Let's move forward. Together.

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.

Young family at the beach

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.

  • headshot

    Eric Milhoua

    First Vice President–Wealth Management

    Financial Advisor

    • image
    • image

      With over 35 years of experience in Investment Banking and Wealth Management, Eric has provided clients with trusted guidance across all stages of their financial journey. Eric's practice focuses on retirement planning, investment strategy, and estate planning-helping individuals/families and businesses make confident, informed decisions to achieve their long-term goals.

      Eric takes a client-focused, data driven approach, building enduring relationships grounded in transparency, integrity, and measurable results. He believes that effective financial advising means not only managing wealth, but empowering clients to understand and shape their financial futures.

      Having earned his Bachelor of Science in Business Administration with a concentration in Finance from Washington University in St. Louis Eric began his journey into Investment Banking with roles at JP Morgan Investment Bank, Bankers Trust Global Investment Management and as an Independent Option commodity floor options/futures trader. Pivoting in 2000 to AIG Financial Products he rose to Global Head.  Managing the global team which ran a multibillion-dollar Equity Derivative Real Asset portfolio creating Bespoke and Delta 1 Swaps/Structured Products/Levered & Non-Levered ETFs and ETNs/Exotic options marketed directly to University Endowments/Pension Funds/Sovereign Countries/Family Offices/Asset Managers/Mutual funds and Hedge Funds. In 2009 he and his global team joined UBS Investment Bank to replicate their prior success assisting sophisticated Global Institutional client base reach their long-term financial targets and goals.

      As a member in good standing at Shelter Harbor Golf Club Eric is an avid golfer. The focus, dedication, commitment to adapt to ever changing environments translates well into sophisticated, comprehensive Wealth Management. 

            130 Bellevue Avenue
            Suite 301
            Newport, RI 02840
            Eric.Milhoua@ubs.com
            Eric Milhoua
            130 Bellevue Avenue,Newport,RI,02840
          • image

            Ashley Bickford

            Senior Client Associate

            • image
            • image

              Ashley Bickford is a Senior Client Associate with over 25 years of experience in the financial services industry. She holds a bachelor’s degree in business administration and is SIE certified, demonstrating her strong foundation in financial principles and client service excellence. Ashley is dedicated to providing exceptional support to clients and contributing to their long-term financial success. Outside of her professional role, she enjoys volunteering in her community and spending quality time with her daughter.

                    500 Exchange Street
                    Suite 1210
                    Providence, RI 02903
                    Ashley.Bickford@ubs.com
                    Ashley Bickford
                    500 Exchange Street,Providence,RI,02903
                  Three generations in apple orchard

                  Turn possibilities into a plan

                  House View Monthly

                  Mountain climbers on peak at sunrise

                  A leading global wealth manager

                  Texas

                  Texas flood relief

                  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.

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6.9 trn

                  UBS Group invested assets
                  As of 10/29/2025

                  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