by uvwaadmin | Feb 10, 2025
COO, CCO, UVWA Branch Manager, RJFS Bryan is a seasoned professional with 25+ years of experience in the financial services industry. In his multiple roles, he brings a wealth of knowledge and expertise to our organization. Bryan is deeply passionate about the...
by uvwaadmin | Feb 10, 2025
CLIENT INFORMATION ANALYST Gary brings over two decades of financial experience to Uhler Vertich White Advisors, LLC, including financial management positions with J.P. Morgan Chase and Phillips Medical Systems. As a Planning Assistant, Gary provides portfolio...
by uvwaadmin | Feb 10, 2025
CLIENT SERVICES ASSOCIATE As a Client Service Associate, Wendy supports financial advisors in managing daily operations, enhancing client communication, and ensuring a seamless administrative experience. She is currently pursuing industry licensing and is committed to...
by uvwaadmin | Feb 10, 2025
Registered Financial Services Associate Janelle brings a wealth of experience and expertise to her role as a financial planning assistant at Uhler Vertich White Advisors, with an impressive 18-year tenure in the financial services industry. Her primary focus is on...
by uvwaadmin | Feb 10, 2025
Registered Financial Services Associate Christine Casale has been serving clients in the financial services industry since 1994, bringing over 30 years of experience and a strong commitment to personalized, client-focused solutions. Known for her attention to detail...
