Erik Holton

Senior Vice President - Wealth Management

Erik Holton is a Senior Vice President in Wealth Management at UBS Financial Services Inc., where they have worked since 2005. With previous experience as an Associate Vice President at Morgan Stanley and an Investment Executive at Tucker Anthony, Erik brings a wealth of knowledge to financial advising. They hold a Bachelor of Science in Business Administration, focusing on Accounting, from Northeastern University, which they completed in 1995. Erik emphasizes the importance of comprehensive planning and stewardship of wealth, prioritizing close relationships with clients to help them navigate their financial futures.

Location

New York City Metropolitan Area, United States

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