Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Stephen L. Karr

Senior Vice President - Wealth Management
Senior Portfolio Manager
772-223-6602
stephen.karr@ubs.com

Steve, with over 30 years as an Investment Advisor, takes pride in developing effective personal and professional relationships with our clients by offering a personalized approach to professional investing. With knowledge and experience gained from being in the financial services industry since 1983, he is eminently well-suited to help educate clients about their portfolios and assist with an investment plan according to their goals and objectives. Steve’s roles on the team are centered on the fixed income market and alternative investments, including precious metals. Licenses held: FINRA Series 3, 7, 63, and 65 licenses, as well as selected state insurance licenses.

Outside of the office, he enjoys fishing, boating, traveling, and spending time with his wife, Suzy, and sons, Taylor and Chris. He is actively involved with the Masonic Lodge, Scottish and York Rites, and the Shriners.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IA, IL, LA, MA, ME, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VI, WI


Sean Paul Daley, CFP®

Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
772-223-6607
sean.daley@ubs.com

Sean is a veteran of the financial services industry, becoming an investment professional more than a decade ago. His goal is to educate and assist our clients with financial plan development according to their goals and objectives. His dedication to this goal is shown through his Certified Financial Planner (CFP®) accreditation. Sean’s roles on the team are financial plan development, equities analytics, and to actively monitor our custom managed portfolio. Licenses held: FINRA Series 7, 31, and 66 licenses, as well as selected state insurance licenses.

When the market is closed, he is an avid golfer and enjoys spending time with his wife, Sabrina, and children Sean, Mason, and Teegan.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IL, MA, ME, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VI, WI


Gregory Thogersen

Vice President - Wealth Management
772-223-6605
greg.thogersen@ubs.com

Greg is dedicated to putting our clients and their financial goals at the fore-front of our practice. He believes in establishing long-term, consultative relationships and works closely with clients to help develop comprehensive financial plans that help enhance their wealth and maintain a quality lifestyle. Greg’s roles on the team are to focus on long-term planning, which includes life insurance, long-term care, and other planning options. Licenses held: FINRA Series 7, 31 and 66 licenses, as well as selected state insurance licenses.

Outside the office, he enjoys time with his family, wife Sheryll, and their children, Austen, Cristin, Jared, and William. Greg also enjoys sports, music, and traveling. He is actively involved with Kiwanis, Castle, Okeechobee Battlefield Friends, and Hospice of Okeechobee.


Registered States:
AK, AZ, CA, CO, CT, FL, GA, IL, MA, ME, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, VI, WI


Portia L. Clark

Wealth Management Associate
772-223-6625
portia.clark@ubs.com

With over twenty- years logged in the financial services industry, Portia has weathered a tremendous amount of change. She began her career in 1993 with Dean Witter while attending high school. Upon graduation, Portia was offered a full time position working with Financial Advisors. While working full time, she earned her Associates degree in Business at Indian River State College then later her Bachelors degree in Business Administration from Barry University. Portia currently serves as the CSA Coach in the Stuart, Florida office. She acts as a learning partner to other CSA’s on new processes and procedures. Since joining UBS Financial Services in 2012, Portia was recently promoted to the title of Wealth Management Associate.  In 2014, Portia was awarded "CSA of the Year" by the Florida East Coast Complex Management team.  Portia is married to her husband Ron and they have two sons, Justin and Jalen.

Licenses held: FINRA Series 7, 31, 63, and 65 licenses as well as life, health, and variable annuities licenses.


Registered States:
CA, FL, GA, IL, MA, MI, NJ, NY, OH, PA, VT