The Wagner Abrams Group
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Experience

Makes all the difference

Eric Wagner, CRPS

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MS
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Eric Wagner, CRPS

Recognized as an industry leader:

  • Barron’s Top 250 Private Wealth Management Teams, 2024The 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

Eric Wagner, CRPS

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

Financial planning
Retirement planning
Asset allocation
Multi-generational families
Alternative investments
401(k) plan services
Financial Services professionals
Corporate executives

Eric Wagner, CRPS

299 Park Avenue
New York, NY 10017

Email Me

eric.m.wagner@ubs.com
Eric Wagner, CRPS
299 Park Avenue,New York,NY,10017

  • Eric Wagner, CRPS

    Managing Director–Wealth Management

    Financial Advisor

    Registered States:
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Recognized as an industry leader:

    • Barron’s Top 250 Private Wealth Management Teams, 2024The 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. 

    Education

    • Penn State, Bachelor's of Arts, Pre-Law Studies
    • Brooklyn Law School, Doctor of Law

    Credentials

    • Chartered Retirement Plans Specialist℠
    • Retirement Plan Consultant

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

    Financial planning
    Retirement planning
    Asset allocation
    Multi-generational families
    Alternative investments
    401(k) plan services
    Financial Services professionals
    Corporate executives
    299 Park Avenue
    New York, NY 10017

    Email Me

Our resources

  • image

    Jack McCombe

    Director

    Equity, ETF & Options Specialist

    View bio
  • Gregg Arum Photo

    Gregg Arum, CFP

    Executive Director

    Structured Solutions Consultant

    View bio
    Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

    Professional History
    Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

    Education
    Gregg holds a B.A from the University of Florida.

    Licenses and Certifications
    FINRA Series 7, 63 and 65
    CERTIFIED FINANCIAL PLANNER™
  • Elizabeth Cribbs Photo

    Elizabeth Cribbs

    Executive Director

    Senior Strategist - Family Advisory and Philanthropy Services

    View bio
    Professional History
    As part of the UBS Family Advisory and Philanthropy Services team, Elizabeth serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

    Prior to joining UBS, Elizabeth served in a dual capacity as President of the Neuberger Berman Foundation and Head of Corporate Social Responsibility from 2012 to 2019, leading all aspects of Neuberger Berman’s global philanthropic efforts, with a focus on education, workforce development and employee engagement. In 2018 she launched the firm’s client Philanthropic Advisory Services practice and co-chaired the firm’s Environmental, Social and Governance (ESG) Advisory committee from 2012 to 2016. She also served as a board member of the Neuberger Berman Foundation from 2009 – 2019.

    Prior to this, Elizabeth worked at Lehman Brothers as a Senior Vice President of Corporate Philanthropy with a focus on the arts and strategic community partnerships. Before this, Elizabeth spent ten years at HSBC North America, where she served in various leadership roles in strategic planning; internal consulting; and community and philanthropic services. Elizabeth began her career in the audit group at Coopers & Lybrand LLP as a Certified Public Accountant. Liz is also Series 7 and 63 licensed.

    Community Leadership
    Elizabeth serves as Vice Chair of the New York City Youth Board, which advises the Department of Youth and Community Development on its programs. She is also a member of the Executive Committee of Enterprise Community Partners New York Advisory Board, whose mission is helping families find safe, affordable housing, connected to opportunity.

    Education
    Elizabeth has a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master in Public Policy from the Kennedy School of Government at Harvard University.
  • Michael

    Michael Ury

    NMLS #947868

    Senior Wealth Management Banker, UBS Bank USA

    View bio

    Current role and areas of expertise

    Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

    Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

    Professional history

    Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch.  His various roles included Private Banker, Regional Manager and Head of Business Development.  Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

    Education and personal information

    In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

    Outside of the office, he enjoys coaching his kids' sports teams and skiing.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

  • Stephen Darby

    Executive Director

    Alternative Assets

    View bio

    Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

    Professional History

    Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales  based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

    Education

    Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

    Licenses and Certifications

    Series 7, 9, 10, 24, 63 and 66 licensed

  • image

    Jack McCombe

    Director

    Equity, ETF & Options Specialist

    View bio
  • Gregg Arum Photo

    Gregg Arum, CFP

    Executive Director

    Structured Solutions Consultant

    View bio
    Gregg serves as a Structured Solutions Consultant for the New York City and Northern New Jersey Market Areas, and Private Wealth Management; responsible for the positioning of Structured Products across all asset classes. Gregg works closely with Financial Advisors and their clients, helping them understand the risks and rewards of structured products, and how both portfolio and tactical ideas can fit into a client’s overall portfolio strategy.

    Professional History
    Gregg joined UBS in 1998 and has held a variety of positions in Capital Markets. In his previous role, he served as a Municipal Bond Portfolio Specialist on the Northeast Municipal Bond Desk. Prior to that, he worked in Unit Investment Trusts as a member of the Equity Advisory Group. He has also served as a Financial Advisor in New York City.

    Education
    Gregg holds a B.A from the University of Florida.

    Licenses and Certifications
    FINRA Series 7, 63 and 65
    CERTIFIED FINANCIAL PLANNER™
  • Elizabeth Cribbs Photo

    Elizabeth Cribbs

    Executive Director

    Senior Strategist - Family Advisory and Philanthropy Services

    View bio
    Professional History
    As part of the UBS Family Advisory and Philanthropy Services team, Elizabeth serves as a thought partner to advisors and their client families on wealth transition, family governance, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

    Prior to joining UBS, Elizabeth served in a dual capacity as President of the Neuberger Berman Foundation and Head of Corporate Social Responsibility from 2012 to 2019, leading all aspects of Neuberger Berman’s global philanthropic efforts, with a focus on education, workforce development and employee engagement. In 2018 she launched the firm’s client Philanthropic Advisory Services practice and co-chaired the firm’s Environmental, Social and Governance (ESG) Advisory committee from 2012 to 2016. She also served as a board member of the Neuberger Berman Foundation from 2009 – 2019.

    Prior to this, Elizabeth worked at Lehman Brothers as a Senior Vice President of Corporate Philanthropy with a focus on the arts and strategic community partnerships. Before this, Elizabeth spent ten years at HSBC North America, where she served in various leadership roles in strategic planning; internal consulting; and community and philanthropic services. Elizabeth began her career in the audit group at Coopers & Lybrand LLP as a Certified Public Accountant. Liz is also Series 7 and 63 licensed.

    Community Leadership
    Elizabeth serves as Vice Chair of the New York City Youth Board, which advises the Department of Youth and Community Development on its programs. She is also a member of the Executive Committee of Enterprise Community Partners New York Advisory Board, whose mission is helping families find safe, affordable housing, connected to opportunity.

    Education
    Elizabeth has a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and a Master in Public Policy from the Kennedy School of Government at Harvard University.
  • Michael

    Michael Ury

    NMLS #947868

    Senior Wealth Management Banker, UBS Bank USA

    View bio

    Current role and areas of expertise

    Michael joined UBS Bank USA in 2017 and he is currently a Senior Wealth Management Banker covering the Manhattan Private Wealth Management Market.

    Michael has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

    Professional history

    Michael began his career in financial services in 1998. Prior to joining UBS, He has had successful prior careers with The Private Bank at Wells Fargo, Morgan Stanley Private Bank and Merrill Lynch.  His various roles included Private Banker, Regional Manager and Head of Business Development.  Michael has spent the bulk of his career partnering with Financial Advisors and their high-net-worth clients to provide lending solutions.

    Education and personal information

    In Michael’s role as a Senior Wealth Management Banker his NMLS # is 398130. He holds his Series 7, 24, 56 and 66 securities licenses. He also holds an MBA from Fairleigh Dickinson University in Corporate Finance in Teaneck, NJ.

    Outside of the office, he enjoys coaching his kids' sports teams and skiing.

    Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

  • Stephen Darby

    Executive Director

    Alternative Assets

    View bio

    Steve is an Executive Director with UBS Wealth Management where he oversees Alternative Investments Distribution for the Metropolitan Region.

    Professional History

    Steve rejoined UBS Wealth Management in 2015 after spending four years in ETF distribution with Russell Investments and Deutsche Asset & Wealth Management. During his previous 14 years at UBS Wealth Management Steve held several sales roles including, Regional Sales Manager, Co-Head of Non-Discretionary Sales  based in Zurich, Switzerland and Assistant Branch Manager in the Private Wealth Office in Stamford, CT.

    Education

    Steve is a graduate of Bucknell University and he holds a BSBA in Business Management

    Licenses and Certifications

    Series 7, 9, 10, 24, 63 and 66 licensed

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.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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