Lasting relationships. For all that matters

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.

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-Oddo

    Charles S. Oddo, CRPC, CRPS

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TX
    • VA
    • VT
    • WA

    Since 1981, my passion has been helping successful people pursue their financial goals. I strive to make a positive impact on their lives and build lifelong relationships. Prior to joining UBS Financial Services in 1993, I was associated with Shearson Lehman Brothers and David Lerner Associates. It is my responsibility to provide clients with a customized, comprehensive wealth management plan. I received my B.A. in management and finance from Hofstra University and have earned the Chartered Retirement Plans Specialist andChartered Retirement Planning Counselor designations. I am Series 7, 8, 52, 63, 65, life, health and annuity insurance licensed.

    A resident of Huntington for the past 35 years, I am extremely active in my community, having served as past president and board member of the Rotary Club of Huntington Station and a former member of the South Huntington School District Board of Education. I helped establish the Interact Club for Walt Whitman H.S., and volunteer with St. Hugh’s Soup Kitchen, the American Cancer Society, Habitat For Humanity and the Crohn’s & Colitis Foundation. I enjoy reading, skiing, coaching baseball, athletic training and spending time with my three sons, Gregory, Charley and Daniel, and my dog.

    • 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.

    • Hofstra University, B.A. in Management and Finance
    • Portfolio Manager
    • Wealth Advisor
    • Senior Retirement Plan Consultant
    58 South Service Road
    Suite 310
    Melville, NY 11747

The Year Ahead - Sustainable Investing

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

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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