Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

Charles Whitney

Senior Vice President–Wealth Management

Financial Advisor

Background:

I offer you a seasoned professional who is competent to assist you in making life-changing financial decisions. I graduated from The University of Alabama with a Bachelor of Science degree in Corporate Finance with a concentration in Investment Management. I also double minored in Economics and Computer Science. In my spare time, I enjoy golfing, saltwater fishing, snowboarding, hunting, basically anything to do with sports and the love of the outdoors. I also enjoy chauffeuring my 11 year old daughter Leland and 8 year old son Barrett around to their weekend activities. My wife, Shannon, and I have been married for 14 years. She has been my most valuable asset.

 

Mission:

Financial decisions often rank among the most important life decisions any person can make. In these challenging times, my mission as a Financial Advisor and Wealth Manager is to help see that my clients' concerns are fully addressed and that their portfolios are properly positioned for retirement. My role is to advise clients about how much they will need to accumulate, how to allocate their assets, and which investments are appropriate for their situation. This approach has given many of my clients confidence that their finances may support the life they envision.

 

Vison:

Smart planning starts with asking the appropriate questions and knowing where to find the answers. My relationship with my clients is built on providing solid life-planning advice, as well as supplying access to the knowledge, experience, and vast resources of UBS, one of the largest and most stable financial institutions worldwide. Equally important is the open communication and personalized attention given to my clients, so they know that I am available to them.

Registered States:
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • MI
  • MT
  • NC
  • PA
  • TN
  • TX

Education

  • Bachelor of Science degree in Corporate Finance with a concentration in Investment Management, The University of Alabama

Credentials

  • Senior Portfolio Manager
3801 PGA Boulevard
10th Floor
Palm Beach Gardens, FL 33410
  • (561) 799-2306

Email Me

The Year Ahead - Sustainable Investing

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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