Time to do great things

Start planning your future now

Mountain climbers reaching the summit

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.

Two women in 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.

  • Gregory Kadet

    Gregory Kadet

    Managing 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

    Professional History

    Greg is the Managing Director for UBS' Florida Market. He is a key member
    of UBS Global Wealth Management's Leadership Team and has worked for
    UBS more than 27 years. Prior to his current role, Greg held positions as the
    Regional Sales Manager for the Atlantic Region, 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 the community by serving as a board member for
    several organizations. His involvement includes serving on the Executive
    Board of Tampa Hillsborough Economic Development Council, the
    Executive Committee & Board of Trustees for the Straz Center for
    Performing Arts of Tampa Bay, as well as a board member of Tampa
    Museum of Art and Tampa Downtown Partnership. In addition, he is a
    2013 alumni of Leadership Tampa. Greg volunteers as a mentor for
    military veterans via American Corporate Partners, as well as, a mentor for
    two high school students through Hillsborough County's Taking Stock in
    Children Program.


    He is also an enthusiastic sports fan with a passion for soccer, tennis and
    surfing. Greg and his wife, Brooke, have two children. His son, Jake,
    recently graduated from The University of Georgia and his daughter, Anna,
    is a rising Sophomore at The University of Georgia.


    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
          Gregory Kadet
          100 South Ashley Drive,Tampa,FL,33602-5309
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          Gabriela Carranza

          Associate Director

          Admin Manager

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          • CA
          • CO
          • FL
          • HI

          Professional history: Gabriela "Gaby" Carranza is the Administrative Officer for UBS’ Florida Market. She has been with UBS for 6 years and with the industry for 8 years. Prior to her current role at UBS, Gaby was the executive team assistant for our Greater Florida Market and a client service associate at Merrill Lynch International in New York, NY and worked in the back office for Merrill Lynch in Jacksonville, Florida.


          Education: Gaby graduated from the University of North Florida in Jacksonville, FL. She is currently pursuing her MBA at the University of Tampa in Tampa, FL. She holds her Series 7, 66, 9 & 10 licenses.


          Personal: Gaby currently resides in Clearwater, Florida with her husband Tony and their two dogs, Booker and Turkey.

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
                Gabriela Carranza
                101 E Kennedy Blvd,Tampa,FL,33602

              A way forward

              Tailored lending and cash management

              Tailored lending and cash management

              Young woman on a boat

              The power of investing now

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

              Pumpkin patch

              Success to succession

              Enabling the transfer of all you hold valuable

              What defines family success? A business, property, or is it more elusive: traditions, values, ethics? And how will you pass it on to the next generation with forethought, clear goals and careful execution?

              Too often, before sharing assets, we neglect the actual communication of wishes, plans and expectations. Let’s change that.