Your goals. Our comprehensive plan.

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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.

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

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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

    Professional History

    Greg is the Managing Director for UBS' Florida Market. He is a key member
    of UBS Global Wealth Management's Leadership Team and has worked for
    UBS more than 27 years. Prior to his current role, Greg held positions as the
    Regional Sales Manager for the Atlantic Region, 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 the community by serving as a board member for
    several organizations. His involvement includes serving on the Executive
    Board of Tampa Hillsborough Economic Development Council, the
    Executive Committee & Board of Trustees for the Straz Center for
    Performing Arts of Tampa Bay, as well as a board member of Tampa
    Museum of Art and Tampa Downtown Partnership. In addition, he is a
    2013 alumni of Leadership Tampa. Greg volunteers as a mentor for
    military veterans via American Corporate Partners, as well as, a mentor for
    two high school students through Hillsborough County's Taking Stock in
    Children Program.


    He is also an enthusiastic sports fan with a passion for soccer, tennis and
    surfing. Greg and his wife, Brooke, have two children. His son, Jake,
    recently graduated from The University of Georgia and his daughter, Anna,
    is a rising Sophomore at The University of Georgia.


    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

          Gregory R. Kadet
          100 South Ashley Drive,Tampa,FL,33602-5309
        • Verity San Souci

          Verity San Souci


          Market Administrative Officer

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          • CA
          • FL

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
                Verity San Souci
                101 E Kennedy Blvd,Tampa,FL,33602

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              A national footprint. Local values.

              A national footprint. Local values.

              Advice for business owners

              Advice for business owners

              Estate planning strategies

              Estate planning strategies


              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              couple on beachfront

              UBS Wealth Way

              Wealth from your point of view

              An approach that works for your entire financial life
              Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.

              Outlook on interest rates

              Watch the replay of our latest House View live conversation which featured insights from David Lefkowitz, Head of Equities, CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.

              06 June 2024

              Who we work with

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              The power of investing now

              Your life, wealth and future