Lasting relationships

Understanding what matters most to you

Office lobby

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Father and daughter

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Charles-Powers

    Charles Powers

    Managing Director

    Market Head

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    • AR
    • AZ
    • MA
    • NM
    • NV
    • UT

    Chuck began his career in the Financial Services industry in 1994 with Merrill Lynch in Newark, New Jersey and worked as a Senior Financial Advisor for 11 years. He joined UBS in 2005, to pursue a management career and started as a Management Training Advisor in Lincoln Harbor training new FAs while participating in the firm's Leadership Management Development Program. In 2007, he became the UBS Branch Manager in Boise, Idaho. In September 2009, he became Complex Director for the Mountain Complex and in 2014, the Mountain Complex and Nevada/Utah Complex were merged with Chuck heading the new larger territory.  In July of 2016, UBS reorganized its operating model and Chuck was appointed Market Head of the Desert Market, headquartered in Las Vegas and also overseeing Arizona and New Mexico.  Chuck received his Bachelor of Science in Management Science from Lock Haven University in Lock Haven, Pennsylvania.  He lives in Las Vegas with his wife Fanny and three boys Luke, Markus and Quentin.

          10801 W. Charleston Blvd.
          Suite 400
          Las Vegas, NV 89135
        • Gina Wiegert

          Gina Wiegert

          Authorized Officer

          Assistant Market Head

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • MD
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OK
          • OR
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
                10801 W Charleston Boulevard
                Suite 400
                Las Vegas, NV 89135
              • Janet Leahy

                Janet Leahy

                Director

                Market Administrative Officer

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                • AZ

                Janet is currently the Market Administrative Officer for the Desert Mountain Market for UBS. She recently relocated from Seattle, where she  managed for UBS in the Puget Sound area for 19 years.

                Prior to her current role, Janet was the Market Administrative Officer for the Seattle/Oregon Market area (6/2016 - 8/2019), the Seattle Complex Administrative Manager (2011–2016) and also served as the Administrative Manager for Seattle and Bellevue offices (2000-2011). Janet began her career in the financial services industry in 1991 at Paine Webber, New York and also worked at Kemper Securities (1992-1993) and Sutro & Co (1993-1999), both in Scottsdale, Arizona.

                Janet is passionate about animal protection and rights and has served as a volunteer for Pasados Safe Haven in Sultan, WA.

                Janet received her BA in Communications from Queens College of the City University of New York in 1991. She and her husband, Patrick, live in Scottsdale with their two Chesapeake Bay Retrievers and enjoy international traveling.

                      2575 East Camelback Road
                      Suite 900
                      Phoenix, AZ 85016
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                      Jeffrey Potter

                      Director

                      Supervisory Officer

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                      • AZ
                      • CA
                      • ID
                      • MT
                      • NM
                      • NV
                      • UT

                      Jeff has 20+ years of experience in financial services with prior management roles at Wachovia Securities & Morgan Stanley/Smith Barney.  He relocated to Las Vegas in 2018 from Connecticut where he had previously spent his entire career.  Jeff attended the University of Maryland and hold Series 3,7,9,10,63 & 65 licenses as well as the CFP designation.   

                       

                      Registered States:

                      AZ, CA, ID, MA, MT, NM, NV, NY, UT

                       

                       

                            10801 W Charleston Boulevard
                            Suite 400
                            Las Vegas, NV 89135
                          • Susan-Plante

                            Susan Lynn Plante

                            Executive / Team Assistant

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                              Susan joined UBS after an 18-year tenure with Arrow Electronics, Inc., a Global Fortune 150 Electronics Company. She was most recently the Business Operations Manager for North America, and also held several other key roles in Business Operations, support and executive administration over the years at Arrow.  Having moved to Las Vegas from Southern California in Aug 2016, Susan has three grown children and she originally hales from Calgary, Alberta, Canada.

                                    10801 W Charleston Boulevard
                                    Suite 400
                                    Las Vegas, NV 89135
                                  Education financing

                                  Education financing

                                  Retirement planning

                                  Retirement planning

                                  Multigenerational planning

                                  Multigenerational planning

                                  A way forward

                                  Understanding your life, your wealth and what you want to accomplish.

                                  We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                                  Let's talk about how we can help you plan for the life you want

                                  Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                                  Backed by the strength of UBS

                                  A global leader in wealth management

                                  $3.3 trillion

                                  In invested assets globally 
                                  As of 12/31/2021

                                  51 countries

                                  Our global footprint

                                  Global leader

                                  UBS is a world-leading wealth manager

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