Insight-based advice

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Karen "KT" Thompson

Senior Vice President–Wealth Management

I began my career over 33 years ago.  I have helped clients manage their wealth throughout good times and bad.  I joined UBS (PaineWebber) in 1989 with prior tenure at Merrill Lynch.

Working closely with my clients, I offer financial & wealth planning with total portfolio management, focusing on retirement needs and goals.  I also offer expert assistance with education funding strategies, implementation of solid estate planning tools as well as helping to develop viable short & long-term personal and business lending solutions.

Some recent accomplishments include:

UBS FA Advisory Council (FAAC) member.  The influential advisory group of 14 select Financial Advisors who represent all UBS Advisors working to foster a strong partnership between field and home office. 2014 - Current

Barron's Top Women Financial Advisors Summit attendee.  An intimate and invitation-only event, where the nation's top women financial advisors gather for an exclusive chance to share ideas, grow professionally and network among peers. 2011- Current.

Member UBS Directors Council. A distinction that is awarded to the firm's top Financial Advisors in the country. 2011- Current.

Senior Portfolio Manager accreditation & designation within UBS Portfolio Management Program (PMP). 2011- Current.

Panelist, guest speaker:  "Women in Business"  - Chicago (UBS) 2012

Panelist, guest speaker: "Best of the Best" divisional conference - Dallas (UBS) 2013

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MI
  • MT
  • PA
  • TN
  • WA
  • WI

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.

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

  • Senior Portfolio Manager
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 649-7560

Email Me

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