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The Goldston Financial Group
615-750-8150
800-277-9350
615-750-8100 fax
Send us an e-mail: charlotte.goldston@ubs.com
Team Members:
Charlotte C. Goldston
First Vice President - Investments
charlotte.goldston@ubs.com

Jeffrey Chris Kirk
Client Service Associate
jeffrey.kirk@ubs.com

Vera "Gigi" Certain
Client Service Associate
vera.certain@ubs.com

Craig E. Lodge, CFP®
Account Vice President
Advisory and Brokerage Services
craig.lodge@ubs.com

Cara Leann Hunley
Client Service Associate
cara.hunley@ubs.com

What is important to you? At UBS, that’s where our conversation begins.

Helping you find those answers is what the relationship between you and us is all about. Because the better we understand how you envision your future, the better we can work together to help you shape it. And our approach is a simple one: Based on your goals and priorities, we’ll partner with you to help you plan your most meaningful milestones and all you hope your future can be. 

Learn about Our Team
Investment Insights
Our Perspective
The Strength of UBS strength_ubs.pdf (184kb)
Leaving Your Employer? Options for Your Retirement Plan rpdd_leaving_your_employer.pdf (3823kb)
The Guide to Retirement Plans for Business Owners and Professionals ret_business_owners.pdf (2831kb)
Market Outlook Our_Market_Outlook.pdf (1292kb)
Retirement Income Workbook - Creating the Retirement You Envision Retirement_Workbook_Q002_7_07.pdf (555kb)
Take a Tour of Online Services
Making the Most of Your Retirement Savings - A Case For Consolidation ret_nwltr_Making_the_Most_of_YourRetirementSavings.pdf (56kb)
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