We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Courtney L. Jones
I began my career at UBS in 2002 in the financial advisor training program. Since then I've earned the Certified Financial Planning (CFP®) designation and experience in equity compensation (stock options, RSUs and ESPP). I enjoy managing clients’ needs while balancing the everchanging world of investments and tax code. In addition, I work with clients and their tax and legal advisors to implement comprehensive wealth transfer strategies intended to achieve their charitable giving and estate planning objectives while minimizing estate and income taxes. Over the years I've become more interested in the topics of behavioral finance and financial wellness. I am also passionate about attracting and retaining women in the financial planning profession and am Co-Chair of UBS' local diversity chapter. I graduated from Villanova University and received my MBA in Finance from University of San Francisco. Most recently I attended the Executive Program for Women Leaders at Stanford's Graduate School of Business. Originally from New Jersey, I've lived in the Bay Area for the last 20 years. Currently I live in Alameda with my husband, son and daughter. We enjoy traveling to visit family on the East Coast and love sailing on San Francisco Bay.
AL, AZ, CA, CO, CT, FL, GA, HI, IL, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, WA
Linda "Charlie" Campbell, CFA
Charlie Campbell, CFA, joined UBS Financial Services Inc. in 2006 after a 30-year career in the investment industry.
She began her investment career in 1976 as a stockbroker, handling both private and institutional accounts, at Kidder, Peabody & Co., Inc. in San Francisco.
In 1996, she founded and was president and chief investment officer of Campbell Capital Management, an independent investment advisory firm, where she managed equity portfolios for private investors and was managing partner of and portfolio manager for Epiphany Partners, LP, a long/short, technology-oriented hedge fund.
Ms. Campbell joined UBS in order to provide her clients with the resources of a truly global investment powerhouse, a holistic approach to wealth management, and a commitment to helping clients achieve their financial goals with confidence and peace of mind.
AZ, CA, CO, MA, MI, NJ