Experience

Makes all the difference

The Heare Wealth Management Group exists for one reason: to help investors simplify their financial lives through the implementation of a time-tested service model that allows us to place our clients at the center of everything we do. We are committed to providing excellent service, and those who do business with us have come to expect nothing less. When you call, we answer the phone; when you email us, we respond to your concerns quickly, and when you meet with us, we strive to answer all of your questions, even the ones you don't think to ask.

UBS provides resources and support that enable us to deliver the high-quality wealth management, advisory, and financial planning services that our clients have come to expect from us. As a father-son team, we hope that our clients value the personalized, hands-on service that a family business like The Heare Wealth Management Group is able to deliver. To that end, we encourage our clients to involve their children and grandchildren in the financial planning process as early as they feel comfortable doing so. It's important to us that we provide  the next generation, our client's loved ones, the opportunity to benefit from the same high-quality service that their parents and grandparents received from us. 

Charles "Chuck" Heare

Senior Vice President–Wealth Management

Financial Advisor

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.

 

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

Education

  • Lamar University

Credentials

  • Wealth Advisor
3450 Dowlen Road
Suite A
Beaumont, TX 77706

Email Me

Charles Heare

Financial Advisor

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

Credentials

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

Email Me

Christi Gail Eddins

Client Associate

3450 Dowlen Road
Suite A
Beaumont, TX 77706

Email Me