Financial planning and beyond

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.

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Karin Mikula

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.

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • MA
  • ME
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • University of Wisconsin

Credentials

  • Chartered Life Underwriter®
140 Broad Street
Suite 100
Red Bank, NJ 07701
  • (732) 936-3260

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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