Experience

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!”

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.

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.