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.

Woman lobby

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
  • IA
  • MA
  • MD
  • MI
  • MO
  • NV
  • NY
  • OH
  • OR
  • SD
  • TX
  • UT
  • VA
  • 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
  • (415) 576-3723

Email Me

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

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As of 03/31/2024

51 countries

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