Lasting relationships

Understanding what matters most to you

Empty boardroom

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

    Branch Manager

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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
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    • OK
    • OR
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    • 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
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          John Kotsonis

          Director

          Admin Manager

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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
                7950 Summerlin Lakes Drive
                Suite 1
                Fort Myers, FL 33907
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                Richard Reinhardt

                Director

                Supervisory Officer

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                • FL
                      Home Worker NC
                      Home Worker NC, NC 000
                    Education financing

                    Education financing

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Are you ready for anything?

                    A Liquidity strategy can help.

                    In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                    Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                    Backed by the strength of UBS

                    A global leader in wealth management

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                    In invested assets globally 
                    As of 12/31/2021

                    51 countries

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                    UBS is a world-leading wealth manager

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