Eric Levine
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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

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    Eric Levine, CFA , CAIA, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    View bio Industry recognition
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MN
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • VA

    Prior to becoming a Financial Advisor, Eric spent over a decade at some of the worlds largest asset management firms representing portfolio management teams with clients and prospect throughout North America. He was responsible for providing timely market analysis to the financial community and conducting a range of services including portfolio reviews, investment strategy updates, and articulation of the firm’s market outlook to financial advisors, high net-worth individuals, and institutional clients.  

    Today, Eric focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, he takes the time to understand all you want to accomplish and then crafts a flexible plan aligned with where you are and where you want to go.

    Eric received his Bachelor of Science in Finance from Pennsylvania State University, is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), as well as a CERFTIFIED FINANCIAL PLANNER® (CFP®).

    Eric currently lives in Springfield, New Jersey with his wife Samantha, their son Cooper, and their daughter Hannah. In his spare time Eric enjoys spending time with friends and family, cooking, exercising, and the beach.

    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

      • Chartered Alternative Investment Analyst
      • Chartered Financial Analyst
      • CERTIFIED FINANCIAL PLANNER
      500 Campus Drive
      Florham Park, NJ 07932
      eric.levine@ubs.com
      Eric Levine, CFA , CAIA, CFP
      500 Campus Drive,Florham Park,NJ,07932
    • Eric Headshot - Newton

      Eric Levine, CFA , CAIA, CFP

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      View bio Industry recognition
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • IL
      • KS
      • KY
      • LA
      • MA
      • MD
      • ME
      • MN
      • MT
      • NC
      • NJ
      • NM
      • NV
      • NY
      • PA
      • RI
      • SC
      • TN
      • VA

      Prior to becoming a Financial Advisor, Eric spent over a decade at some of the worlds largest asset management firms representing portfolio management teams with clients and prospect throughout North America. He was responsible for providing timely market analysis to the financial community and conducting a range of services including portfolio reviews, investment strategy updates, and articulation of the firm’s market outlook to financial advisors, high net-worth individuals, and institutional clients.  

      Today, Eric focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, he takes the time to understand all you want to accomplish and then crafts a flexible plan aligned with where you are and where you want to go.

      Eric received his Bachelor of Science in Finance from Pennsylvania State University, is a Chartered Financial Analyst (CFA), a Chartered Alternative Investment Analyst (CAIA), as well as a CERFTIFIED FINANCIAL PLANNER® (CFP®).

      Eric currently lives in Springfield, New Jersey with his wife Samantha, their son Cooper, and their daughter Hannah. In his spare time Eric enjoys spending time with friends and family, cooking, exercising, and the beach.

      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2026The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

        • Chartered Alternative Investment Analyst
        • Chartered Financial Analyst
        • CERTIFIED FINANCIAL PLANNER
        500 Campus Drive
        Florham Park, NJ 07932
        eric.levine@ubs.com
        Eric Levine, CFA , CAIA, CFP
        500 Campus Drive,Florham Park,NJ,07932
      Three generations in apple orchard

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      Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

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      Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

      As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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