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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
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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.

      • Boston University's School of Management, B.S. in Business Administration
      • Wealth Advisor
      1801 13th Street
      Suite 100
      Boulder, CO 80302
      peter.f.ford@ubs.com
      Peter B. Ford
      1801 13th Street,Boulder,CO,80302
    • Lori Wolfe-Lazorik - Profile Photo

      Lori Wolfe-Lazorik

      Vice President–Wealth Management

      Financial Advisor

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      • AZ
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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.   

        • 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
          lori.wolfe-lazorik@ubs.com
          Lori Wolfe-Lazorik
          1701 Highway A1A,Vero Beach,FL,32963
        • Ed McDevitt

          Edward McDevitt

          Senior Vice President–Wealth Management

          Financial Advisor

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          • 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.

            • Chartered Financial Analyst®
            1735 Market Street
            BNY Mellon Center
            Philadelphia, PA 19103
            ed.mcdevitt@ubs.com
            Edward McDevitt
            1735 Market Street,Philadelphia,PA,19103
          • Tim Huston

            Tim Huston

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
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            • DC
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            • GA
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                  101 West Elm Street
                  Suite 200
                  Conshohocken, PA 19428
                  tim.huston@ubs.com
                  Tim Huston
                  101 West Elm Street,Conshohocken,PA,19428
                • Meredith Carlton - Profile Photo

                  Meredith Carlton

                  Authorized Officer

                  Financial Advisor

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                  • AZ
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                  • DC
                  • DE
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                  • GA
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                  • IA
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                  • LA
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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 in Memphis, TN, Bachelor's degree in Business Administration
                      1801 13th Street
                      Suite 100
                      Boulder, CO 80302
                      meredith.carlton@ubs.com
                      Meredith Carlton
                      1801 13th Street,Boulder,CO,80302
                    • Piet Nova

                      Pieter Nova

                      Financial Advisor

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

                      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.

                          • Chartered Retirement Planning Counselor
                          101 West Elm Street
                          Suite 200
                          Conshohocken, PA 19428
                          pieter.nova@ubs.com
                          Pieter Nova
                          101 West Elm Street,Conshohocken,PA,19428
                        • 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
                                  christine.mcsparren@ubs.com
                                  Christine T. "Chris" Mc Sparren
                                  1701 Highway A1A,Vero Beach,FL,32963
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                                  Joyce Muturi

                                  Client Associate

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                                          1735 Market Street
                                          Mellon Bank Center
                                          Philadelphia, PA 19103
                                          joyce.muturi@ubs.com
                                          Joyce Muturi
                                          1735 Market Street,Philadelphia,PA,19103
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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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