How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Lori Wolfe-Lazorik

Vice President–Wealth Management

I have twenty years of experience in financial and client services, including four years at UBS in Switzerland. Prior to joining UBS in Vero Beach, I worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. I enjoy applying my executive management skills to meet my clients' needs.

A graduate from University of Wisconsin-Stout, I earned a Bachelor of Science degree. My M.B.A. is from Maastricht School of Management, the Netherlands.

Most recently, I earned the Certified Divorce Financial Analyst designation. This allows me to help clients understand the ramifications of divorce and how the decisions they make now will have an immediate impact and may also affect them financial 5, 10 or 30 years from now.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IL
  • MA
  • MD
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
  • WI


  • Bachelor of Science, University of Wisconsin-Stout
  • M.B.A., Maastricht School of Management, the Netherlands.


  • Certified Divorce Financial Analyst®
1701 Highway A1A
Suite 101
Vero Beach, FL 32963
  • (772) 234-7006

Email Me

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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.

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