The right moves for your financial future

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Keep moving forward with confidence. You don't have to go it alone. We can help you with clear advice, wherever you are in life. We start by listening and understanding what drives your passions and what impact you want to make in the world. Then we'll make a plan together, get you on the right path and help you make the smart moves every step of the way.

UBS Private Wealth Management - Atlanta, GA

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.

  • Robert Moore

    Robert Moore

    Director

    Market Administrative Officer

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • PR
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Robert Moore is a native of Mobile, AL and a proud graduate of The University of Alabama. Prior to joining us at UBS, Robert was a Business Service Officer at Morgan Stanley where he partnered with Financial Advisors and Team Associates to achieve Individual and Firm goals through Sales and Service alignment. Robert also brings more than a decade of experience in Client Service from previous firms including Merrill Lynch and Ameriprise Financial. In his free time Robert enjoys the Arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.

    “ I am very excited to continue partnering with our Advisors and Team Associates as the Market Administrative Officer, and I look forward to supporting the continued growth and success of the South Market. – Roll Tide!”

          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
          robert.moore@ubs.com
          Robert Moore
          3560 Lenox Rd NE,Atlanta,GA,30326
        • Karmen

          Karmen Keup

          Executive Director

          Associate Market Executive

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          • AK
          • AL
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • MT
          • NC
          • ND
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • PR
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VI
          • VT
          • WA
          • WI
          • WV
          • WY

          Above all, Karmen is passionate about helping successful financial advisors, their team and their clients experience enhanced growth.  She has led an impressive career in sales leadership in her over 25 years of working in the finance industry.  She has been with UBS for a majority of her career holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City and Market Director for the Southwest Florida Complex.  Most recently, Karmen has stepped into the role of Associate Market Executive for the South Market and will be in our Atlanta (Buckhead) office.

          A self-described results-oriented growth and execution professional, Karmen focuses on a client forward philosophy.  Her goal is to ease the process of doing business.  She is committed to creating a culture of positivity and productivity allowing for individualized experiences for all clients, financial advisors and team associates.  For Karmen, helping people is the most rewarding part of the role.

          Growing up in Montana, Wyoming and Colorado provided Karmen with a solid grounded approach to the professional and personal balance that is crucial to true success. Achieving her BSBA in Marketing from the University of Denver prior to the start of her career as a Financial Advisor in Beverly Hills provided a foundation for her flourishing career. When she in not at work, Karmen can be found spending quality time with her family, exploring great new restaurants or embarking on a personal or competitive run.

                6070 Poplar Avenue
                Triad Center III
                Memphis, TN 38119
                karmen.keup@ubs.com
                Karmen Keup
                6070 Poplar Avenue,Memphis,TN,38119
              • Elizabeth Driscoll

                Elizabeth Driscoll

                Executive / Team Assistant

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                  Elizabeth is the Executive Team Assistant for the South Market at UBS Financial Services, Inc. She plays a crucial role in ensuring her colleagues have all the necessary tools and resources to serve their clients effectively. The South Market encompasses Wealth Management and Private Wealth Management teams across GA, TN, AL, AR, MS, and LA, and Elizabeth is based in Buckhead Atlanta.

                  Before joining UBS in November 2024, Elizabeth spent five years at Morgan Stanley, where she began her career in Finance and Senior Leadership support. Her exceptional attention to detail, organizational prowess, and effective communication skills have significantly contributed to her success in large and fast-paced enterprises.

                  Elizabeth holds a Bachelor of Arts in Anthropology from the University of Georgia. Outside of her professional life, Elizabeth has a passion for traveling and exploring new cultures. Elizabeth resides in Decatur, GA with her husband, Bobby, and their beloved German Shepherd, Rocco.

                        3560 Lenox Rd NE
                        28th Floor
                        Atlanta, GA 30326
                        elizabeth.driscoll@ubs.com
                        Elizabeth Driscoll
                        3560 Lenox Rd NE,Atlanta,GA,30326

                      A focus on personalized access and service

                      Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                      Three generations in apple orchard

                      Turn possibilities into a plan

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                      A leading global wealth manager

                      A new era of wealth is underway

                      And this is your time to define success on your terms.

                      Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

                      When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $7 trn

                      UBS Group invested assets
                      As of 12/31/2025

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a leading and truly global wealth manager

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