Lasting relationships. For all that matters

Mother and child laying in bed

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Charles "Chuck" Heare

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • KS
    • LA
    • MI
    • MS
    • NC
    • NJ
    • NY
    • OK
    • TN
    • TX
    • VT
    • WY

    With over 30 years of experience, Chuck began his financial services career at Rotan Mosle/Paine Webber in Beaumont Texas in 1987, and he joined UBS in 2005. However, Chuck started out in a different field; after graduating from Lamar University, he began a career as an Exploration Geologist. In the mid-1980s, as the price of oil plummeted, many companies in that industry began to downsize. As job security became less certain, Chuck learned firsthand just how important expert financial planning can be. He made the switch to his current career, and for the past 30 years, he has helped his clients and their families manage their wealth to plan for the type of unexpected transition that he had come to understand so well.

    Today, as First Vice President - Wealth Management, Chuck is motivated by the same feeling of obligation to his clients as the day he entered the business. His clients have continued to work with him over the years not only because of his professionalism and personal touch, but because of Chuck's dedication to cultivating a relationship based on integrity and trust. Chuck and his wife, Janie, continue to live in Beaumont, Texas. They have two adult children: Emily & Ross.

     

      • Lamar University
      • Wealth Advisor
      3450 Dowlen Road
      Suite A
      Beaumont, TX 77706
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      Charles Heare

      Financial Advisor

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      • AL
      • CA
      • FL
      • GA
      • IA
      • IL
      • KS
      • LA
      • NC
      • NM
      • OR
      • TN
      • TX
      • VT

          • CERTIFIED FINANCIAL PLANNER™
          3450 Dowlen Road
          Suite A
          Beaumont, TX 77706
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          Christi Gail Eddins

          Client Associate

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                  3450 Dowlen Road
                  Suite A
                  Beaumont, TX 77706

                The circular economy: What is it?

                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

                Global leader

                UBS is a world-leading wealth manager

                #1

                Global Equity Research 

                Institutional Investor, 2021 Global Rankings

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