We understand the challenges you face throughout life’s important personal and professional milestones. Your financial life encompasses much more than your investments. It includes your goals for the future and how you want to live right now. Accessing the deep resources of UBS, our team is strongly positioned to address the realities of today’s economy and meet the wide range of your sophisticated needs.
Todd Starkey, CFP®, CRPC®, CIMA®
Todd Starkey believes strongly in continuing his education to better serve his clients. He is among a highly select group of Financial Advisors who have attained both the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning CounselorSM designations. In addition, Todd is also a Certified Investment Management Analyst®. He has been in the financial services industry since 1996 and was previously with Merrill Lynch from 1999 until 2013, when he joined UBS.
With the Compass Wealth Management Group, Todd serves high net worth individuals, corporate executives and business owners who care about the goals they have for their future. Regardless of their chosen profession, he understands that clients who have attained a significant level of wealth require sophisticated financial strategies and solutions to protect their future. Dedicated to a proactive management approach, combined with a service focus that revolves around sharing his clients’ passions, Todd helps clients realize maximum benefits from their UBS relationship. As he works to help simplify clients’ financial lives, the pressures they experience in their daily lives may become more manageable.
Helping to manage and preserve wealth often involves multiple strategies and specialized skills. When appropriate, Todd and the team will brief and introduce clients to legal professionals and other advisors whose expertise may be needed. In addition, Todd supplements the strengths of the team in the following areas by leveraging the resources of UBS, a global wealth management leader:
- Retirement income solutions
- Intergenerational wealth transfer
- Trust, estate and philanthropic services
- Business and personal credit and banking
Todd and his wife, Candy, live in Viera, FL. Todd has two children, Matthew and Kate, as well as two adult step-children, Kaitlyn and Andrew. He was a former member of the board of Junior Achievement of the Space Coast, The United Way of Brevard, the Space Coast EDC and also chairs the Investment Committee for Brevard County. Todd is actively involved with his church and Holy Trinity Episcopal Academy where his daughter attends.
AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MD, MN, MO, MS, NC, NJ, NV, NY, OH, SC, TN, TX, VA, WA, WI
Alexander Jorge Salazar
Alex, who joined UBS and the Compass Wealth Management Group in 2017, works closely with clients to understand their retirement planning, philanthropic and family goals and provides a personalized comprehensive plan to guide them. He also concentrates on analytics and the development of custom investment strategies by performing market and security due diligence, following macro and micro economic trends and staying current on UBS and external market research. Alex takes pride in delivering what clients need most today—”Advice. Beyond investing.”—by utilizing tailored solutions to address each client’s individual priorities. He previously worked at a business consulting firm where he worked with a team to help their clients develop and execute strategies to maximize return on investment, productivity and efficiency within their respective markets.Alex graduated with a B.S. degree in finance from Florida State University, where he was a member of the men’s club soccer team. In addition to playing soccer and watching FSU football, he enjoys golfing, snowboarding and donating his time to the Holy Name of Jesus church and local charities.
AL, AR, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MD, MN, MO, MS, NC, NJ, NV, NY, OH, SC, TN, TX, UT, VA, WA, WI
Prior to joining UBS in 2013, Candy worked at Merrill Lynch in Merritt Island, FL, for 25 years. She specializes in all areas of client service and works exclusively with clients of the Compass Wealth Management Group to provide them with the ultimate client experience. Candy’s main client focus includes: residential lending and other liability products as well as long-term care and life insurance quotations and service. In addition, she is responsible for client appointments, events and educational programs.
Candy is very active in the community and previously served on the Board of Directors of the Children’s Home Society. She lives in Viera, FL, with her husband, Todd, her two stepchildren, Matthew and Kate, and her Labrador, Nellie. Candy also remains involved in the lives of her two children: Kaitlyn, who lives and works in Tampa, FL, and Andrew, who lives and works in Melbourne, FL.
CO, FL, GA, KS, MA, MS, NC, SC, TX, WI
Karin C. Sells
Senior Client Service Associate
Karin began her financial services career with Dreskin, Gillman, and Granet in 1994, while still in her home state of New Jersey. After moving to Florida in 2000, Karin joined the UBS Financial Services Inc. office in Melbourne. She is a Senior Client Service Associate and the Branch Technology Liaison. She has also served as wire operator, Assistant Branch Operations Manager, and Branch Service Associate.
Karin’s role at the Compass Wealth Management Group is to handle administrative client service tasks, including banking and online services. Her love of helping clients and focus on providing worldclass service is evident in all that she does as an integral part of the group.
Karin is married to Troy and enjoys photography, camping, hiking and reading.