Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

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We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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 Mcdevitt

    Edward Mcdevitt III, CFA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NM
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Ed McDevitt has over 25 years of investment experience working with institutions and individuals. Ed uses his experience to provide financial planning and sophisticated investment solutions to select individuals, families and institutions. This is done with a high standard for service and investment knowledge.

    Prior to UBS Ed worked as a Financial Advisor at Morgan Stanley. Ed began his career on the Institutional side of the industry. He was the head trader at Alson Capital, a $3 billion long-short equity hedge fund. At Alson, in addition to his duties as head trader, he sat on the investment committee and was responsible for risk management.

    Prior to Alson Capital Mr. McDevitt worked at Goldman Sachs in the Institutional Equities Division where he advised hedge funds, pension funds and money managers on their investment strategies. Ed began his career at Alex Brown and Sons in the private client division.

    Mr. McDevitt holds the Chartered Financial Analyst® designation and received his Bachelor of Arts degree in Economics from Hamilton College. Ed serves on the Board of Trustees at Springside Chestnut Hill Academy and The Rock School. Ed was an avid triathlete. He won his age group in multiple Ironman competitions and qualified for the Hawaii Ironman World Championship nine times. 

    Ed relocated back to the Philadelphia area, where he grew up, from Boulder Colorado in 2018 with his wife Isabel and two children Sophie and Charlton.

      • Hamilton College, Bachelors of Arts in Economics
      • Chartered Financial Analyst®
      • Portfolio Manager
      1801 13th Street
      Suite 100
      Boulder, CO 80302
    • Meredith Carlton

      Meredith Carlton

      Authorized Officer

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • IA
      • ID
      • IL
      • MA
      • MD
      • ME
      • MI
      • MN
      • NC
      • NJ
      • NM
      • NY
      • OH
      • OR
      • PA
      • RI
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WY

      Meredith has 15 years of experience in the financial services industry. She began her career in 2008 at UBS in Austin, TX as a Client Service Associate. She later became a part of the management team working as the Complex Risk Analyst before becoming the Market Supervisory Officer for the Central Texas Market Area where she managed compliance across eight UBS branch offices. In 2017, Meredith moved to Colorado and joined the UBS Boulder office as a financial advisor.

      Meredith's background in management contributes to the team's insight on how to run an effective business. She has considerable knowledge in compliance and business risk, as well as managing processes and communication.

      Meredith holds the Chartered SRI Counselor bringing specific knowledge to clients around current trends and best practices related to sustainable, responsible and impact investing.

      Meredith grew up in Vero Beach, Florida and attended Rhodes College in Memphis, TN where she received her bachelor's degree in Business Administration. Meredith lives in the Boulder area with her husband Chris and their three girls, Sinclair, Katherine and Paige. Meredith currently serves on the Development Committee for the Community Foundation of Boulder County.

          • Chartered SRI Counselor℠
          1801 13th Street
          Suite 100
          Boulder, CO 80302
        • Pieter N. Nova

          Pieter N. Nova, CFP

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • MA
          • MD
          • ME
          • MI
          • MN
          • NC
          • NJ
          • NM
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • VT
          • WA
          • WI
          • WY

          Pieter began working at UBS in 2010 during his sophomore year at Villanova University as a wealth management intern, a position he kept throughout his college career.

          After earning his Bachelor of Science degree in Mathematics in 2012, he became a senior mortgage consultant at New Penn Financial where he worked with individuals, families, and brokers in assisting them secure mortgage loans.

          Pieter returned to UBS in a full-time capacity in 2015. He has obtained the CERTIFIED FINANCIAL PLANNER™ designation and serves as an excellent resource for clients looking to address any financial planning needs. He is committed to providing clients with personalized attention and understands that every client touchpoint is an opportunity to provide an exceptional experience.

          Pieter has an eclectic range of interests that include sustainable investing, artificial intelligence, hiking and biking. He gives back to the Philadelphia community by volunteering for CHOP (The Children's Hospital of Philadelphia) and serving at MANNA Soup Kitchen.

          Pieter resides in Wayne, PA with his wife Kimberly.

            • Villanova University, B.S. in Mathematics
            • CERTIFIED FINANCIAL PLANNER™
            101 West Elm Street
            Suite 200
            Conshohocken, PA 19428

          Managing wealth is our craft

          We’re committed to understanding what wealth means for you.

          At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

          Backed by the strength of UBS

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          $5+ trillion

          In invested assets globally 
          As of 11/07/2023

          51 countries

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          UBS is a world-leading wealth manager

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