The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

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Linda "Charlie" Campbell, CFA

Vice President–Wealth Management

Since beginning my career as a stockbroker at Kidder, Peabody & Co. in 1976, I have had broad and deep experience in the corporate, institutional and private-client segments of the investment industry. I hold Series 7, 63 and 32 securities licenses, a life insurance and variable annuities license, the Chartered Financial Analyst (CFA) designation, and the UBS Wealth Advisor designation. I believe this experience, together with my industry credentials, has given me a unique perspective on what it takes to guide clients through the most challenging economic and market environments.


Personal & Community

  • Member, CFA (R) Institute
  • Member, CFA Society San Francisco
  • Member, Watermark
Registered States:
  • AZ
  • CA
  • FL
  • MA
  • MD
  • MI
  • MO
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TX
  • UT
  • WA

Education

  • Knox College
  • University of Rhode Island
  • Roosevelt University

Credentials

  • Chartered Financial Analyst®
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

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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

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