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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.

  • Peter B. Ford - Profile Photo

    Peter B. Ford

    Director

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MN
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV
    • WY

    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's School of Management, B.S. in Business Administration
      • Wealth Advisor
      1801 13th Street
      Suite 100
      Boulder, CO 80302
    • Lori Wolfe-Lazorik - Profile Photo

      Lori Wolfe-Lazorik

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • KS
      • MA
      • MD
      • ME
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WI
      • WV
      • WY

      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. 

        • University of Wisconsin-Stout, Bachelor of Science degree
        • The Maastricht School of Management, the Netherlands, M.B.A.
          1701 Highway A1A
          Suite 101
          Vero Beach, FL 32963
        • Meredith Carlton - Profile Photo

          Meredith Carlton

          Authorized Officer

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • KS
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WV
          • WY

          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 bachelor's degree in Business Administration. Meredith spends much 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 in Memphis, TN, Bachelor's degree in Business Administration
              1801 13th Street
              Suite 100
              Boulder, CO 80302
            • Christine T. McSparren - Profile Photo

              Christine T. "Chris" 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

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