$2.8 trillion
In invested assets globally
As of 06/30/2022
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.
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
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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.
$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