Insight-based advice

Empty office

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.

Family photos

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.

  • image

    Edward Lord

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • 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
        Three generations in apple orchard

        Turn possibilities into a plan

        House View Monthly

        Mountain climbers on peak at sunrise

        A leading global wealth manager

        A new era of wealth is underway

        And this is your time to define success on your terms.

        Money isn’t just changing hands, it’s changing meaning. This is your new era of wealth, with real opportunities to pursue your ambitions based on your values.

        When it comes to building your legacy, we don’t prescribe a single path. We seek to understand yours. Because the best wealth strategy starts with you.

        A leader in wealth management

        Backed by the strength of our parent company, UBS AG

        $7 trn

        UBS Group invested assets
        As of 12/31/2025

        51 countries

        Our global footprint

        Global leader

        UBS is a leading and truly global wealth manager

        Insights

        This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

        Go to privacy settings