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MEMBER PROFILE

 

Candace Cline

UBS

 

Member profile details

Membership level
Charlotte Sponsor
First name
Candace
Last name
Cline
Title
Senior VP - Wealth Management
Company
UBS
 

CONTACT INFORMATION

City
Charlotte
State
North Carolina
 

PROFILE INFORMATION

Call me when
You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
Profession
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Investments
  • Lending
  • Philanthropy
  • Retirement
Client Industry(ies)
  • Consumer Services
  • Manufacturing
  • Real Estate/Construction
Professional Certification(s)
CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst
In Business Since
2004
LinkedIn profile link
www.linkedin.com/in/candaceclineubs
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