How can you pursue what matters most?

Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

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Charles M. Roberts Jr., CFP®

Financial Advisor

Charles’s focus is on creating financial plans for HNW families, centered on helping generate income in retirement, and preserving wealth. As a Certified Financial Planner(TM), his planning starts with the question: “What is most important to you?”

Each client and family has a unique answer; he provides each with a plan that is best suited to their needs. Charles started his career in financial services during the financial crisis of 2008 and joined UBS in 2015. He enjoys assisting clients and their children with budgeting, saving and debt management.

He is particularly passionate about helping clients as they experience difficult circumstances in their lives, such as the death of a loved one, at a time when they need guidance and direction as they deal with loss. In all of his work, he takes satisfaction in knowing
that the solutions he provides truly benefit people.

Outside the office
His life at home revolves around his wife, Jenn, and his two daughters, Rylee and Emily. Surfing, cheerleading, and other adventures take up their weekend and evening time, creating a strong family dynamic that Charles values deeply.

Experience to guide you forward
– Certified Financial Planner (TM)
– Series 7, 9, 10, and 66 securities licenses
– Life, health, annuity and long-term care insurance licensed
– B.A., criminal justice, minor in psychology, University of North Florida

 

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • KS
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • OH
  • OK
  • PA
  • SC
  • TX
  • VA
  • VT
  • WV

Education

  • B.S., University of North Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™

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

Securities-backed lending
Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Investing
Custom portfolios
Special needs
440 Monticello Ave
20th Floor
Norfolk, VA 23510
  • (757) 624-2184

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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2024 planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

More than 160 years

offering financial advice

#1

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

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