
Eric Wagner, CRPS
Managing Director–Wealth Management
Financial Advisor
Eric is a Private Wealth Advisor, Managing Director-Wealth Management at UBS, where he has built a distinguished career helping clients navigate complex financial landscapes. Eric leads the team’s financial planning and investment management efforts, specifically on customized strategies for retirement planning, wealth preservation and multi-generational wealth transfers.
As a Private Wealth Advisor, Eric works with high-net-worth individuals and families who often have unique and sophisticated planning needs. He is dedicated to delivering highly personalized advice, often involving legacy planning and tax optimization strategies as well as navigating family dynamics across generations.
Eric and his team are deeply committed to building long-term relationships built on trust, transparency, and a shared commitment to helping clients’ achieve their goals. They work in a consultative manner, leveraging the team’s strengths and the vast resources of UBS to provide a comprehensive wealth management experience
Eric is a graduate of Pennsylvania State University and holds a J.D. from Brooklyn Law School. He lives in Katonah, NY with his wife Kari, their two daughters, Lily and Charlotte, and their dog Maggie.
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- CA
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- DC
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- GA
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- IN
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- MA
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- ME
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Eric Wagner, CRPS
Recognized as an industry leader:
- Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
- Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023, 2024, 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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.

Eric Wagner, CRPS
Education
- Penn State, Bachelor's of Arts, Pre-Law Studies
- Brooklyn Law School, Doctor of Law
Credentials
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
- Portfolio Manager

Eric Wagner, CRPS
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
