The Clute Wealth Management Team
Our staff members in service to our clients
Heidi Clute has assembled a team of financial consultants and assistants to work with her clients and help her carry a special level of expertise, personal attention and friendly service throughout the organization.
Meet Christina Ubl
Christina Ubl, Certified
Financial Planner™ or CFP® professional, joined Clute
Wealth Management in 2000 after graduating from State
University of New York at Plattsburgh, with a BS
in Business Management. In 2001, she became a licensed
Insurance Broker. In 2003, she continued to grow
her credentials by becoming a Stock Broker and in
2006 became a LPL Registered Securities Principal.
Her volunteer efforts include serving on the committee
for the Red Cross North Country Chapter Fire &
Ice Fundraiser. Christina, a native of
Willsboro, NY, and her husband have two children,
Kennedy and Paige. They enjoy relaxed travel with
extended family.
on the team...
Clute Wealth Management adheres to the following code of ethics: Paladin Code of Ethics