Let's move forward. Together.

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David G. Hanvey, CFP®, First Vice President - Wealth Management

Dave’s passion is gaining a deep understanding of his clients’ concerns and priorities so he can develop portfolios and align resources to best achieve his clients’ goals. He has 30 years of experience in the investment industry advising high net worth individuals, non-profits, and multi-generational families.  As a Certified Financial Planner™ with an MBA specializing in Accounting, Dave is committed to delivering customized and holistic financial planning to each client's unique concerns and priorities.  He incorporates extensive resources of the firm, team, and outside client professionals, including attorneys and CPA’s, to protect and simplify his client’s financial lives.

He is passionate about helping others and serving his community through various volunteer and nonprofit board positions such as the St. Augustine Light House and Flagler County Habitat for Humanity.

Dave and his wife, Nicole, were instrumental in creating The Prep Club, a scholarship and educational program for the children of Habitat families in Flagler County. The program partners with both private and public resources to provide children with college scholarships that pay for 100% of higher education through select colleges in the state of Florida. Furthermore, The Prep Club is designed to support students to achieve more and volunteer in the community to serve others.

Beyond his professional endeavors, Dave attained a black belt in Tae Kwon Do and enjoys sailing with his family and friends in St. Augustine, where he resides with his wife and son Matthew along with their dog Bella.   

• 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.

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Lacey J. Conner, CRPC®, Senior Vice President - Wealth Management

 As a Wealth Management Advisor, Lacey works closely with individuals, families, and institutions to create personalized strategies that reflect their goals and values. Since beginning her career in 2005, she has helped clients navigate retirement planning, investment management, and long-term financial decision-making with clarity and confidence.

Lacey holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation and is a proud graduate of the University of Florida—go Gators! She is also actively involved in her community as a board member of the St. Johns Coastal Rotary Club.

A St. Augustine native, Lacey enjoys spending time on the water with her husband, Matt, and their three children, Corbin, Elora, and Lila, exploring the beautiful waterways of their hometown

• 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.

• AZ
• CA
• CO
• DE
• FL
• GA
• IL
• IN
• KY
• LA
• MA
• MD
• MI
• MO
• NC
• NJ
• NM
• NV
• NY
• OH
• PA
• SC
• TN
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• VA
• WA
• WV
• WY

Beth Ratliff
Investment Associate

Beth has been with UBS since 2000, serving as an Investment Associate. Prior to joining UBS, she spent 16 years with Barnett Bank, NationsBank, and Bank of America, where she worked in the Bond Operations Department before advancing to the Fixed Income Trading Desk.

With more than 40 years of experience in the financial services industry, Beth provides exceptional client service with an individualized touch. She enjoys building lasting relationships with clients and is committed to ensuring their needs are met with professionalism, responsiveness, and care. Clients are always welcome to call or email Beth for assistance with their accounts, service requests, or other financial service needs.

Outside of the office, Beth is married and the proud mother of two grown children. In her free time, she enjoys gardening and musical theatre, interests that reflect the patience, attention to detail, and appreciation for personal connection she brings to client service.

Jodi Kotrady-Hatin, Client Associate

Jodi Kotrady-Hatin is a Client Associate with more than 25 years of experience in financial services, banking, marketing, advancement, and relationship management. As part of an established team of financial advisors, she focuses on enhancing the client experience through relationship management, client engagement, events, marketing, and operational support.

Most recently, Jodi served as Director of Advancement and Marketing for St. Joseph Academy, where she led fundraising, donor relations, strategic communications, and community engagement initiatives. That background translates directly into the client experience she helps create today: thoughtful communication, strong follow-through, and meaningful touchpoints that help clients feel informed, appreciated, and connected to the team.

Jodi has been an active member of the Rotary Club of St. Augustine for nearly three decades and is serving as Club President for the 2026–2027 Rotary year, her second term in this leadership role. She is also a two-time Assistant Governor for Rotary District 6970 and serves on the Finance Councils of the Cathedral Basilica of St. Augustine, Cathedral Parish School, and St. Joseph Academy. In addition, she is a passionate advocate for newborn screening and PKU awareness, working at both the state and federal levels to advance policies and support families affected by rare metabolic disorders. These leadership and advocacy roles reflect her ability to coordinate complex efforts, build trust across communities, and anticipate needs—skills that support a more responsive and personal client experience.

Jodi and her husband, Joe, are the proud parents of two daughters, Harlow Anne, a graduate of the University of South Florida, and Hailey Elizabeth, a student in the University of Florida's College of Nursing. Known for her servant leadership and commitment to excellence, Jodi is committed to helping clients feel valued, informed, and connected.