Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Charles Verner

Senior Vice President–Wealth Management

Since 1983, Charles has garnered extensive financial and client service experience and currently serves as Senior Vice President – Wealth Management and Wealth Advisor in the Fort Lauderdale, FL branch of UBS Financial Services, Inc. His mission is to be the primary source for his clients' financial needs and help provide quality investment services and estate planning strategies tailored specifically to each client’s best interests. In addition, he leverages his experience, along with UBS’ vast array of products and services to help clients preserve wealth and grow their assets. Charles is a graduate of James Madison University, Harrisonburg, VA with a Bachelor of Science degree in Public Administration.

Outside of work, Charles is an active volunteer with the American Cancer Society, The Juvenile Diabetes Association and UJF of Broward County. He serves on the Boards of The Tower Forum, Broward County Education Foundation, and is a former member of IMPACT, for The Performing Arts Center, in Fort Lauderdale. He is an active member of NADP, The National Association of Divorced Professionals. In his spare time, he enjoys traveling.


Personal & Community

  • Active volunteer, American Cancer Society, Juvenile Diabetes Association and UJF of Broward County, FL
  • Board Member, Tower Forum, Fort Lauderdale, FL
Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MI
  • NC
  • NJ
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WI

Education

  • B.S. Public Administration, James Madison University

Credentials

  • Wealth Advisor
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
  • (954) 527-6314

Email Me

The circular economy: What is it?

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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