Charles Whitney - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Palm Beach Gardens, FL. With a focus on lasting relationships, they offer knowledgeable perspective, good judgement, and broad experience to help clients organize their finances around their short-term needs, longer-term goals, and future generations.
Charles Whitney, a Senior Vice President and Wealth Management Financial Advisor, is a seasoned professional who graduated from The University of Alabama with a Bachelor of Science degree in Corporate Finance. With a mission to address clients' concerns and properly position their portfolios for retirement, Charles provides solid life-planning advice and access to the knowledge, experience, and vast resources of UBS, one of the largest and most stable financial institutions worldwide.
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