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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
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.
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
