Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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    Eric Carter, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • AZ
    • CA
    • CO
    • CT
    • DC
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    • Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        8 Wright Street
        3rd Floor
        Westport, CT 06880
        eric.carter@ubs.com
        Eric Carter, CPWA
        8 Wright Street,Westport,CT,06880
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        Susan "Sue" Galich

        Registered Client Associate

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        • AZ
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • KS
        • ME
        • MI
        • NC
        • NJ
        • NM
        • NV
        • NY
        • PA
        • SC
        • TN
        • VA

        28 years of industry experience

              8 Wright Street
              3rd Floor
              Westport, CT 06880
              susan.galich@ubs.com
              Susan "Sue" Galich
              8 Wright Street,Westport,CT,06880
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

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            Clarity in a rapidly changing world

            We’re here to help guide you through uncertain times

            Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

            Let’s create a path together so you can move forward with confidence, no matter what comes next.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $7 trn

            UBS Group invested assets
            As of 12/31/2025

            51 countries

            Our global footprint

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            UBS is a leading and truly global wealth manager

            Insights

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