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Managing Director–Wealth Management
Prior to becoming a financial advisor for UBS in 2007, Chris Niles earned a B.S. in Management from the Georgia Institute of Technology in 1989 and a J.D. from the New England School of Law in 1992, practicing law for 15 years.
As a client's personal advocate, Chris provides detailed, thoughtful guidance tailored to individual circumstances and priorities. In his role as a Senior Portfolio Manager, he is primarily responsible for executing the team's investment management strategies.
Chris holds four industry designations. The CFP® designation gives Chris a distinct knowledge of financial planning, the CIMA® certification allows Chris to provide technical investment knowledge to meet the real world needs of individual and institutional investors, the CPWA® designation allows Chris to focus on the life cycle of high-net-worth individuals, and lastly, the RMA® allows Chris to focus on building custom retirement income plans to mitigate clients risks and to master the retirement planning advisory process.
During his free time Chris enjoys reading, bridge, and traveling. Chris and his wife, Genevieve, live in Fort Lauderdale.
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Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
We can help you bring your vision to life.
Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.
Our global footprint
UBS is a world-leading wealth manager
Wealth Manager of the Year
Environmental Finance IMPACT Awards 2020