Let's move forward. Together.

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.

Two women in office

Charles "Ross" Heare, CFP

Financial Advisor

Before joining UBS in 2017, Ross spent five years as a financial services wholesaler with Jackson National Life in Nashville, Tennessee. During his time with Jackson, Ross had the opportunity to work with financial professionals and their clients all across the country. Through these interactions, he came to understand the huge impact that a qualified, trustworthy financial professional can have on his or her clients' financial well-being. This inspired Ross to earn the CERTIFIED FINANCIAL PLANNER™ designation, and pursue a career that would enable him to work directly with clients. 

Ross' experience and education as a CFP® professional uniquely qualify him to help clients with estate planning, insurance needs analysis, college education funding, and retirement income planning. One of Ross' roles as part of The Goth / Heare Wealth Management Group is to engage with clients to develop holistic plans specifically tailored to address their personal and professional financial goals, and to ensure that all of their assets are working together toward the goals they've set. In 2017, Ross returned to establish his home in Beaumont, Texas with his wife, Allison, and their newborn twins: Mary McLeod & Charles Taylor.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • FL
  • GA
  • IL
  • KS
  • LA
  • MD
  • NC
  • NM
  • TN
  • TX

Education

  • Bachelors Degree, University of Mississippi

Credentials

  • CERTIFIED FINANCIAL PLANNER™
3450 Dowlen Road, Suite A
Suite A
Beaumont, TX 77706
  • (409) 654-3235

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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$5.8+ trn

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As of 03/31/2024

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