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 "Ned" Lord, III

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AZ
    • CA
    • CO
    • CT
    • FL
    • NJ
    • NV
    • NY
    • PA
    • TX

    Ned Lord began his studies at the Wharton School of Business, where he earned a B.A. in Economics in 1971. After working at JPMorgan Chase for 6 years, Ned received his MBA from Columbia Business School in 1978. He has been in the financial services industry for 39 years and serves high net worth clients with newly acquired wealth. His total focus on each individual client differentiates himself from other financial advisors. Ned loves to use his spare time to play golf, listen to opera, and watch modern films. He and his wife Elena have two children, Ellie and Neddy.

      • Wharton School of Business, B.A. in Economics
      • Columbia Business School , MBA
        299 Park Avenue
        New York, NY 10171
      • image

        Edward Lord

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • CT
        • FL
        • NJ
        • NV
        • NY
        • PA
        • TX

              299 Park Avenue
              New York, NY 10171
            • image

              Matt Mustafic

              Investment Associate

              • image
              • image
              • AZ
              • CA
              • CO
              • CT
              • FL
              • MS
              • NJ
              • NV
              • NY
              • PA
              • TX

                    299 Park Avenue
                    New York, NY 10171

                  What did the Fed say?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager