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
  • 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

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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