How will we work together?

Build a plan for the future you envision

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With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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

    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
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          Verity San Souci

          Director

          Market Administrative Officer

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          • CA
          • FL

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
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                Kinsley Morrow

                Associate Director

                Admin Manager

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                • FL
                • KS
                • NC

                      525 Okeechobee Blvd
                      Suite 1500
                      West Palm Beach, FL 33401

                    Focus on liquidity management

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                    Tree

                    UBS and Credit Suisse—stronger than ever

                    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 ubs.com/wealthway.

                    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