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UBS is a world-leading wealth manager
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Financial Advisor
Charles began his career at in 2008 with Fidelity Investment's Private Client Group where he learned firsthand the importance of not only having a plan in place but having someone who can help navigate through uncertain times. He joined UBS two years ago as part of the Wealth Planning analyst program in which he focused on providing comprehensive wealth management and advice.
As a CERTIFIED FINANCIAL PLANNER™, Charles provides personalized financial planning and portfolio management for clients’ unique risks, goals, and dreams. One of his top priorities is to help clients design an investment strategy to keep pace with rising income and purchasing power, so they can have the confidence to retire comfortably.
Charles met his wife, Jenn, in college at the University of North Florida. Jenn grew up in the Kempsville area; in 2015 they moved back to Virginia Beach with their daughter Rylee. They are expecting their second daughter in August. He currently coaches his first season of soccer with VB Rush and enjoys golf, surfing (and most other outdoor sports), and cooking.
Education
Credentials
Financial Advisor
Charles began his career at in 2008 with Fidelity Investment's Private Client Group where he learned firsthand the importance of not only having a plan in place but having someone who can help navigate through uncertain times. He joined UBS two years ago as part of the Wealth Planning analyst program in which he focused on providing comprehensive wealth management and advice.
As a CERTIFIED FINANCIAL PLANNER™, Charles provides personalized financial planning and portfolio management for clients’ unique risks, goals, and dreams. One of his top priorities is to help clients design an investment strategy to keep pace with rising income and purchasing power, so they can have the confidence to retire comfortably.
Charles met his wife, Jenn, in college at the University of North Florida. Jenn grew up in the Kempsville area; in 2015 they moved back to Virginia Beach with their daughter Rylee. They are expecting their second daughter in August. He currently coaches his first season of soccer with VB Rush and enjoys golf, surfing (and most other outdoor sports), and cooking.
Education
Credentials
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.
Global leader
UBS is a world-leading wealth manager
More than 150 years
offering financial advice
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
