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
  • MA
  • MI
  • NY
  • 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

What did the Fed say?

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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