Experience

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.

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.