Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Edward Lord, IV

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA

Education

  • B.A., Wesleyan University
299 Park Avenue
New York, NY 10017
  • (212) 309-3061

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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As of 06/30/2024

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