The right moves for your financial future

Your success. Your clients. Our commitment

At UBS, our client conversations are ongoing. That's why we welcome Financial Advisors who are truly passionate about getting to the heart of what matters most to their clients. It's all about understanding clients' goals and needs and then developing a clear action plan that informs every solution they deliver. As one of the world's leading wealth management firms, UBS offers Financial Advisors an outstanding opportunity to develop customized strategies to help their clients work towards their wealth management goals as they take their own businesses to the next level.

Our leadership team

  • Robert Moore

    Robert Moore

    Director

    Market Administrative Officer

    • image
    • image
    • 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

    Robert Moore is an Administrative Officer in the Southeast Market. Robert is based in our Dunwoody location, with primary responsibility for the Dunwoody and Alpharetta branches.

    Robert is a native of Mobile, AL and a proud graduate of University of Alabama. Prior to joining us at UBS, Robert was a Business Service Officer at Morgan Stanley where he partnered with Financial Advisors and Team Associates to achieve individual and firm goals through sales and service alignment.  Robert also brings more than a decade of experience in client service from previous firms, including Merrill Lynch and Ameriprise Financial. In his free time, he enjoys the arts, working out at Orangetheory Fitness, and spending time with his French bulldog, Stella.

          3560 Lenox Rd NE
          28th Floor
          Atlanta, GA 30326
          robert.moore@ubs.com
          Robert Moore
          3560 Lenox Rd NE,Atlanta,GA,30326
        • David Fuller

          David Fuller

          Director

          Market Supervisory Officer

          • image
          • image
          • AL
          • AR
          • AZ
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA
          • WI
          • WV

          David is the Market Supervisory Officer of the Atlanta Market  which includes Alabama, Georgia, Mississippi and South Carolina. He  joined UBS in September 2005. In his current role as Market Supervisory Officer, he is responsible for managing risk and compliance. He partners with Financial Advisors and support teams in mitigating risk within their practice with a focus on protecting clients, employees, and UBS.  

          Professional History

          Prior to his current role, David held various leadership roles within the firm, such as Administrative Manager and Operations Manager.  The diverse experience within UBS has provided him the ability to service Advisors and clients on complex situations all while staying in the boundaries of policy and industry regulations.

          Prior to joining UBS, David held multiple leadership roles at Invesco, SunTrust, and TD Waterhouse. He holds Series 7, Series 8, Series 24, Series 63, and Series 66 licenses with FINRA.

          Family & Personal Interests

          David  is a Georgia native and resides in Marietta with his wife Anna. In his spare time, he enjoys outdoor activities with family. Motocross, fishing, jet skiing and hiking to name a few.

           

                3560 Lenox Road NE
                28th Floor
                Atlanta, GA 30326
                david.fuller@ubs.com
                David Fuller
                3560 Lenox Road NE,Atlanta,GA,30326
              • Elizabeth Driscoll

                Elizabeth Driscoll

                Executive / Team Assistant

                • image
                • image

                  Elizabeth is the Executive Team Assistant for the South Market at UBS Financial Services, Inc. She plays a crucial role in ensuring her colleagues have all the necessary tools and resources to serve their clients effectively. The South Market encompasses Wealth Management and Private Wealth Management teams across GA, TN, AL, AR, MS, and LA, and Elizabeth is based in Buckhead Atlanta.

                  Before joining UBS in November 2024, Elizabeth spent five years at Morgan Stanley, where she began her career in Finance and Senior Leadership support. Her exceptional attention to detail, organizational prowess, and effective communication skills have significantly contributed to her success in large and fast-paced enterprises.

                  Elizabeth holds a Bachelor of Arts in Anthropology from the University of Georgia. Outside of her professional life, Elizabeth has a passion for traveling and exploring new cultures. Elizabeth resides in Decatur, GA with her husband, Bobby, and their beloved German Shepherd, Rocco.

                        3560 Lenox Rd NE
                        28th Floor
                        Atlanta, GA 30326
                        elizabeth.driscoll@ubs.com
                        Elizabeth Driscoll
                        3560 Lenox Rd NE,Atlanta,GA,30326
                      • Karmen Keup

                        Karmen Keup

                        Executive Director

                        Associate Market Executive

                        • image
                        • image
                        • image
                        • 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 team and their clients experience enhanced growth. She has led an impressive career in sales leadership in her over 25 years of working in the finance industry. She has been with UBS for a majority of her career holding positions varying from Financial Advisor to leadership roles such as Assistant Market Head within the Private Wealth Division in New York City and Market Director for the Southwest Florida Complex. Most recently, Karmen has stepped into the role of Associate Market Executive for the South Market and will be in our Atlanta (Buckhead) office.

                        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 spending quality time with her family, exploring great new restaurants or embarking on a personal or competitive run.

                              6070 Poplar Avenue
                              Triad Center III
                              Memphis, TN 38119
                              karmen.keup@ubs.com
                              Karmen Keup
                              6070 Poplar Avenue,Memphis,TN,38119

                            Helping our advisors and clients grow

                            With more than 160 years of wealth management experience at its core, UBS focuses on providing relevant guidance, differentiated global perspectives, diverse strategies and solutions for private, corporate and institutional clients worldwide. We help our advisors connect with our clients by providing an integrated mix of investment banking and asset management businesses and accessing the deep resources of UBS.

                            Mountain climbers on peak at sunrise

                            A leading global wealth manager

                            House View Monthly

                            Three generations in apple orchard

                            Turn possibilities into a plan

                            culture

                            An advisor-centric (and client-centric) culture

                            How UBS helps you exceed client expectations and drive your business’s growth

                            Although a firm’s culture is sometimes hard to define, you think about it as you plan for your next opportunity. If culture is the glue that holds an organization together, how can you determine a firm’s commitment to its people, especially financial advisors in growth mode?

                            Learn more
                            Business Owner in entryway

                            Advice for business owners & entrepreneurs

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $7 trn

                            UBS Group invested assets
                            As of 12/31/2025

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

                            Insights

                            This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

                            Go to privacy settings