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Boardwalk along the ocean

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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.

  • Greg Kadet

    Gregory R. Kadet

    Managing Director

    Market Head

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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.

    Personal

    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.

    Education

    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
        • John Grandizio

          John Grandizio

          Director

          Assistant Market Head

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          • CA
          • DE
          • FL
          • GA
          • MN
          • MO
          • NC
          • NY
          • PA
          • VA
          • WY

          Professional History

          John is a Director covering a portfolio of high net worth and ultra-high net clients at UBS Wealth Management in the Southeastern US. In his role, John works with families, family offices, endowments, foundations, and financial institutions with complex financial needs. In addition to his client responsibilities, he also serves as the Assistant Market Head for the Greater Florida Market working with over 325 colleagues between Naples and Jacksonville FL.

          Prior to his current role, John started his career at J.P. Morgan in 2013 as an Analyst in their Investment Bank and spent the following 7 years working across their Investment Bank, Corporate Bank, and Private Banking groups.

          Education and Personal

          John was born and raised in Wilmington, Delaware and received a dual bachelor’s degree in Business Administration and Finance from Immaculata University in Immaculata, Pennsylvania. He relocated to Florida in 2016 and currently holds FINRA Series 7, 9, 10, 79, 63 and 65 licenses. Outside of the office John enjoys cars, sports, scuba diving, and is an avid fisherman. He currently lives in Tampa, Florida.

                101 E Kennedy Blvd
                18th Floor
                Tampa, FL 33602
              • Verity San Souci

                Verity San Souci

                Director

                Market Administrative Officer

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

                      Gabriela Carranza

                      Authorized Officer

                      Admin Manager

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                      Both
                      • CA
                      • FL

                      Professional history: Gabriela "Gaby" Carranza is the executive team assistant for UBS’ Greater Florida Market. She has been with UBS for 2 years and with the industry for 8 years. Prior to her current role at UBS, Gaby was 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 Tampa, Florida with her fiancée Tony and their two dogs, Booker and Kielee.

                            101 E Kennedy Blvd
                            18th Floor
                            Tampa, FL 33602
                          Helping women take charge

                          Helping women take charge

                          Advice for business owners and entrepreneurs

                          Advice for business owners and entrepreneurs

                          The rising generation in a new world

                          The rising generation in a new world

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                          Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

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                          As of 12/31/2021

                          51 countries

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