Experience

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.

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.

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.  

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.