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Eric G

Series 63, Series 65

East Hampton, NY

UBS Financial Services

Eric Gioia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining UBS in 2021, he worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2021. He is also an adjunct professor teaching public policy seminars at New York University’s College of Arts and Science and Macaulay Honors College. Additionally, he serves on the board of trustees of the Marymount School and supports the Queens Library Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings to tailor investment plans aligned with clients' goals and risk tolerance.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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