Experience

Makes all the difference

John Fulton, CIMA

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Recognized as an industry leader:

  • Financial Times Top 400 Financial Advisers, 2013
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

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Ned Lubell

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

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Sara Roth

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

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Mellessa Gardener-Davila

Senior Client Associate

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NM
  • NV
  • NY
  • OH
  • PA
  • TX
  • VA
  • VI
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401

Email Me