Let's move forward. Together.

• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• MA
• MI
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• VA
• WI

Since 1983, Charles has garnered extensive financial and client services experience

and currently serves as Senior Vice President–Wealth Management in the Fort

Lauderdale, FL, branch of UBS Financial Services Inc. His mission is to be the primary

source for a client’s financial needs. Among his areas of focus are asset management,

tax-efficient investing, and retirement and estate planning strategies.

Charles worked for PaineWebber before it was acquired by UBS as a Vice

President–Wealth Management. He acted as the co-host of Money Talk, an open

forum radio show airing on WFLT-AM and WSBR-AM in the Fort Lauderdale and

Boca Raton, FL, radio markets.

A planning approach

Charles Verner plays a key role with Verner & Gromley Wealth Management,

helping to create the financial and estate plans that serve as the cornerstone of

their clients’ financial lives. He anchors planning in a deep understanding of what

each client wants to accomplish over the near and long term. He works closely with

clients to build a comprehensive financial plan and then carefully tracks progress—

ensuring that the plan remains aligned with their overall goals and objectives over

time.

Past experience

- Vice President -Wealth Management PaineWebber (1987-2000)

- Financial Advisor- First Florida Securities Inc. (1983-1987)

Education and credentials

- FSU Certificate in Financial Planning

- B.S. Public Administration, James Madison University

- Series 7, 63, and 65 Security Licenses

- Florida 2-15 Life, Health and Variable Annuity Insurance License

Life

Charles is an active volunteer with the American Cancer Society, Community

Foundation of Broward, Lighthouse of Broward County and UJF of Broward

County. He formerly served on the Boards of The Tower Forum and The Broward

Education Foundation and is a former member of IMPACT, for The Performing Arts

Center, in Fort Lauderdale. In his spare time, he enjoys traveling.

• James Madison University, Harrisonburg VA , Bachelor of Science degree in Public Administration.

• Series 7, 63, and 65 Security Licenses
• FSU Certificate in Financial Planning
• Florida 2-15 Life, Health and Variable Annuity Insurance License

• AZ
• CO
• CT
• FL
• GA
• HI
• ID
• MA
• MI
• NC
• NJ
• NY
• OH
• OK
• OR
• PA
• SC
• TN
• TX
• VA
• WI

As a CERTIFIED FINANCIAL PLANNER™ professional, Justin takes a holistic, personalized approach to bring all the pieces of your financial life together. Whatever your concerns, she can help you create a comprehensive financial plan to address your important priorities. Over the last 16 years, Justin has put her experience to work for each of her clients, helping them find the best way forward to pursue the goals that truly matter.

Turning possibilities into a plan Justin Gromley's role, through Verner & Gromley Wealth Management, focuses on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, she takes the time to understand all you want to accomplish and then helps craft a flexible plan aligned with where you are and where you want to go, including a retirement on your terms. Drawing on her in-depth experience, Justin can provide you with the advice, insights and customized solutions you need to pursue what’s important to you now and in the future.

Past experience

- Vice President Investments, Financial Advisor J.P. Morgan Securities LLC (2009-

2019)

- Financial Advisor Ameriprise Financial (2007-2009)

Education and credentials

– CERTIFIED FINANCIAL PLANNER™ professional

– B.S. Finance, University of Florida

– Series 7, 66 securities licenses

– Florida 2-15 Life, Health

and Variable Annuity Insurance License

Life

– Justin is a native of South Florida and in her free time she loves to travel, read,

spend time in the ocean and outdoors, and enjoys yoga and maintaining a healthy

lifestyle.

• CERTIFIED FINANCIAL PLANNER®

• AL
• CA
• CO
• CT
• FL
• GA
• IN
• LA
• MA
• MD
• MI
• MN
• NC
• ND
• NY
• PA
• SC
• TX
• VA
• WA

Wealth Management Philosophy
Fully embracing the team’s guided principles and client focus, Alison views exceptional service as her top priority. She places equal importance on client issues and concerns, consistently seeing them through to completion. An effective communicator, she consistently follows up with our clients to strengthen the relationship and build trust. She works closely preparing client reviews, financial plans and portfolio proposals. She is appreciated for her warmth, thoughtfulness and dedication.

Credentials and Credibility
With over a decade of experience in the financial services industry, Alison enhances our client relationships by providing valuable insights and knowledge needed to serve our clients in a professional and timely manner. Alison continues to be a high-achieving member of our team, gaining deeper knowledge about the different facets of our practice.
– M.B.A. marketing, Lynn University
– B.S. business administration, Lynn University; summa cum laude
– FINRA Series 7 and 66 securities licenses
– Member of Sigma Beta Delta
– 4-year starter and scholarship student-athlete with appearance in NCAA Sweet Sixteen, Varsity Women’s Soccer

• AZ
• CA
• CO
• CT
• FL
• GA
• IL
• NC
• NJ
• NY
• OH
• PA
• UT
• VA

Mindy is a Wealth Management Associate and has worked at UBS for almost 15 years. She is often the initial point of contact for clients, an integral part of our team who oversees most operational, administrative and service related tasks. Client focus and organization are her top priorities. She is efficient and follows through which leads to stronger client relationships. Her responsibilities include assisting clients with account documentation, asset transfers, banking services, tax reporting and online support. She carries Series 7, 66 & 31 licenses.

Mindy Graduated from University of Central Florida in 2002 with a Bachelor of Science in Business Administration and Finance. Prior to joining UBS in 2009, she worked at Morgan Stanley in the operations area and also as a Client Service Associate. She takes pride in the fact she has learned many different roles in the financial services industry.

When she isn't working, Mindy enjoys spending time with her husband, Curtis, and their two children, Tyler and Lexie, which both play competitive sports. She also likes to shop, travel, and is an active runner locally.