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
  • CO
  • DE
  • FL
  • GA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • VA
  • WA
  • WI

Education

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

Credentials

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

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Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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