Let's move forward. Together.

Private Wealth Management

Fulton Lubell Roth

We believe you can manage life changes and transitions to your best advantage. After several decades of entrepreneurial success and capital markets experience, we have built expertise guiding clients through liquidity events. Whether you are considering selling your business, monetizing your corporate stock position, planning your legacy or transitioning to a new phase of your life, our goal is to empower you to make the best financial decisions with confidence and purpose.

While change is often not within your control, by engaging in a holistic approach, you can significantly improve outcomes. Complexity does not hinder our efforts; it simply inspires us to get to the core of an issue so we can deliver uniquely tailored advice and solutions for your wealth, your family and your future. This is what drives us each and every day. As your private wealth advisors, we serve as your most valued and trusted advocates before, during and after a planned, as well as an unplanned, life transition.

Nothing is secure but life, transition, the energizing spirit.

- Ralph Waldo Emerson
  • John S. Fulton

    John Fulton, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
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    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
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    As a Private Wealth Advisor and Senior Portfolio Manager, John researches and runs the team’s investment committee. Through his extensive training with the Sudden Money Institute, John works with clients and their families in managing a wide range of wealth and life transitions.

    Prior to joining the firm in 2002, John worked at Deutsche Bank Alex. Brown for eight years. Previously, John ran the diplomat and embassy division for NationsBank in Washington, DC. He also worked overseas in London and Singapore for a predecessor of Bank of America. John is Chairman of the Rosarian Academy Charitable Trust endowment. John is also a board director at the Cathleen McFarlane Foundation. John earned his B.A. from Towson University and his CIMA® (Certified Investment Management Analyst®) designation from the Wharton School of the University of Pennsylvania. He resides with his wife and two children in Wellington.

          525 Okeechobee Blvd.
          Suite 1500
          West Palm Beach, FL 33401
        • Edward Lubell

          Ned Lubell

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AK
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          • CT
          • DC
          • FL
          • GA
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          • NC
          • NJ
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          • PA
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          • WA

          With his extensive wealth management experience, Ned Lubell, Private Wealth Advisor, works closely with our clients on advanced planning strategies and importantly, he is responsible for tackling the complex family/business issues that many clients face from time to time. As a member of the team’s investment committee, he keeps a close watch on our investment strategy and how it is implemented in client portfolios.

          Ned joined the firm in 2002 after nine years at Deutsche Bank Alex. Brown. Previously, he led the development and financing of real estate projects for Trammell Crow and Winthrop Financial Associates, and worked in the mergers and acquisitions group at Morgan Stanley. Ned earned his M.B.A. with distinction from the Harvard Business School and his B.A. in political economy from Williams College. Since 1998, he has been on the board of Quantum House (St. Mary’s Medical Center). He resides in Boca Raton with his wife and has two children.

          Ned Lubell holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0F18875).

                525 Okeechobee Blvd.
                Suite 1500
                West Palm Beach, FL 33401
              • Sara Roth

                Sara Roth

                Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DC
                • FL
                • GA
                • HI
                • ID
                • MA
                • MD
                • ME
                • MI
                • MN
                • NC
                • NH
                • NJ
                • NM
                • NV
                • NY
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                • OK
                • PA
                • SC
                • TX
                • VA
                • VI
                • WA

                Sara joined the team in 2005. For the previous seven years, she was an Account Vice President on a financial advisor team in the firm’s Hartford, CT, office. Sara coordinates service offerings for new clients, helps design client wealth plans, quarterbacks mortgages and credit lines, and explains and processes life and long-term care insurance policies. Sara received a B.A. in economics from Trinity College in Hartford, where she was class salutatorian. She is married and has two sons.

                Sara Roth holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0F18876).

                      525 Okeechobee Blvd.
                      Suite 1500
                      West Palm Beach, FL 33401
                    • Patrick Updated photo

                      F. Patrick Connolly

                      Director

                      Senior Wealth Strategy Associate

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                      • AK
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                      • VA
                      • VI
                      • WA

                      Patrick joined our Team in 2022 as a Relationship Manager—Director. He worked for the past 5 years on a team at JP Morgan and before that, for 6 years at UBS in Palm Beach. Before his time in Florida, he was part of the inaugural office of Morgan Stanley’s private wealth management office in Atlanta and grew the team into a successful practice.

                      Patrick has over 20 years of extensive wealth management experience. He is a graduate of Loyola University in Maryland with a BBA in Business Management and holds an MBA from Goizueta Business School at Emory University in Atlanta. Patrick and his wife live in Jupiter with their three children. He volunteers his time with Dare 2 Care and Knights of Columbus.

                            525 Okeechobee Blvd.
                            Suite 1500
                            West Palm Beach, FL 33401
                          • Mellessa Gardener-Davila

                            Mellessa Gardener-Davila

                            Senior Client Associate

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                            • AR
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                            • FL
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                            • LA
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                            • NC
                            • NH
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                            • NV
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                            • PA
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                            • VA
                            • VI

                            Mellessa joined UBS in 2012 with more than 20 years of industry experience. Previously, she was with SunTrust. Mellessa holds the Series 7 and 66 securities licenses, and oversees operational and client service-related support. She earned her B.A. in organizational management from Palm Beach Atlantic University.

                                  525 Okeechobee Blvd.
                                  Suite 1500
                                  West Palm Beach, FL 33401
                                Empowered

                                Empowered

                                Resilient

                                Resilient

                                Transformed

                                Transformed

                                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