Since 1983, Charles has garnered extensive financial and client service experience and currently serves as Senior Vice President – Wealth Management and Wealth Advisor in the Fort Lauderdale, FL branch of UBS Financial Services, Inc. His mission is to be the primary source for his clients' financial needs and help provide quality investment services and estate planning strategies tailored specifically to each client’s best interests. In addition, he leverages his experience, along with UBS’ vast array of products and services to help clients preserve wealth and grow their assets. Charles is a graduate of James Madison University, Harrisonburg, VA with a Bachelor of Science degree in Public Administration.

Outside of work, Charles is an active volunteer with the American Cancer Society, The Juvenile Diabetes Association and UJF of Broward County. He serves on the Boards of The Tower Forum, Broward County Education Foundation, and is a former member of IMPACT, for The Performing Arts Center, in Fort Lauderdale. He is an active member of NADP, The National Association of Divorced Professionals. In his spare time, he enjoys traveling.

• Certificate in Financial Planning from Florida State University

• B.S. Public Administration, James Madison University

• FINRA Series 7, General Securities Representative
• FINRA Series 63, Uniform Securities State Agent
• FINRA Series 65, Investment Advisor Representative
• FL Life, Health, Long Term Care, Variable Life Insurance and Variable Annuity Licenses
• WA, Life and Variable Annuity Licenses

• Active volunteer, American Cancer Society, Juvenile Diabetes Association and UJF of Broward County, FL
• Board Member, Tower Forum, Fort Lauderdale, FL

AZ, CA, CO, FL, GA, MI, NC, NJ, NY, OH, OR, PA, TN, TX, VA, WI