Experience

Bob is responsible for the UBS South Florida Wealth Management and Private Wealth Management businesses from Vero Beach to Miami. In total, he oversees 187 financial advisors and 133 team associates that generate $324 million in revenue. Bob's many years of industry experience as a Financial Advisor and Manager have provided him with a unique skillset that enables him to assist Financial Advisors in delivering the highest level of service and value to their clients.

He joined UBS in January of 2007. While at UBS, he has held the positions of Market Head, Regional Sales Manager, Branch Manager and Business Development Coach.

Prior to joining UBS, Bob began his career as a Financial Advisor. After 13 years, he progressed to roles such as Branch Manager, Sales Manager, Assistant Complex Manager, and Head of European Equity Capital Markets.

He resides in Fort Lauderdale, FL with his wife Marina, and has two children, Michael and Julianna.

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 26 years. Prior to his current role, 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 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, Executive Committee & Board of Trustees for the Straz Center for Performing Arts of Tampa Bay, and the 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.

Personal
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, is a junior at the University of Georgia and his daughter, Anna, is a senior at Plant High School in South Tampa.

Julene is the Associate Market Executive for the Florida Market.  Prior to becoming the Associate Market Executive, Julene held various positions at UBS including Market Supervisory Officer, Market Administrative Officer, Complex Administrative Manager and Administrative Manager.

Professional History
Julene has over 30 years of experience in the financial services industry.  Julene has decades of experience on the sales side during her various roles as a Market Administrative Officer, Complex Administrative Manager and Administrative Manager and in recent years the Market Supervisory Officer role has increased her knowledge of the products from a Regulatory perspective.  This gives Julene a unique perspective of finding the right balance between products and suitability that helps the Financial Advisors and their Team Associates execute their goals.  Julene has several years of experience coaching and mentoring Advisors and Team Associates.  She has the uncanny ability of getting employees to do what's best for them, even when they might disagree.

Education and Personal Information
Julene holds an Associates of Science degree in Business Administration from NCTC - Connecticut. She holds several industry licenses including FINRA Series 3, 7, 63, 66, 9, 10 and Life, Health, Variable Annuity.   She is an alumni of UBS' Ascent Program, UBS’ Elevate Program and was a member of Administrative Management Advisory Council (AMAC) 2012-2014 and 2019-2020. She speaks fluent Spanish.

Julene, her husband Abel and their blended family of three children, Ahmose, Khyler & Robert, and one dog live in Miramar, FL.  She enjoys spending time with family, cooking, reading and dancing to reggae music.

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 25 years working in the finance industry. She has been with UBS for over 23 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 Market Director for Southwest Florida including responsibility for our Bonita Springs, Fort Myers, Naples 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 in not at work, Karmen can be found exploring great new restaurants or embarking on a personal or competitive run.

Brad's continued focus is making UBS in the Greater Miami Market the destination of choice for wealthy clients. Brad joined UBS (then PaineWebber) in March of 1996. Throughout his more than 27 years at UBS, he has built an in-depth knowledge of the solutions and services we offer our clients, and how best to deliver them to help with their ever-changing needs.

Brad received his Masters of Business Administration in Finance from New York University’s Stern School of Business. He earned his Bachelor of Arts in Economics from Rutgers College, Rutgers University. He is very involved in the community philanthropically, with Make a Wish Southern Florida and The Chapman Partnership, among others.

The Focus of Our Relationship

At UBS, we offer our clients access to some of the world’s most powerful financial resources.  We are able to bring the most important resources to the table whenever we discuss your needs- listening and understanding.  They are the first steps in the disciplined, ongoing process of wealth management to gain context and a better understanding of our entire financial picture.

Suzann serves as the Market Director for the Palm Beach, Palm Beach Gardens, Stuart and Vero Beach offices of UBS.  Prior to becoming the Market Director, Suzann held various positions at UBS including Branch Manager, Assistant Market Head, Sales Manager and Regional Development Officer.  Before UBS, she was a Financial Advisor at a competitor firm for eight years.

Professional History

Suzann has 25 years of experience in the financial services industry. Her broad and diverse background in client acquisition, personal development, business growth and strategy are invaluable when helping Financial Advisors and their clients achieve their long-term goals. She is proud to connect clients to the global resources of UBS. In addition, she serves as a coach to the advisors she works with to help them create a vision for their team and a plan to execute that vision.

Education and Personal Information

Suzann holds a Bachelor of Science degree from University of Florida with dual major in Finance and Marketing. She also has her Master’s degree from Florida Atlantic University with a focus in Financial Planning.  She holds several industry licenses including FINRA Series 7, 63, 65, 9/10 and Life, Health, Variable Annuity.  

Suzann, her husband Cory and their three children, Colin, Adison and Ava live in Delray Beach, FL.  She enjoys spending time with family and friends, photography and traveling.

Mike is responsible for the UBS Wealth Management and Private Wealth Management businesses in Boca Raton, Florida. He is a highly accomplished and dynamic professional with over 37 years of experience in the financial services industry, and a proven track record of success as an Executive Director. Mike has demonstrated great leadership skills, and with his strategic vision, has been able to provide guidance to his Financial Advisors with the best results to offer to their clients.

Mike started his career in 1986 as a Financial Advisor. Throughout his career, he held several leadership roles, including heading the Internal Audit Department as the Director of Branch Review. In 2006, he joined UBS as the Complex Director and Branch Manager of the Palm Beach and Palm Beach Gardens offices, transferring to the Boca Raton office in 2009.

Mike received his Bachelor’s Degree in Business and Finance/Economics from Mt. Saint Mary’s University. He resides in Boca Raton, Florida with his wife, Nancy, and two Boys Brendan and Bryan.

Joe Guccione is responsible for the UBS Wealth Management and Private Wealth Management businesses in Naples, Florida. Joe has been with UBS for 10 years and serves as the Market Director for the Naples, FL business partnering with Financial Advisors within the High Net Worth and Ultra High Net Worth space to help meet clients sophisticated needs. Prior to joining the Florida Market Management Team, Joe held the position of Divisional Supervisory Officer for the Private Wealth and East Divisions where he lead the supervisory and risk culture for sales supervision, compliance, and business risk. Before joining the divisional team, Joe worked as a Market Supervisory Officer in the 1285 Avenue of the Americas Market. Joe understands the challenges that advisors and clients face and seeks out positive outcomes to complex situations.

Prior to joining UBS, Joe began his career as a trader on the floor of the New York Stock Exchange. From there, he held previous positions in risk, sales and advisory at Deutsche Bank, Oppenheimer, and Morgan Stanley.

A lifelong New Yorker, Joe is happy to have a change of pace and weather by moving to Naples, FL. He has spent the last two years in Chicago where his wife Tess is from and enjoys spending time at his lake house in the Finger Lakes, NY. Joe is an avid New York Yankees fan, proud supporter of New Rochelle High School Wrestling and enjoys European travel, particularly in Italy and France.   

Education

Joe holds the following licenses: Series 7, Series 63, Series 65, Series 3, Series 9, Series 10, Life and Health Insurance. Joe graduated from Binghamton University with a degree in Economics.

Patty is the Associate Market Executive for the Florida Market. Prior to becoming the Associate Market Executive, Patty held other positions at UBS including Senior Wealth Management Banker.

Professional History:

Patty has over 26 years of experience in financial and related services. In addition to her role with UBS, Patty has past experience as a private banker. Patty has expertise in insurance, financial planning, tailored lending, and portfolio management. Prior to joining UBS, Patty was employed at a well-known, national wealth management firm as a Financial Advisor.

Education and Personal Information:

Patty holds several designations and licenses including the Series 7, 63, 66, and 31 securities licenses and Life, Health, and annuity license. Patty attended the University of South Florida.

Patty lives in Tampa, Florida with her husband Philip and enjoys sports, traveling, and volunteering with various charities.