Heather joined UBS in 2008 and has 22 years experience in the financial services industry. She holds series 7 and 66 securities licenses and is insurance licensed in Life, Health, Accident and Variable Annuities.

Registered States:
FL, KY, NY, OH, TX

Charlene joined UBS in 2004 and has 25 years of experience in the financial services industry. She holds series 7 and 63 securities licenses.

Registered States:
FL, IN, KY, OH