Set your course

Branch photo Melbourne, FL

Proactive service

Simplifying your financial life

Exceptional service is essential to a successful relationship. Accessible and responsive, we always strive to provide the utmost in personalized service. Count on us for regular communication, addressing such topics as tax optimization, risk management and asset allocation strategies.

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.

  • Todd Starkey

    Todd Starkey

    Senior Vice President–Wealth Management

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    • CO
    • DC
    • FL
    • GA
    • KS
    • KY
    • MA
    • MD
    • ME
    • MS
    • NC
    • NJ
    • NY
    • OH
    • TN
    • TX

    Todd Starkey believes strongly in continuing his education to better serve his clients. He is among a highly select group of Financial Advisors who have attained both the Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM designations. In addition, Todd is also a Certified Investment Management Analyst®. He has been in the financial services industry since 1996 and was previously with Merrill Lynch from 1999 until 2013, when he joined UBS.

    With the Compass Wealth Management Group, Todd serves high net worth individuals, corporate executives and business owners who care about the goals they have for their future. Regardless of their chosen profession, he understands that clients who have attained a significant level of wealth require sophisticated financial strategies and solutions to protect their future. Dedicated to a proactive management approach, combined with a service focus that revolves around sharing his clients’ passions, Todd helps clients realize maximum benefits from their UBS relationship. As he works to help simplify clients’ financial lives, the pressures they experience in their daily lives may become more manageable.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Chartered Retirement Planning Counselor℠
      6905 N Wickham Road
      2nd Floor
      Melbourne, FL 32940
    • Alex Salazar

      Alexander Salazar

      Senior Wealth Strategy Associate

      CERTIFIED FINANCIAL PLANNER™

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      • CO
      • DC
      • FL
      • GA
      • KS
      • KY
      • MA
      • MD
      • ME
      • MS
      • NC
      • NJ
      • OH
      • TN
      • TX
      • VA

      Alex, who joined UBS and the Compass Wealth Management Group in 2017, works closely with clients to understand their retirement planning, philanthropic and family goals and provides a personalized comprehensive plan to help guide them. He also concentrates on analytics and the development of custom investment strategies by performing market and security due diligence, following macro and micro economic trends and staying current on UBS and external market research. Alex takes pride in delivering what clients need most today— "Advice. Beyond investing.”—by utilizing tailored solutions to address each client’s individual priorities.

      He previously worked at a business consulting firm where he worked with a team to help their clients develop and execute strategies to maximize return on investment, productivity and efficiency within their respective markets.

      Alex is on the grant review committee for Community Foundation and is a member of the Space Coast Economic Development Commission. In their free time, Alex and his wife Sammi maintain an active lifestyle and enjoy playing golf, traveling and spending time with family/friends, and donating their time to local charities. 

          • CERTIFIED FINANCIAL PLANNER™
          6905 N Wickham Road
          2nd Floor
          Melbourne, FL 32940
        • Karin Sells

          Karin Sells

          Senior Client Associate

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          • FL

          Karin began her financial services career with Dreskin, Gillman & Granite in 1994, while still in her home state of New Jersey. After moving to Florida in 2000, Karin joined the UBS office in Melbourne. She is a Senior Client Service Associate and the Branch Technology Liaison. She has also served as wire operator, Assistant Branch Operations Manager and Branch Service Associate.

          At the Compass Wealth Management Group, Karin handles administrative client service tasks, including banking and online services. Her love of helping clients and focus on providing world-class service is evident in all that she does as an integral part of the group.

          Karin is married to Troy and enjoys spending time with family and friends, going to the beach, and listening to music.

                6905 N Wickham Road
                2nd Floor
                Melbourne, FL 32940

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              The Year Ahead - Sustainable Investing

              Wealth, from your point of view

              Multigenerational families

              Multigenerational families

              Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

              Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

              Our clients know we always put their best interests first. The trust, service and integrity we bring has helped us build long-term relationships that span generations.

              - Compass Wealth Management Group

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager