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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
What will your legacy be? Whether it's to preserve your estate for the next generation, or contribute to the philanthropic causes that mean so much, we provide the advice you need to clarify your goals, weigh your choices and choose a strategy today that can help you shape the legacy you envision for tomorrow.
Financial Advisor
Karalee began her career in finance at Morgan Stanley in 2009. She joined UBS in 2014 and brings an invaluable perspective to clients as a Certified Financial Planner™. Having worked with many of the firm's top clients, Karalee specializes in comprehensive wealth management. Through goals analysis and cash flow planning, Karalee is able to deliver to clients the most effective wealth management plan to meet their objectives.
Karalee is a native to Mississippi where she received her Bachelor's degree from Mississippi College. After moving to Colorado in 2008, she earned her Master's Degree in Business Finance from Regis University. Outside of the office, Karalee and her family are involved in charity organizations that center around health care and education. Being the daughter of a missionary, Karalee traveled to many third world countries as a child helping to bring medical and educational resources to rural areas.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
Financial Advisor
Karalee began her career in finance at Morgan Stanley in 2009. She joined UBS in 2014 and brings an invaluable perspective to clients as a Certified Financial Planner™. Having worked with many of the firm's top clients, Karalee specializes in comprehensive wealth management. Through goals analysis and cash flow planning, Karalee is able to deliver to clients the most effective wealth management plan to meet their objectives.
Karalee is a native to Mississippi where she received her Bachelor's degree from Mississippi College. After moving to Colorado in 2008, she earned her Master's Degree in Business Finance from Regis University. Outside of the office, Karalee and her family are involved in charity organizations that center around health care and education. Being the daughter of a missionary, Karalee traveled to many third world countries as a child helping to bring medical and educational resources to rural areas.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Credentials
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.
$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
