• UBS

Charles J. May

Senior Vice President Wealth Management at UBS Financial Services Inc.

Charles J. May, CFP, is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Coral Gables, Florida, where they advise high-net-worth families from Central America and the Caribbean on investments, asset allocation, and estate planning strategies. With over 35 years of experience in the Financial Services industry, they have built strong relationships based on service and trust at firms such as Wells Fargo Advisors, EFG, and Dresdner Bank Latinamerika AG. Charles holds a Bachelor of Arts in Business with a major in finance from the University of Maryland and a Master of Arts in Business Administration from Bowie State University. Additionally, they possess the CERTIFIED FINANCIAL PLANNER™ certification and are fluent in Spanish and German.

Location

Miami, United States

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