Time to do great things

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Generational Family on Beach

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.

Four people meeting in glass 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

    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 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 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 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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                Gabriela Carranza

                Associate Director

                Admin Manager

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                • CA
                • FL

                      101 E Kennedy Blvd
                      18th Floor
                      Tampa, FL 33602

                    Focus on liquidity management

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

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                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

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