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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
          karmen.keup@ubs.com
          Karmen Keup
          7950 Summerlin Lakes Drive,Fort Myers,FL,33907
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          Verity San Souci

          Director

          Market Administrative Officer

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          • AL
          • AR
          • CA
          • DC
          • FL
          • IN
          • MA
          • MD
          • ME
          • MI
          • MT
          • NE
          • NH
          • NJ
          • OK
          • OR
          • PA
          • SD
          • UT
          • VT

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
                verity.sansouci@ubs.com
                Verity San Souci
                101 E Kennedy Blvd,Tampa,FL,33602
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                Gabriela Carranza

                Associate Director

                Admin Manager

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                • AL
                • AR
                • CA
                • CO
                • DC
                • FL
                • HI
                • IN
                • MA
                • MD
                • ME
                • MI
                • MT
                • NE
                • NH
                • NJ
                • OK
                • OR
                • PA
                • SD
                • UT
                • VT

                      101 E Kennedy Blvd
                      18th Floor
                      Tampa, FL 33602
                      gabriela.carranza@ubs.com
                      Gabriela Carranza
                      101 E Kennedy Blvd,Tampa,FL,33602
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                    UBS ElectionWatch

                    Election day is over. Now what?

                    Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

                    Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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