Let's move forward. Together.

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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.

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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.

  • Gregory Kadet

    Gregory Kadet

    Managing Director

    Market Director

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    • FL
    • ND
    • NH
    • OH

    Professional History

    Greg is the Managing Director and Market Head for UBS' Greater Florida
    Market. He is a key member of UBS Global Wealth Management's
    Leadership Team and has worked for UBS more than 23 years. Prior to his
    current role as Market Head, 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 his local community by serving as a board member for
    several organizations; Tampa Downtown Partnership, Tampa Hillsborough
    Economic Development Corporation, and the Straz Center for
    Performing Arts. In addition, he is an alumni of Leadership Tampa and is
    currently a mentor for military veterans via American Corporate Partners.


    He is also an enthusiastic sports fan, with a passion for soccer, tennis and
    surfing. Greg and his wife Brooke have two teenage children. His son,
    Jake, is a freshman at the University of Georgia and his daughter,
    Anna, is a sophomore at Plant High School in South Tampa.


    Greg received his Bachelors of Science in Finance from Arizona State
    University in Tempe, Arizona.

          100 South Ashley Drive
          Suite 1800
          Tampa, FL 33602-5309
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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

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              For your financial well-being

              Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

              We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.