Insight-based advice

Atlantic Wealth Management Group

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.

Co-workers in a lobby

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.

  • Stephen-Karr-Profile-Image

    Stephen Karr

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AK
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WI

    Steve, with over 35 years as a Financial Advisor, takes pride in developing effective personal and professional relationships with our clients by offering a personalized approach to professional investing. With knowledge and experience gained from being in the financial services industry since 1983, he is eminently well-suited to help educate clients about their portfolios and assist with an investment plan according to their goals and objectives. Steve’s roles on the team are centered on the fixed income market and alternative investments, including precious metals. Licenses held: FINRA Series 3, 7, 63, and 65 licenses, as well as selected state insurance licenses.

    Outside of the office, he enjoys fishing, boating, traveling, and spending time with his wife, Suzy, and sons, Taylor and Chris. He is actively involved with the Masonic Lodge, Scottish and York Rites, and the Shriners.

        • Senior Portfolio Manager
        712 South East Ocean Boulevard
        Ground Floor
        Stuart, FL 34994
        stephen.karr@ubs.com
        Stephen Karr
        712 South East Ocean Boulevard,Stuart,FL,34994
      • Sean-Paul-Daley-Profile-Image

        Sean Paul Daley, CFP

        First Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • AK
        • CA
        • CO
        • CT
        • FL
        • GA
        • IL
        • IN
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • PA
        • RI
        • SC
        • TN
        • TX
        • VA
        • VT
        • WI

        Sean is a veteran of the financial services industry, becoming an investment professional more than a decade ago. His goal is to educate and assist our clients with financial plan development according to their goals and objectives. His dedication to this goal is shown through his Certified Financial Planner (CFP®) accreditation. Sean’s roles on the team are financial plan development, equities analytics, and to actively monitor our custom managed portfolio. Licenses held: FINRA Series 7, 31, and 66 licenses, as well as selected state insurance licenses.

        When the market is closed, he is an avid golfer and enjoys spending time with his wife, Sabrina, and children Sean, Mason, and Teegan.

            • CERTIFIED FINANCIAL PLANNER™
            • Portfolio Manager
            712 South East Ocean Boulevard
            Ground Floor
            Stuart, FL 34994
            sean.daley@ubs.com
            Sean Paul Daley, CFP
            712 South East Ocean Boulevard,Stuart,FL,34994
          • Gregory-Thogersen-Profile-Image

            Gregory Thogersen

            Vice President–Wealth Management

            Financial Advisor

            • image
            • image
            • image
            • AK
            • CA
            • CO
            • CT
            • FL
            • GA
            • IL
            • IN
            • MA
            • MD
            • ME
            • MI
            • MO
            • NC
            • NJ
            • NM
            • NY
            • OH
            • PA
            • RI
            • SC
            • TN
            • TX
            • VA
            • VT
            • WI

            Greg is dedicated to putting our clients and their financial goals at the forefront of our practice. He believes in establishing long-term, consultative relationships and works closely with clients to help develop comprehensive financial plans that help enhance their wealth and maintain a quality lifestyle. Greg’s roles on the team are to focus on long-term planning, which includes life insurance, long-term care, and other planning options. Licenses held: FINRA Series 7, 31 and 66 licenses, as well as selected state insurance licenses.

            Outside the office, he enjoys time with his family, wife Sheryll, and their children, Austen, Cristin, Jared, and William. Greg also enjoys sports, music, and traveling. He is actively involved with Kiwanis, Okeechobee Battlefield Friends, and Hospice of Okeechobee.

                  712 South East Ocean Boulevard
                  Ground Floor
                  Stuart, FL 34994
                  greg.thogersen@ubs.com
                  Gregory Thogersen
                  712 South East Ocean Boulevard,Stuart,FL,34994
                • Portia-Clark-Profile-Image

                  Portia Clark

                  Wealth Management Associate

                  • image
                  • image
                  • image
                  • CA
                  • FL
                  • IL
                  • MA
                  • NJ
                  • NY
                  • OH
                  • PA
                  • VT

                  With over 25 years in the financial service industry, Portia has seen an immense amount of industry evolution.  Portia has a B.S. in Business Administration from Barry University.  She has worked in various areas of the business such as Marketing, Operations, and now as the Wealth Management Associate with the Atlantic Wealth Management Group.  Portia previously served as the CSA Coach in the Stuart, Florida branch but now acts as a learning partner to other Client Service Associates (CSA) on new processes and procedures. In 2014, she was awarded "CSA of the Year" by the Florida East Coast Complex Management team.  Portia is married to her husband Ron and they have two sons, Justin and Jalen.

                  Licenses held: FINRA Series 7, 9, 10, 31, 63, and 65 as well as Life, Health, and Variable Annuities licenses.

                    • Barry University, B.S. in Business Administration
                      712 South East Ocean Boulevard
                      Ground Floor
                      Stuart, FL 34994
                      portia.clark@ubs.com
                      Portia Clark
                      712 South East Ocean Boulevard,Stuart,FL,34994

                    Why does A.I. in space matter?

                    Outlook on interest rates

                    Tree

                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    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

                    Insights