Insight-based advice

Team Dec 2022

As a Private Wealth team within the exclusive UBS Private Wealth management division, we always strive to provide quality service, put our clients' needs first and view each client relationship as a long-term commitment. Through a team approach, we work closely with our clients to help create and implement personalized wealth management strategies tailored to pursue their specific financial goals and address their unique circumstances.

Four people meeting in glass office

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.

  • Charles Major

    Charles Major

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NJ
    • NV
    • NY
    • OR
    • PA
    • SC
    • SD
    • TX
    • UT
    • VA
    • WI
    • WY

    Charlie has been offering investment guidance and a full range of investment services since 1987.  He works closely with business owners, corporate executives, entrepreneurs and affluent individuals to help them pursue their financial goals, with a focus on creating fixed income portfolios.  

    Charlie is a member of the Investment Management Consultants Association (IMCA) and has earned its designation of Certified Investment Management Analyst (CIMA®) from the Wharton School.  He holds degrees from Minnesota State University, Mankato, and Viterbo University.  A former youth basketball coach and current volunteer at the Dorothy Day Food Shelter, Charlie lives in Highland Park with his wife, Zoe, and their three children.

    • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

      • Private Wealth Advisor
      • Certified Investment Management Analyst®
      80 South 8th Street
      Suite 2900
      Minneapolis, MN 55402
    • Lou Close

      Louis D. Close

      Managing Director–Wealth Management

      Financial Advisor

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      • AK
      • AL
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • IN
      • KS
      • KY
      • MA
      • MD
      • MI
      • MN
      • MO
      • MT
      • NC
      • ND
      • NH
      • NJ
      • NM
      • NV
      • NY
      • OH
      • OK
      • OR
      • PA
      • SC
      • SD
      • TN
      • TX
      • UT
      • VA
      • WA
      • WI
      • WY

      Lou entered the financial services industry in 1992 and offers clients a personalized approach to managing their investment portfolios.  Lou works with clients' attorneys, CPAs and other professional counsel to ensure their full spectrum of personal and financial needs are addressed.  He then prepares customized portfolio and product recommendations to ensure each client's retirement, estate planning and other financial goals become a reality. 

      Lou is a member of the Investment Management Consultants Association and has earned membership in the prestigious UBS Chairman's Council.  He holds an economics degree from the University of Minnesota.  Active in the community, Lou currently serves on the Board of Directors for Bolder Options, a youth mentoring organization.  Previously, he has served on the Advisory Board for the University of Minnesota's Athletic Department as well as on board of the One Percent Club.  He has coached a girls travel basketball team in Wayzata, and was a councilmember at his church, Oak Knoll Lutheran.  He and his wife, Jill have three daughters and currently reside in Orono.

      Lou was recognized by

      • Barron's in 2012 - 2022 as one of the Top 1,200 Financial Advisors in America.  The Barron’s rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes Best-In-State Wealth Advisor for 2020 – 2022.  This Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
      • Forbes Top 250 Wealth Advisor in America, 2021.   This Forbes rating is awarded annually in August or September and is based on information from March of the prior year to Mark of the reward year. 

      These ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice.  For more information, please visit ubs.com/us/en/designation-disclosures.  California Non-Resident Insurance License #0J24824

      • Barron's Top 1,000 Financial Advisors, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
        The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
      • Forbes America's Top Wealth Advisors, 2021The 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.
      • Forbes Best-in-State Wealth Advisors, 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.

        • Private Wealth Advisor
        681 East Lake Street
        Wayzata, MN 55391
      • Chris Watkins

        Chris R. Watkins

        Managing Director

        Financial Advisor

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        • AK
        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • MA
        • MD
        • MI
        • MN
        • MO
        • MT
        • NC
        • ND
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • SD
        • TN
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Chris is one of the lead Financial Advisors of our team located in the Wayzata, Minnesota Office.   Chris has a passion for providing affluent families in-depth advice, helping clients manage generational wealth and providing clients the solutions for challenging problems that ultra-high net worth clients face.   Chris also works with business owners in preparing for a strategic exit planning utilizing the firm’s global resources and works to assist clients with commercial real estate lending. 

        Prior to joining the team, Chris spent several years in Management at UBS and leverages his past management experiences to help our clients access the extensive global resources of UBS. 

        Chris is proud to be involved in a number of local charities serving the needs of children and the underprivileged. 

        Chris has been the recipient of recognition awards by

        • Forbes Best-In-State Wealth Advisors, 2022.  The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
        • Barron’s Top 1,200 Financial Advisors.  The Barron’s rating is awarded annually in March and is based on information from the prior year Q3. 

        These ratings are based on quantitative factors and are 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.

        • Barron's Top 1,200 Financial Advisors, 2022
          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, 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.

          • Private Wealth Advisor
          681 East Lake Street
          Wayzata, MN 55391
        • Mike Stalpes

          Michael Stalpes

          Authorized Officer

          Investment Associate

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • MT
          • NC
          • ND
          • NJ
          • NV
          • NY
          • OR
          • PA
          • SD
          • TX
          • UT
          • VA
          • WI
          • WY

          As our team's Wealth Management Analyst, Mike is involved in many aspects of client service including portfolio planning, investment selections, trade processing, portfolio reviews, preparation of financial plans, and coordination of information with client's tax accountants and estate planning attorneys. Mike has a lead role in assisting clients with complex issues such as Rule 144 transactions and restricted stock holdings, and coordinating estate distributions with clients and their heirs. Mike is a former CPA, a graduate of the University of Wisconsin-Eau Claire, and lives in Plymouth with his wife Pam.

                80 South 8th Street
                Suite 2900
                Minneapolis, MN 55402
              • Andrea Murray

                Andrea Murray

                Senior Client Associate

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                  Andrea is usually the first voice you hear when you call the Major Close Watkins Wealth Management Group. Since entering the industry in 1996, she has developed a range of skills that help streamline operations for the team and its clients. Her responsibilities include opening and servicing new accounts, answering monthly statement questions and managing all client correspondence, in addition to helping manage account changes and other important client needs. Andrea takes pride in providing clients with the personalized attention and solution-oriented service they deserve. She currently lives in Edina with her husband, Kent and their three children.

                        681 East Lake Street
                        Wayzata, MN 55391
                      • Carson Walker

                        Carson Walker

                        Senior Wealth Strategy Associate

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                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • FL
                        • GA
                        • IA
                        • ID
                        • IL
                        • IN
                        • KS
                        • KY
                        • MA
                        • MD
                        • MI
                        • MN
                        • MO
                        • MT
                        • NC
                        • ND
                        • NE
                        • NJ
                        • NY
                        • OK
                        • OR
                        • PA
                        • SC
                        • SD
                        • TX
                        • VA
                        • WI
                        • WY

                        Carson Walker joined the Major Close Watkins Wealth Management Group in 2018. Carson supports the Major Close Watkins Wealth Management Group by servicing high-net-worth and ultra-high-net worth clients. He provides operational and sales assistance to navigate systems, resources, and departments within the firm to streamline the administrative and operations processes. Carson has experience with executive compensation plans, 401(K)s, financial planning, alternative investments and is the point of contact for next generation clients. Carson is a graduate of University of Wisconsin Platteville, and lives in Orland Park with his wife Jessica, their son and English Bulldog.

                              One North Wacker Drive
                              Suite 3700
                              Chicago, IL 60606

                            Private Wealth Management

                            As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

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