Chuck Heare and his son, Ross, along with Tommy Goth and his daughter, Jennifer, have joined Ameriprise’s Q5 Wealth Management channel, a financial advisory practice based in Beaumont, Texas, that was owned by UBS until 2024. The team was formerly known as Goth Heare Wealth Management Group, where they managed over $480 million in client assets.
Q5 Wealth Management currently overlooks 11 financial advisors who manage more than $1.9 billion in client assets. The firm added six financial advisors in the past year.
Chuck Heare holds 37 years of experience, having worked previously at Merrill Lynch and Morgan Stanely . He worked at UBS for nearly 20 years, starting in 2005. Ross Heare has 12 years of experience and joined his father at UBS in 2017.
Tommy Goth began his career at Citigroup in 1994 and moved to UBS in 2008. Jennifer Goth began her career nine years ago at UBS.
