
Charles Verner
UBS Financial Services, Inc. |
Charles Verner’s Experience Vice President - Investments
UBS Financial Services Inc
http://financialservicesinc.ubs.com/fa/charlesverner/
(Public Company; UBS; Financial Services industry)
July 1987 — Present
Since 1983, Charles has garnered extensive financial and client services experience, and currently serves as Vice President–Investments in the Ft. Lauderdale branch of UBS Financial Services Inc. His mission is to be the primary source for a client’s financial needs, and help provide quality investment services and estate planning strategies tailored specifically to a client’s best interests. In addition, he leverages his experience along with UBS’s vast array of products and services to help client’s preserve wealth and grow their assets. Charles serves the needs of high net worth individuals and families, as well as professionals and businesses. Among his areas of focus are asset management, tax-efficient investing and retirement strategies and estate planning strategies.
401 East Las Olas Boulevard
Suite 2300, Las Olas Centre
Ft. Lauderdale, FL 33301
954-527-6314
charles.verner@ubs.com |