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$3.9 trillion
In invested assets globally
As of 12/31/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Senior Vice President–Wealth Management
Financial Advisor
Karin R. Mikula, CLU® is a First Vice President in Red Bank, NJ. Drawing on her 30 years of specialized wealth management experience, Karin specializes in both the wealth accumulation and wealth distribution retirement phases for her clients. Karin develops individualized and comprehensive financial plans based on the goals of her clients, helping them to build, manage, protect and pass on their wealth.
The focus of Karin's practice is providing a world-class client experience to women, retirees, wealthy families, and businesses that need wealth management guidance
Prior to joining UBS, Karin spent 8 years with Merrill Lynch. She received her BS from the University of Wisconsin.
Karin resides in Freehold, NJ and is actively involved in her community and with her children's sports.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Karin R. Mikula, CLU® is a First Vice President in Red Bank, NJ. Drawing on her 30 years of specialized wealth management experience, Karin specializes in both the wealth accumulation and wealth distribution retirement phases for her clients. Karin develops individualized and comprehensive financial plans based on the goals of her clients, helping them to build, manage, protect and pass on their wealth.
The focus of Karin's practice is providing a world-class client experience to women, retirees, wealthy families, and businesses that need wealth management guidance
Prior to joining UBS, Karin spent 8 years with Merrill Lynch. She received her BS from the University of Wisconsin.
Karin resides in Freehold, NJ and is actively involved in her community and with her children's sports.
Education
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
