Lasting relationships. For all that matters

Great Barrier Reef

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.

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.

  • Greg Kadet

    Gregory R. Kadet

    Managing Director

    Market Director

    • image
    • image
    • image
    • FL
    • ND
    • NH
    • OH

    Professional History

    Greg is the Managing Director and Market Head for UBS' Greater Florida
    Market. He is a key member of UBS Global Wealth Management's
    Leadership Team and has worked for UBS more than 23 years. Prior to his
    current role as Market Head, Greg held positions as the Atlantic Region
    Executive Director, Branch Manager of offices in suburban St. Louis,
    Assistant Branch Manager in Chicago and Account Vice President and
    Financial Advisor in Denver, CO & Phoenix, AZ. Through his experiences
    and various roles at UBS, Greg has developed strategic thinking that is
    crucial to meeting client and employee needs.

    Community Involvement

    Greg is involved in his local community by serving as a board member for
    several organizations; Tampa Downtown Partnership, Tampa Hillsborough
    Economic Development Corporation, and the Straz Center for
    Performing Arts. In addition, he is an alumni of Leadership Tampa and is
    currently a mentor for military veterans via American Corporate Partners.


    He is also an enthusiastic sports fan, with a passion for soccer, tennis and
    surfing. Greg and his wife Brooke have two teenage children. His son,
    Jake, is a freshman at the University of Georgia and his daughter,
    Anna, is a sophomore at Plant High School in South Tampa.


    Greg received his Bachelors of Science in Finance from Arizona State
    University in Tempe, Arizona.

          100 South Ashley Drive
          Suite 1800
          Tampa, FL 33602-5309
        • Verity San Souci

          Verity San Souci


          Market Administrative Officer

          • image
          • image
          • image
          • CA
          • FL

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602

              CIO House View monthly livestream

              Advice for business owners

              Advice for business owners

              Estate planning strategies

              Estate planning strategies

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager