Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

David Hanvey

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
David G. Hanvey, CFP®, First Vice President - Wealth Management

David’s passion is gaining a deep understanding of our clients’ concerns and priorities so he can develop portfolios and align resources to best achieve our clients’ goals. He is dedicated to making his clients' life easier and being there for them along all complex situations. He holds his CFP®, CERTIFIED FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and has earned his MBA, with a concentration in Accounting. Dave was born and raised in New York and moved to Florida when he attended college. He is a Flagler College alumni and very passionate about giving back to his alma mater. David has been in the financial services industry since 1993. He lives in St. Augustine with his wife Nicole, son Matthew, and their dog Bella. Dave is the president of the Habitat for Humanity in Flagler County. He achieved his black belt in Tae Kwon Do and enjoys boating and being active.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
816 Highway A1A North
Ponte Vedra, FL 32082

david.hanvey@ubs.com

David Hanvey

816 Highway A1A North,Ponte Vedra,FL,32082
Lacey Conner

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Lacey J. Conner, CRPC®, Vice President - Wealth Management

Lacey strives to build enduring relationships with individuals, families and institutions through her commitment to providing outstanding service and guidance. She holds the CRPC® certification awarded by the Certified Retirement Planning Counselor and she has been in the financial services industry since 2005. Lacey is a proud graduate of The University of Florida, go Gators! Lacey is also actively involved in the community; she serves as a board member of St. Johns Coastal Rotary Club. She enjoys spending time with her husband Matt and three children Corbin, Elora & Lila. They are St. Augustine natives that love to spend time on their boat and the beautiful waterways of St. Augustine.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
816 Highway A1A North
Ponte Vedra, FL 32082

lacey.conner@ubs.com

Lacey Conner

816 Highway A1A North,Ponte Vedra,FL,32082
Beth Ratliff

Investment Associate
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Beth has worked at UBS since 2000, as an Investment Associate. Prior to UBS, she spent 16 years at Barnett Bank/NationsBank/Bank of America in the Bond Operations Department and then on to the Fixed Income Trading desk. Beth strives to deliver excellent service and a personal approach as she navigates the financial markets with you. Please feel free to email her with questions or visit her at the branch location in Ponte Vedra Beach, FL. Beth is married, with two grown children. In her free time, she enjoys getting her hands dirty in the soil and musical theatre.
816 Highway A1A North
Ponte Vedra, FL 32082

beth.ratliff@ubs.com

Beth Ratliff

816 Highway A1A North,Ponte Vedra,FL,32082

David Hanvey

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
David G. Hanvey, CFP®, First Vice President - Wealth Management

David’s passion is gaining a deep understanding of our clients’ concerns and priorities so he can develop portfolios and align resources to best achieve our clients’ goals. He is dedicated to making his clients' life easier and being there for them along all complex situations. He holds his CFP®, CERTIFIED FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and has earned his MBA, with a concentration in Accounting. Dave was born and raised in New York and moved to Florida when he attended college. He is a Flagler College alumni and very passionate about giving back to his alma mater. David has been in the financial services industry since 1993. He lives in St. Augustine with his wife Nicole, son Matthew, and their dog Bella. Dave is the president of the Habitat for Humanity in Flagler County. He achieved his black belt in Tae Kwon Do and enjoys boating and being active.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
816 Highway A1A North
Ponte Vedra, FL 32082

david.hanvey@ubs.com

David Hanvey

816 Highway A1A North,Ponte Vedra,FL,32082
Lacey Conner

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- IN
- KY
- LA
- MA
- MD
- ME
- MI
- MO
- MS
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WV
- WY
Lacey J. Conner, CRPC®, Vice President - Wealth Management

Lacey strives to build enduring relationships with individuals, families and institutions through her commitment to providing outstanding service and guidance. She holds the CRPC® certification awarded by the Certified Retirement Planning Counselor and she has been in the financial services industry since 2005. Lacey is a proud graduate of The University of Florida, go Gators! Lacey is also actively involved in the community; she serves as a board member of St. Johns Coastal Rotary Club. She enjoys spending time with her husband Matt and three children Corbin, Elora & Lila. They are St. Augustine natives that love to spend time on their boat and the beautiful waterways of St. Augustine.
- Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
816 Highway A1A North
Ponte Vedra, FL 32082

lacey.conner@ubs.com

Lacey Conner

816 Highway A1A North,Ponte Vedra,FL,32082
Beth Ratliff

Investment Associate
View bio
- AL
- AZ
- CA
- CO
- DE
- FL
- GA
- IL
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WV
- WY
Beth has worked at UBS since 2000, as an Investment Associate. Prior to UBS, she spent 16 years at Barnett Bank/NationsBank/Bank of America in the Bond Operations Department and then on to the Fixed Income Trading desk. Beth strives to deliver excellent service and a personal approach as she navigates the financial markets with you. Please feel free to email her with questions or visit her at the branch location in Ponte Vedra Beach, FL. Beth is married, with two grown children. In her free time, she enjoys getting her hands dirty in the soil and musical theatre.
816 Highway A1A North
Ponte Vedra, FL 32082

beth.ratliff@ubs.com

Beth Ratliff

816 Highway A1A North,Ponte Vedra,FL,32082

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.}

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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