Let's move forward. Together.

Generational Family on Beach

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


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
    • NC
    • NJ
    • NM
    • NY
    • OK
    • TX
    • 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

    Are markets going "Back to the Future"?

    Debt ceiling and inflation


    Exceptional financial strength and stability

    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

    $3.9 trillion

    In invested assets globally 
    As of 12/31/2022

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager