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Charles "Chuck" Heare

Senior Vice President–Wealth Management

Financial Advisor

With over 30 years of experience, Chuck began his financial services career at Rotan Mosle/Paine Webber in Beaumont Texas in 1987, and he joined UBS in 2005. However, Chuck started out in a different field; after graduating from Lamar University, he began a career as an Exploration Geologist.  In the mid-1980s, as the price of oil plummeted, many companies in that industry began to downsize.  As job security became less certain, Chuck learned firsthand just how important expert financial planning can be.  He made the switch to his current career, and for the past 30 years, he has helped his clients and their families manage their wealth to plan for the type of unexpected transition that he had come to understand so well.

Today, as First Vice President - Wealth Management, Chuck is motivated by the same feeling of obligation to his clients as the day he entered the business. His clients have continued to work with him over the years not only because of his professionalism and personal touch, but because of Chuck's dedication to cultivating a relationship based on integrity and trust.  Chuck and his wife, Janie, continue to live in Beaumont, Texas.  They have two adult children: Emily & Ross.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KS
  • LA
  • MI
  • MS
  • NC
  • NJ
  • NY
  • OK
  • TN
  • TX
  • VT
  • WY

Education

  • Bachelor of Science, Lamar University
  • Graduate Work, Lamar University
  • Graduate Work, University of Houston

Credentials

  • Wealth Advisor
3450 Dowlen Road
Suite A
Beaumont, TX 77706
  • (409) 654-3245

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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