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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

Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- 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 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

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- 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.

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
Edward McDevitt

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- 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

Vice President–Wealth Management

Financial Advisor
View bio
- 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
- WI
- WV
- WY
101 West Elm Street
Suite 200
Conshohocken, PA 19428

tim.huston@ubs.com

Tim Huston

101 West Elm Street,Conshohocken,PA,19428
Meredith Carlton

Authorized Officer

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
- WY
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
Pieter Nova

Financial Advisor
View bio
- 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
- 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. "Chris" Mc Sparren

Senior Client Associate
View bio
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
Joyce Muturi

Client Associate
View bio
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

joyce.muturi@ubs.com

Joyce Muturi

1735 Market Street,Philadelphia,PA,19103

Peter B. Ford

Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- NC
- NH
- NJ
- NM
- NV
- 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 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

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- 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.

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
Edward McDevitt

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
- 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

Vice President–Wealth Management

Financial Advisor
View bio
- 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
- WI
- WV
- WY
101 West Elm Street
Suite 200
Conshohocken, PA 19428

tim.huston@ubs.com

Tim Huston

101 West Elm Street,Conshohocken,PA,19428
Meredith Carlton

Authorized Officer

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
- WY
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
Pieter Nova

Financial Advisor
View bio
- 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
- 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. "Chris" Mc Sparren

Senior Client Associate
View bio
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
Joyce Muturi

Client Associate
View bio
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103

joyce.muturi@ubs.com

Joyce Muturi

1735 Market Street,Philadelphia,PA,19103

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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Experience. Advice. Collaboration.

Your primary source for financial advice

Peter B. Ford

Lori Wolfe-Lazorik

Edward McDevitt

Tim Huston

Meredith Carlton

Pieter Nova

Christine T. "Chris" Mc Sparren

Joyce Muturi