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.
Charles S. Oddo, CRPC®, CRPS®
Since 1981, my passion has been helping successful people pursue their financial goals. I strive to make a positive impact on their lives and build lifelong relationships. Prior to joining UBS Financial Services in 1993, I was associated with Shearson Lehman Brothers and David Lerner Associates. It is my responsibility to provide clients with a customized, comprehensive wealth management plan. I received my B.A. in management and finance from Hofstra University and have earned the Chartered Retirement Plans Specialist andChartered Retirement Planning Counselor designations. I am Series 7, 8, 52, 63, 65, life, health and annuity insurance licensed.
A resident of Huntington for the past 35 years, I am extremely active in my community, having served as past president and board member of the Rotary Club of Huntington Station and a former member of the South Huntington School District Board of Education. I helped establish the Interact Club for Walt Whitman H.S., and volunteer with St. Hugh’s Soup Kitchen, the American Cancer Society, Habitat For Humanity and the Crohn’s & Colitis Foundation. I enjoy reading, skiing, coaching baseball, athletic training and spending time with my three sons, Gregory, Charley and Daniel, and my dog.
AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, VA, WA, WV
Karen Gale Guthart
Senior Client Service Associate
I support the Oddo Wealth Management Group with my extensive knowledge of the firm’s investment products. Maintaining relationships with clients to understand their needs and providing an exceptional level of service are my goals. I earned a bachelor’s degree in retailing with a minor in finance from Syracuse University. In my spare time, I enjoy being active with my children's school, reading, playing tennis, shopping and spending time with family and friends. I actively support the Kids in Special Services Program (KISS) and the Multiple Sclerosis Foundation. My husband, Mark, and I live in Plainview with our two children.
CA, CT, FL, GA, IL, MD, NJ, NV, NY, PA, RI, VA