Insight-based advice

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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.

  • Edward Lord

    Edward Lord

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • ME
    • NJ
    • NV
    • NY
    • PA
    • TX
    • VA

          299 Park Avenue
          New York, NY 10017
          edward.lord-jr@ubs.com
          Edward Lord
          299 Park Avenue,New York,NY,10017
        • Adam Mustafic

          Adam Mustafic

          Registered Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • KS
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • NC
          • NE
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • VT
          • WA
          • WY

          Adam is a Registered Client Associate who is dedicated to delivering a high level of client service across all aspects of the relationship.  He serves as a point of contact, helping clients navigate both routine and complex needs.  He focuses on day-to-day client support, including account maintenance and transaction execution.   

          Adam also supports the implementation and ongoing monitoring of client portfolios. He assists with investment-related requests, helps facilitate portfolio activity, and ensures clients remain informed and supported as their financial needs evolve. He maintains a strong awareness of market conditions and trends, allowing him to provide timely, relevant insight and help clients stay informed in a dynamic market environment.

          Outside of work, Adam enjoys playing golf and tennis, listening to music, and watching the Dallas Cowboys.

                299 Park Avenue
                New York, NY 10017
                adam.mustafic@ubs.com
                Adam Mustafic
                299 Park Avenue,New York,NY,10017
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

              Two brothers. One inheritance.

              How will their story unfold?

              Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

              If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

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              As of 12/31/2025

              51 countries

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              UBS is a leading and truly global wealth manager

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