Let's move forward. Together.

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.

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.

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.

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.