Chuck began his career in the Financial Services industry in 1994 with Merrill Lynch in Newark, New Jersey and worked as a Senior Financial Advisor for 11 years. He joined UBS in 2005, to pursue a management career and started as a Management Training Advisor in Lincoln Harbor training new FAs while participating in the firm's Leadership Management Development Program. In 2007, he became the UBS Branch Manager in Boise, Idaho. In September 2009, he became Complex Director for the Mountain Complex and in 2014, the Mountain Complex and Nevada/Utah Complex were merged with Chuck heading the new larger territory. In July of 2016, UBS reorganized its operating model and Chuck was appointed Market Head of the Desert Market, headquartered in Las Vegas and also overseeing Arizona and New Mexico. Chuck received his Bachelor of Science in Management Science from Lock Haven University in Lock Haven, Pennsylvania. He lives in Las Vegas with his wife Fanny and three boys Luke, Markus and Quentin.
AR, AZ, MA, NM, NV, UT
Jordan W. Grangard, CEPA®
Certified Exit Planning Advisor (CEPA®)
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Jordan began his career with UBS Financial Services in July, 2012 as a member of the National Sales Team as an analyst for the Business Acquisition and Integration Department in Weehawken, NJ. In early 2014, Jordan was promoted to the role of Regional Business Strategist for the Northwest Region headquartered out of San Francisco. In mid-2015 Jordan moved to Las Vegas to join the UBS Mountain Complex as the Assistant Complex Director covering nine branches in Nevada, Utah, Idaho and Montana. Upon the July 2016 UBS reorganization of its operating model, Jordan was appointed Assistant Market Head of the Desert Market which includes Las Vegas, Arizona and New Mexico. Jordan received his Bachelor of Science in Business Administration with a dual concentration in Finance & Marketing and a minor in Communications from Fordham University where he was a Varsity Baseball player and team captain in 2012. Jordan originally hails from Palm Beach County, Florida
AZ, CA, CO, FL, ID, MA, MT, NM, NV, NY, TX, UT, WY
Sherry began her career in the Financial industry in 1987 with EF Hutton in Seattle, WA. In 1990 she joined Piper Jaffray and came to UBS when Piper Jaffray was purchased by UBS. Sherry has held several management positions over the years and is currently the Supervisory Officer in the Desert Market. Sherry is a native of Hampton, Iowa and has lived in Dallas, TX and Seattle, WA. Sherry moved to Las Vegas in 2015 with her husband Jerry. Sherry and Jerry have three grown daughters and five grandchildren. Sherry enjoys traveling, cruising, spending time with family and golf.
Shannon joined UBS in April of 2011. Prior to joining UBS, Shannon spent 13 years with Merrill Lynch where she was a Financial Advisor for seven years and various other roles during her tenure. She also spent two years with Wachovia Securities as an Assistant Vice President and Financial Advisor. Shannon attended the University of Phoenix and holds Series 6,7,63, and 65 licenses. She has been married for 29 years with two great sons who are both currently attending college.
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Susan has just joined UBS after an 18-year tenure with Arrow Electronics, Inc., a Global Fortune 150 Electronics Company. She was most recently the Business Operations Manager for North America, and also held several other key roles in Business Operations, support and executive administration over the years at Arrow. Having moved to Las Vegas from Southern California in Aug 2016, Susan has three grown children that still live throughout California. Susan originally hales from Calgary, Alberta, Canada – and is currently a Calgary Flames hockey fan but she is trying to convert to a Las Vegas Knights fan.