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.

Carter Photo

  • photo

    Eric Carter, CPWA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY
    • 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
      • photo

        Susan "Sue" Galich

        Registered Client Associate

        • image
        • image
        • image
        • 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

            Turn possibilities into a plan

            House View Monthly

            Mountain climbers on peak at sunrise

            A leading global wealth manager

            Fausto

            Tariffs, volatility and your portfolio

            Are you ready?

            In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

            We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

            Insights

            This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

            Go to privacy settings