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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Education
Credentials
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.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
