Let's move forward. Together.

The Hanvey Conner Group

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.

Co-workers in a lobby

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

    David Hanvey

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
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    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.

     

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

          Lacey Conner

          Vice President–Wealth Management

          Financial Advisor

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          • AL
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          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.

                816 Highway A1A North
                Ponte Vedra, FL 32082
              • Richard LaVista

                Richard LaVista

                First Vice President–Wealth Management

                Financial Advisor

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                • AL
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                • FL
                • GA
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                • ID
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                Rich began his career as a Financial Advisor with EF Hutton in 1974.  He is an accomplished professional with extensive knowledge of the investment process to include significant experience in the area of Insurance4 and Estate Planning.  He has served as a Branch Manager and as Regional Director of Insurance and Estate Planning for PaineWebber(now UBS) and as a Sales Manager for many National Insurance companies. He is actively involved in many charitable organizations including Home Again St Johns, where he serves on the board, working to eliminate homelessness in his community

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

                      Beth Ratliff

                      Investment Associate

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                      • AL
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                      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
                          • Ann Marie LaVista

                            Ann LaVista

                            Client Associate

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                            • AL
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                            • FL
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                            • ID
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                            • NC
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                            • VA
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                            • WY

                            Ann Marie began her career in the financial services industry with EF Hutton in 1983 and worked for many years in the Insurance and Estate Planning Department of PaineWebber(now UBS). She prides herself on a personal approach to service and a strong commitment to each client. She enjoys being immersed in the history of St Augustine, where she resides with her husband of over 30 years. They have 2 grown children.  Ann is an active supporter and volunteer for many local charitable organizations.

                                  816 Highway A1A North
                                  Ponte Vedra, FL 32082

                                Your 401(k)'s lifetime income illustration

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                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.

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                                A global leader in wealth management

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                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

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                                UBS is a world-leading wealth manager