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MEMBER PROFILE

 

Charles McCool

UBS

 

Member profile details

Membership level
Connecticut - Fairfield County
First name
Charles
Last name
McCool
Title
Senior Vice President-Wealth Advisor
Company
UBS
 

CONTACT INFORMATION

City
Westport
State
Connecticut
 

PROFILE INFORMATION

Call me when
My team provides detailed financial plans and investments for business owners/sellers and others. Our goal is to help our clients make the best, informed, and thoughtful financial decisions.
Profession
  • Wealth Manager
Functional Expertise
  • Equity
  • Finance
  • Lending
  • Retirement
Client Industry(ies)
  • Financial Services
In Business Since
1999
How to contact
charles.mccool@ubs.com
LinkedIn profile link
www.linkedin.com/in/charlesmccool
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