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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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We are here to provide quality strategies customized to your needs. 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.

  • Ed McDevitt Updated Photo

    Edward J. McDevitt III, CFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    Ed McDevitt has over 25 years of investment experience working with institutions and individuals. Ed uses his experience to provide financial planning and sophisticated investment solutions to select individuals, families and institutions. This is done with a high standard for service and investment knowledge.

    Prior to UBS Ed worked as a Financial Advisor at Morgan Stanley. Ed began his career on the Institutional side of the industry. He was the head trader at Alson Capital, a $3 billion long-short equity hedge fund. At Alson, in addition to his duties as head trader, he sat on the investment committee and was responsible for risk management.

    Prior to Alson Capital Mr. McDevitt worked at Goldman Sachs in the Institutional Equities Division where he advised hedge funds, pension funds and money managers on their investment strategies. Ed began his career at Alex Brown and Sons in the private client division.

    Mr. McDevitt holds the Chartered Financial Analyst® designation and received his Bachelor of Arts degree in Economics from Hamilton College. Ed serves on the Board of Trustees at Springside Chestnut Hill Academy and The Rock School. Ed was an avid triathlete. He won his age group in multiple Ironman competitions and qualified for the Hawaii Ironman World Championship nine times. 

    Ed relocated back to the Philadelphia area, where he grew up, from Boulder Colorado in 2018 with his wife Isabel and two children Sophie and Charlton.

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Hamilton College, Bachelors of Arts in Economics
    • Chartered Financial Analyst®
    • Portfolio Manager
    1735 Market Street
    BNY Mellon Center
    Philadelphia, PA 19103
    ed.mcdevitt@ubs.com
    Edward J. McDevitt III, CFA
    1735 Market Street,Philadelphia,PA,19103
  • Tim Huston Photo

    Tim Huston

    Vice President–Wealth Management

    Financial Advisor

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    After graduating from the University of Pennsylvania with a BA in English, and serving in the United States Army in Southeast Asia, Tim started his financial services career with White, Weld & Co. in Philadelphia, PA as an institutional fixed–income specialist.

    In 1978 Tim joined Kidder, Peabody & Co., and in 1980 was asked to come to New York to continue in sales. In 1985 he was appointed the Director of Unit Investment Trust Department, creating the first high yield UIT. In 1987, Tim co-founded KP High Yield Asset Management, which structured the first Collateralized Bond Obligations – the Institutional Investors Deal of the Year. Moving to KP Asset Management, he structured and marketed the first US Dollar denominated off-shore money fund. He later was promoted to be the senior portfolio manager of all of Kidder's Municipal Bond Funds and separately managed accounts, with assets under management in excess of $1 Billion.

    In 1993, Tim was recruited by Legg Mason in Baltimore, Maryland to be the National Institutional Fixed Income Sales Manager. After a substantial acquisition, he successfully integrated the two sales forces, and recruited and supervised sales personnel in multiple trading locations.

    He returned to New York to the recently merged firm of Paine Webber- Kidder Peabody as a National Corporate Relationship manager, selling corporate services to Fortune 500 Companies. When UBS bought PW-KP, Tim was fortunate enough to be able to return to Philadelphia to work with money managers and family offices in the area.

    Since returning to Philadelphia, Tim has been an active participant in for, and not-for profit Boards. He served as Treasurer of American Insight from 2004 – 2009, The Samuel Fleisher Art Memorial as Trustee and Vice President from 2004 – 2013, and Treasurer of The Stoneleigh Foundation from 2010 – 2017. He currently serves on the First Hospital Foundation board, Hungerford & Terry board, and is President of the Ardnamurchan Club.

          101 West Elm Street
          Suite 200
          Conshohocken, PA 19428
          tim.huston@ubs.com
          Tim Huston
          101 West Elm Street,Conshohocken,PA,19428
        • Peter Ford Headshot

          Peter B. Ford

          Director

          Financial Advisor

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          Peter is one of a small number of UBS Financial Advisors who have earned the Designation of "Wealth Advisor." As a Wealth Advisor, Peter is eminently qualified to provide highly personalized wealth management services to his clients. Peter began his career in financial services in 1987 as a Financial Advisor with the firm in Fairfield, Connecticut. He has served in various capacities including 26 years as Branch Manager and Director of the Vero Beach Florida and the Boulder Colorado offices. A graduate of Boston University's School of Management, Peter earned a B.S. in Business Administration.

                1801 13th Street
                Suite 100
                Boulder, CO 80302
                peter.f.ford@ubs.com
                Peter B. Ford
                1801 13th Street,Boulder,CO,80302
              • Lori L headshot

                Lori Lazorik

                Vice President–Wealth Management

                Financial Advisor

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                Lori has over 20 years of experience in financial and client services, including four years at UBS Switzerland. Prior to joining UBS Vero Beach, she worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. She enjoys applying her executive management skills to address the needs of her clients. A graduate from University of Wisconsin-Stout, Lori earned a Bachelor of Science degree. Her M.B.A. is from the Maastricht School of Management, the Netherlands.

                Her love for the community is shown by her active involvement in the Vero Beach Art Museum and Impact100 Women’s Philanthropic organization. She loves to contribute her analytical skills and financial acumen to make Vero Beach a better place for all.   

                      1701 Highway A1A
                      Suite 101
                      Vero Beach, FL 32963
                      lori.wolfe-lazorik@ubs.com
                      Lori Lazorik
                      1701 Highway A1A,Vero Beach,FL,32963
                    • Meredith Carlton

                      Meredith Carlton

                      Authorized Officer

                      Financial Advisor

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                      Meredith has 15 years of experience in the financial services industry. She began her career in 2008 at UBS in Austin, TX as a Client Service Associate. She later became a part of the management team working as the Complex Risk Analyst before becoming the Market Supervisory Officer for the Central Texas Market Area where she managed compliance across eight UBS branch offices. In 2017, Meredith moved to Colorado and joined the UBS Boulder office as a financial advisor.

                      Meredith's background in management contributes to the team's insight on how to run an effective business. She has considerable knowledge in compliance and business risk, as well as managing processes and communication.

                      Meredith holds the Chartered SRI Counselor bringing specific knowledge to clients around current trends and best practices related to sustainable, responsible and impact investing.

                      Meredith grew up in Vero Beach, Florida and attended Rhodes College in Memphis, TN where she received her bachelor's degree in Business Administration. Meredith lives in the Boulder area with her husband Chris and their three girls, Sinclair, Katherine and Paige. Meredith currently serves on the Development Committee for the Community Foundation of Boulder County.

                        • Rhodes College, bachelor's degree in Business Administration
                        • Chartered SRI Counselor℠
                        1801 13th Street
                        Suite 100
                        Boulder, CO 80302
                        meredith.carlton@ubs.com
                        Meredith Carlton
                        1801 13th Street,Boulder,CO,80302
                      • Pieter N. Nova

                        Pieter N. Nova, CFP

                        Financial Advisor

                        CERTIFIED FINANCIAL PLANNER®

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                        Pieter began working at UBS in 2010 during his sophomore year at Villanova University as a wealth management intern, a position he kept throughout his college career.

                        After earning his Bachelor of Science degree in Mathematics in 2012, he became a senior mortgage consultant at New Penn Financial where he worked with individuals, families, and brokers in assisting them secure mortgage loans.

                        Pieter returned to UBS in a full-time capacity in 2015. He has obtained the CERTIFIED FINANCIAL PLANNER™ designation and serves as an excellent resource for clients looking to address any financial planning needs. He is committed to providing clients with personalized attention and understands that every client touchpoint is an opportunity to provide an exceptional experience.

                        Pieter has an eclectic range of interests that include sustainable investing, artificial intelligence, hiking and biking. He gives back to the Philadelphia community by volunteering for CHOP (The Children's Hospital of Philadelphia) and serving at MANNA Soup Kitchen.

                        Pieter resides in Wayne, PA with his wife Kimberly and daughter Natalie.

                          • Villanova University, B.S. in Mathematics
                          • CERTIFIED FINANCIAL PLANNER®
                          101 West Elm Street
                          Suite 200
                          Conshohocken, PA 19428
                          pieter.nova@ubs.com
                          Pieter N. Nova, CFP
                          101 West Elm Street,Conshohocken,PA,19428
                        • Joyce photo

                          Joyce Muturi

                          Client Associate

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                            As a dedicated professional with over 22 years of experience in business administration and client service, Joyce's focus is on delivering exceptional service and tailored solutions to meet our clients' unique needs. Joyce ensures that all client instructions are carried out in a timely, accurate, and efficient manner. 

                              • Drexel University's LeBow College of Business, Bachelor of Science - Business Administration and Management: 2019
                                1735 Market Street
                                Mellon Bank Center
                                Philadelphia, PA 19103
                                joyce.muturi@ubs.com
                                Joyce Muturi
                                1735 Market Street,Philadelphia,PA,19103
                              • Christine M Headshot

                                Christine McSparren

                                Senior Client Associate

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                                  Christine has worked for UBS in the Vero Beach office since 1996. Originally from Miami, Florida, she began her career in the brokerage business in 1987 with First Equity Corporation of Florida as the Executive Assistant to the president of the firm. With well over 20 years in the industry, her focus is in client services, including account administrative and operational issues, problem-solving, and expediting the clients day-to-day needs. Chris resides in Sebastian with her husband, John, and three children, Sean, Caitlin and Ashley.

                                        1701 Highway A1A
                                        Suite 101
                                        Vero Beach, FL 32963
                                        christine.mcsparren@ubs.com
                                        Christine McSparren
                                        1701 Highway A1A,Vero Beach,FL,32963
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                                      Sustainability matters

                                      Building multicultural wealth, together

                                      Building multicultural wealth, together

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                                      ElectionWatch 2024

                                      24 questions for the '24 US election

                                      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                                      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                                      Download the report

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