Deeply rooted in your financial goals

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Christopher D. Niles, CPWA, CFP, CIMA, RMA

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • Barron's Top 1,200 Financial Advisors, 2019
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. in Management, Georgia Institute of Technology
  • J.D., New England School of Law

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Retirement Management Advisor®
  • Certified Private Wealth Advisor®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Education planning
Retirement planning
Legacy planning
Investing
Alternative investments
401(k) plan services
401 East Las Olas Boulevard
Suite 2300
Fort Lauderdale, FL 33301
  • (954) 468-2207

Email Me

Defining your priorities. Pursuing what matters.

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.

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

What's your vision?

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.

Backed by the strength of UBS

A global leader in wealth management

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Wealth Manager of the Year

Environmental Finance IMPACT Awards 2020

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