Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three people sitting in office

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.

  • Karmen Keup Profile Photo

    Karmen Keup

    Executive Director

    Market Director

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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 teams and their clients experience enhanced growth. She has led an impressive career in sales and leadership in her 22 years working in the finance industry.  She has been with UBS for over 20 years holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City.  Most recently, Karmen has stepped into the role of Branch Manager and is responsible for the Bonita Springs, Fort Myers and Sarasota offices.

    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 is not at work, Karmen can be found exploring great new restaurants or embarking on a personal or competitive run.

          7950 Summerlin Lakes Drive
          Suite 1
          Fort Myers, FL 33907
          karmen.keup@ubs.com
          Karmen Keup
          7950 Summerlin Lakes Drive,Fort Myers,FL,33907
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          Verity San Souci

          Director

          Market Administrative Officer

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          • AL
          • AR
          • CA
          • DC
          • FL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
          • PA
          • SD
          • UT
          • VT

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
                verity.sansouci@ubs.com
                Verity San Souci
                101 E Kennedy Blvd,Tampa,FL,33602
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                Kinsley Morrow

                Associate Director

                Project Manager

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                • FL
                • KS
                • NC

                      525 Okeechobee Blvd
                      Suite 1500
                      West Palm Beach, FL 33401
                      kinsley.morrow@ubs.com
                      Kinsley Morrow
                      525 Okeechobee Blvd,West Palm Beach,FL,33401
                    Three generations in apple orchard

                    Turn possibilities into a plan

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                    UBS Year Ahead 2025

                    Roaring 20s: The next stage

                    Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                    A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                    Read the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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