Vice President–Wealth Management
Financial Advisor
Rita Karl, CFP®, CDFA®, brings nearly two decades of experience helping individuals and families navigate important financial decisions. She joined UBS in 2023, following prior roles at Merrill Lynch and Morgan Stanley, and takes a highly personalized approach to financial planning—working closely with clients to understand their goals, values, and life transitions, then building strategies designed to support long‑term success.
As a Certified Financial Planner™ (CFP®) professional, Rita delivers comprehensive financial planning that integrates investments, retirement planning, tax considerations, and risk management into a cohesive strategy. Her Certified Divorce Financial Analyst® (CDFA®) designation allows her to provide specialized guidance for clients navigating divorce, helping them understand complex financial implications and make thoughtful, informed decisions during pivotal life changes.
Rita’s investment approach is grounded in disciplined, goal‑based strategies designed to balance growth, risk management, and long‑term sustainability. She believes successful investing is not about chasing trends, but about building diversified portfolios aligned with each client’s time horizon, risk tolerance, and personal objectives—while remaining responsive to changing markets and evolving life circumstances.
Known for her thoughtful, straightforward communication style, Rita is passionate about educating clients and simplifying complex financial concepts. She strives to create an environment where clients feel informed, empowered, and confident in their financial decisions, fostering long‑term relationships built on trust, transparency, and accountability.
Outside of work, Rita values time spent with family and friends and enjoys exploring the world through travel, art, and photography. These interests reflect her belief that financial planning should help create space for meaningful experiences and a life well lived.
Recognized as an industry leader:
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.
Vice President–Wealth Management
Financial Advisor
Rita Karl, CFP®, CDFA®, brings nearly two decades of experience helping individuals and families navigate important financial decisions. She joined UBS in 2023, following prior roles at Merrill Lynch and Morgan Stanley, and takes a highly personalized approach to financial planning—working closely with clients to understand their goals, values, and life transitions, then building strategies designed to support long‑term success.
As a Certified Financial Planner™ (CFP®) professional, Rita delivers comprehensive financial planning that integrates investments, retirement planning, tax considerations, and risk management into a cohesive strategy. Her Certified Divorce Financial Analyst® (CDFA®) designation allows her to provide specialized guidance for clients navigating divorce, helping them understand complex financial implications and make thoughtful, informed decisions during pivotal life changes.
Rita’s investment approach is grounded in disciplined, goal‑based strategies designed to balance growth, risk management, and long‑term sustainability. She believes successful investing is not about chasing trends, but about building diversified portfolios aligned with each client’s time horizon, risk tolerance, and personal objectives—while remaining responsive to changing markets and evolving life circumstances.
Known for her thoughtful, straightforward communication style, Rita is passionate about educating clients and simplifying complex financial concepts. She strives to create an environment where clients feel informed, empowered, and confident in their financial decisions, fostering long‑term relationships built on trust, transparency, and accountability.
Outside of work, Rita values time spent with family and friends and enjoys exploring the world through travel, art, and photography. These interests reflect her belief that financial planning should help create space for meaningful experiences and a life well lived.
Recognized as an industry leader:
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.
Client Associate
Client Associate
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.
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.
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