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

    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 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.

    • Financial Times Top 400 Financial Advisers, 2013
        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
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • MA
        • MD
        • ME
        • MI
        • MN
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • SC
        • TX
        • VA
        • VI
        • 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.

              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
              • NJ
              • NM
              • NV
              • NY
              • OH
              • 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.

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

                    Mellessa Gardener-Davila

                    Senior Client Associate

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                    • AR
                    • AZ
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • ID
                    • LA
                    • MA
                    • MD
                    • ME
                    • MI
                    • MN
                    • NC
                    • NM
                    • NV
                    • NY
                    • OH
                    • PA
                    • TX
                    • 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

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                        Transformed

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                        How do you plan confidently for the retirement you want?

                        Start by building a strategy based on the resources and needs over the course of your life.

                        Imagine the retirement you want. Then, let’s build a framework to help you pursue it. 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