1.9+ billion
Assets under management
1.9+ billion
Assets under management
37
Client relationships
$50+ million
Median entrepreneur client size
We are known as the Belveal-Lambert Team in honor of our founding partners, Scott Belveal and Adam Lambert. Scott tragically passed away on 11/22/23 after bravely battling pancreatic cancer for 9 months. His legacy lives on in the strong client relationships he fostered and the team culture he cultivated, one that was centered around family, trust, hard work and accountability.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. Adam Lambert, Ray Farnesi, Kendal Glatthorn, Andrew Davoli and Carolyn Belveal are privileged to carry forward Scott's legacy at UBS.
Managing Director–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Director
Team Administrator
Wealth Strategy Associate
Client Associate
Senior Wealth Strategy Associate
Managing Director–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Director
Team Administrator
Wealth Strategy Associate
Client Associate
Senior Wealth Strategy 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.
With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
