Candace Cline
UBS
Charlotte,
North Carolina
Professional Profile
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.
Professions
Wealth Manager
Functional Expertise
Charitable giving
Estate planning
Investments
Lending
Philanthropy
Retirement
Professional Certification
CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst
Client Industries
Consumer Services
Manufacturing
Real Estate/Construction
Chapter information
Membership
Charlotte Sponsor
Member since
Member for 3 years
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