Life, on your terms

Financial planning for the retirement you want

Retirement may be a milestone you're looking forward to but getting there takes planning. And the closer you get to retirement age, the more important your planning strategy becomes. Because it's possible you may live 30 years or more in retirement, you can't rely solely on your company pension plan or social security to provide the funding you'll need. Remember, the sooner you begin, the more prepared you will be.

For over 35 years, Chris Eckert and his team have worked closely with successful individuals and their families, helping them plan for the future and pursue their retirement vision. They have benefited from Chris' clear understanding of what retirement really means – transitioning from a lifetime of hard work, providing for family and planning for a reliable income stream that enables them to do the things they finally have time to do.

The key to a stress-free retirement is knowing how much income you can safely withdraw from your portfolio each year and not run out of money.

- Christopher Eckert

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Christopher Eckert Profile Photo

    Christopher Francis Eckert, CFP, CRPS

    Senior Vice President–Wealth Management

    Senior Portfolio Manager

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    • CA
    • CO
    • CT
    • FL
    • MA
    • MD
    • NC
    • NH
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    After more than 35 years in the financial services industry, Chris strongly feels that life events and financial transitions represent the greatest opportunities and challenges for his clients. The right decisions can accelerate your progress toward financial security, while the wrong ones can exacerbate what may already be a difficult time in your life.

    Chris lives in Fairfield, CT with his wife Lynn and their children Ryan, Cooper and Campbell. In his spare time Chris enjoys golf, skiing, travel and spending time with his family. Chris earned a Bachelor of Science degree in business administration from the University of Connecticut and is now a lifelong Husky fan.

    Chris joined UBS in 2014 after spending the previous 31 years at Morgan Stanley and predecessor companies. He earned his Portfolio Manager credentials in 1995, earned the CERTIFIED FINANCIAL PLANNER™ certification in 2005 and two years later earned credentials as a Certified Retirement Plans Specialist (CRPS®).

    Chris has made a commitment to continued professional development that parallels his commitment to the future well-being of his clients. They know they can depend on him for caring, thoughtful advice that is always given with their needs in mind and helps them address their most daunting challenges.

      • University of Connecticut, B.S. Business Administration
      • Senior Portfolio Manager
      • Chartered Retirement Plans Specialist℠
      8 Wright Street
      3rd Floor
      Westport, CT 06880
    • Carol Hevesy Profile Photo

      Carol Joy Hevesy

      Client Associate

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      • CO
      • CT
      • FL
      • IL
      • NJ
      • NY

      Carol joined UBS Financial Services in 2018.  Previously, she worked for Smith Barney, Commonfund,  and Raymond James Alex Brown as a Senior Registered Associate servicing both institutional and retail clients.  Carol's primary area of focus is providing operational support and customer service.  She holds a B.A. in economics from Rollins College and is Series 7 licensed. Carol resides in New Canaan, Connecticut with her husband and three children.

        • Rollins College, B.A. Economics
          8 Wright Street
          3rd Floor
          Westport, CT 06880

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