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[Wealth Way] Multigenerational planning

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.

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.

  • dad casual 4-12-23

    Charles H. Levine

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • KY
    • LA
    • MA
    • MD
    • NC
    • NJ
    • NM
    • NV
    • NY
    • PA
    • RI
    • SC
    • TN
    • VA
    • WY

    With nearly 40 years’ experience as a Financial Advisor, Charles has managed wealth successfully through various market cycles. He believes that a focus on portfolio management, asset allocation, retirement income planning, and next generation wealth transfer strategy is the key to achieving long term financial success.

    Charles received his Bachelor of Science in Accounting from SUNY Albany and his M.B.A. from Fordham University. He also passed the Certified Public Accounting (CPA) exam.

    Charles resides in Morristown Township, NJ with his wife Doreen. Together they have 4 children and 1 grandchild. In his personal time Charles enjoys spending time with family, cycling, reading, and the beach.

      • Fordham University, M.B.A.
      • SUNY Albany, B.S. Accounting
        500 Campus Drive
        Florham Park, NJ 07932
        charles.levine@ubs.com
        Charles H. Levine
        500 Campus Drive,Florham Park,NJ,07932
      • Eric Headshot - Newton

        Eric Levine, CFA , CAIA

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • KY
        • LA
        • MA
        • MD
        • ME
        • NC
        • NJ
        • NM
        • NV
        • NY
        • PA
        • RI
        • SC
        • TN
        • VA
        • WY

        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) as well as a Chartered Alternative Investment Analyst (CAIA).

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

          • Pennsylvania State University, B.S. Finance
          • Chartered Alternative Investment Analyst®
          • Chartered Financial Analyst®
          500 Campus Drive
          Florham Park, NJ 07932
          eric.levine@ubs.com
          Eric Levine, CFA , CAIA
          500 Campus Drive,Florham Park,NJ,07932

        Global Wealth Report 2024

        Crafted wealth intelligence

        Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

        Gain additional insights into the trends shaping wealth in the US and around the world.

        Download the report

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        As of 03/31/2024

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