Financial planning tailored to your goals

Ford Lazorik Group photo

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Pursuing your goals together

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.

  • Peter

    Peter B. Ford

    Director

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IL
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    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 16 years as Branch Manager and Director of the Vero Beach Office. A graduate of Boston University's School of Management, Peter earned a B.S. in Business Administration.

      • Boston University, B.S. Business Administration
        1801 13th Street
        Suite 100
        Boulder, CO 80302
      • Lori

        Lori Wolfe-Lazorik, CDFA

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CO
        • DE
        • FL
        • GA
        • MA
        • MD
        • MN
        • MO
        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • TX
        • VA
        • WA
        • WI

        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. She most recently received a certification as a "Certified Divorce Financial Analyst" aimed at helping prospects and clients through the financial difficulty of a divorce.

          • Maastricht School of Management, M.B.A.
          • University of Wisconsin-Stout, B.S.
          • Certified Divorce Financial Analyst
          1701 Highway A1A
          Suite 101
          Vero Beach, FL 32963
        • Meredith

          Meredith Carlton

          Authorized Officer

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • MA
          • MD
          • MI
          • MO
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • SC
          • TN
          • TX
          • VA
          • WA

          Meredith Carlton has 11 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 eventually 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 with her family and joined the UBS Boulder office as a financial advisor.

          Meredith grew up in Vero Beach, Florida and attended Rhodes College in Memphis, TN where she received her bachelor's degree in Business Administration. She spends most of her time outside of work with her husband, Chris, and her two young daughters. She also enjoys running outdoors, reading and playing golf.  

            • Rhodes College, Business Administration
              1801 13th Street
              Suite 100
              Boulder, CO 80302
            • Christine

              Christine Mc Sparren

              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

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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