Let's move forward. Together.

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David G. Hanvey, CFP®, First Vice President - Wealth Management

Dave’s passion is gaining a deep understanding of his clients’ concerns and priorities so he can develop portfolios and align resources to best achieve his clients’ goals. He has 30 years of experience in the investment industry advising high net worth individuals, non-profits, and multi-generational families.  As a Certified Financial Planner™ with an MBA specializing in Accounting, Dave is committed to delivering customized and holistic financial planning to each client's unique concerns and priorities.  He incorporates extensive resources of the firm, team, and outside client professionals, including attorneys and CPA’s, to protect and simplify his client’s financial lives.

He is passionate about helping others and serving his community through various volunteer and nonprofit board positions such as the St. Augustine Light House and Flagler County Habitat for Humanity.

Dave and his wife, Nicole, were instrumental in creating The Prep Club, a scholarship and educational program for the children of Habitat families in Flagler County. The program partners with both private and public resources to provide children with college scholarships that pay for 100% of higher education through select colleges in the state of Florida. Furthermore, The Prep Club is designed to support students to achieve more and volunteer in the community to serve others.

Beyond his professional endeavors, Dave attained a black belt in Tae Kwon Do and enjoys sailing with his family and friends in St. Augustine, where he resides with his wife and son Matthew along with their dog Bella.   

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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Lacey J. Conner, CRPC®, Vice President - Wealth Management

 As a Wealth Management Advisor, Lacey works closely with individuals, families, and institutions to create personalized strategies that reflect their goals and values. Since beginning her career in 2005, she has helped clients navigate retirement planning, investment management, and long-term financial decision-making with clarity and confidence.

Lacey holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and is a proud graduate of the University of Florida—go Gators! She is also actively involved in her community as a board member of the St. Johns Coastal Rotary Club.

A St. Augustine native, Lacey enjoys spending time on the water with her husband, Matt, and their three children, Corbin, Elora, and Lila, exploring the beautiful waterways of their hometown

• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• AL
• AZ
• CA
• CO
• DE
• FL
• GA
• IL
• IN
• KY
• LA
• MA
• MD
• MI
• MO
• MT
• NC
• NJ
• NM
• NV
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WV
• WY

Beth has worked at UBS since 2000, as an Investment Associate. Prior to UBS, she spent 16 years at Barnett Bank/NationsBank/Bank of America in the Bond Operations Department and then on to the Fixed Income Trading desk. Beth strives to deliver excellent service and a personal approach as she navigates the financial markets with you. Please feel free to email her with questions or visit her at the branch location in Ponte Vedra Beach, FL.  Beth is married, with two grown children. In her free time, she enjoys getting her hands dirty in the soil and musical theatre.