Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Lacey J. Conner, CRPC®, 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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Lacey J. Conner, CRPC®, 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
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Investment Associate
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.
Investment Associate
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Email Me
