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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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 services experience and currently serves as Senior Vice President–Wealth Management in the Fort Lauderdale, FL, branch of UBS Financial Services Inc. His mission is to be the primary source for a client’s financial needs. Charles serves the needs of high net worth individuals and families, as well as professionals and businesses. Among his areas of focus are asset management, tax-efficient investing, and retirement and estate planning strategies.
Charles worked for PaineWebber before it was acquired by UBS as a Vice President–Wealth Management. He acted as the co-host of Money Talk, an open forum radio show airing on WFLT-AM and WSBR-AM in the Fort Lauderdale and Boca Raton, FL, radio markets.
A planning approach
Charles Verner plays a key role with Verner & Gromley Wealth Management, helping to create the financial and estate plans that serve as the cornerstone of their clients’ financial lives. He anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. He works closely with clients to build a comprehensive financial plan and then carefully tracks progress ensuring that the plan remains aligned with their overall goals and objectives over time.
Past experience
- Vice President -Wealth Management PaineWebber (1987-2000)
- Financial Advisor- First Florida Securities Inc. (1983-1987)
Life
Charles is an active volunteer with the American Cancer Society, Community Foundation of Broward, Lighthouse of Broward County and UJF of Broward County. He formerly served on the Boards of The Tower Forum and The Broward Education Foundation and is a former member of IMPACT, for The Performing Arts Center, in Fort Lauderdale. In his spare time, he enjoys traveling.
Education
Credentials
Senior Vice President–Wealth Management
Since 1983, Charles has garnered extensive financial and client services experience and currently serves as Senior Vice President–Wealth Management in the Fort Lauderdale, FL, branch of UBS Financial Services Inc. His mission is to be the primary source for a client’s financial needs. Charles serves the needs of high net worth individuals and families, as well as professionals and businesses. Among his areas of focus are asset management, tax-efficient investing, and retirement and estate planning strategies.
Charles worked for PaineWebber before it was acquired by UBS as a Vice President–Wealth Management. He acted as the co-host of Money Talk, an open forum radio show airing on WFLT-AM and WSBR-AM in the Fort Lauderdale and Boca Raton, FL, radio markets.
A planning approach
Charles Verner plays a key role with Verner & Gromley Wealth Management, helping to create the financial and estate plans that serve as the cornerstone of their clients’ financial lives. He anchors planning in a deep understanding of what each client wants to accomplish over the near and long term. He works closely with clients to build a comprehensive financial plan and then carefully tracks progress ensuring that the plan remains aligned with their overall goals and objectives over time.
Past experience
- Vice President -Wealth Management PaineWebber (1987-2000)
- Financial Advisor- First Florida Securities Inc. (1983-1987)
Life
Charles is an active volunteer with the American Cancer Society, Community Foundation of Broward, Lighthouse of Broward County and UJF of Broward County. He formerly served on the Boards of The Tower Forum and The Broward Education Foundation and is a former member of IMPACT, for The Performing Arts Center, in Fort Lauderdale. In his spare time, he enjoys traveling.
Education
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$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
