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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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