A plan for today, tomorrow and generations to come

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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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Charles Todd

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Since 1980, Charles has been devoted to helping individual investors make informed investment decisions related to their short and long-term financial objectives. Charles holds a bachelor's degree from the Kelley School of Business at Indiana University. He has also completed the rigorous training required to earn the CERTIFIED FINANCIAL PLANNER^TMcertification from the College of Financial Planning and the Certified Investment Management Analyst® designation from the Wharton School of Business at the University of Pennsylvania.
- Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Indiana University, Bachelor of Science Business Administration: 1976 - 1979
- Vincennes University, Associate of Science : 1974 - 1976
- College for Financial Planning, CFP: 1985 - 1987
- Wharton School of Business, CIMA: 1987 - 1989
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

charles.todd@ubs.com

Charles Todd

7950 Summerlin Lakes Drive,Fort Myers,FL,33907

Charles Todd

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- IN
- KS
- KY
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NE
- NH
- NJ
- NY
- OH
- OK
- OR
- PA
- RI
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Since 1980, Charles has been devoted to helping individual investors make informed investment decisions related to their short and long-term financial objectives. Charles holds a bachelor's degree from the Kelley School of Business at Indiana University. He has also completed the rigorous training required to earn the CERTIFIED FINANCIAL PLANNER^TMcertification from the College of Financial Planning and the Certified Investment Management Analyst® designation from the Wharton School of Business at the University of Pennsylvania.
- Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
- Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Indiana University, Bachelor of Science Business Administration: 1976 - 1979
- Vincennes University, Associate of Science : 1974 - 1976
- College for Financial Planning, CFP: 1985 - 1987
- Wharton School of Business, CIMA: 1987 - 1989
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
7950 Summerlin Lakes Drive
Suite 1
Fort Myers, FL 33907

charles.todd@ubs.com

Charles Todd

7950 Summerlin Lakes Drive,Fort Myers,FL,33907

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

The first 100 days

Is your portfolio 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.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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