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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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    • Forbes Best-in-State Wealth Management Teams, 2025The 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
        • 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

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            Support and resources

            Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

            Learn how you can get involved and make an impact through the UBS Optimus Foundation.

            The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

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