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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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We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Edward Mcdevitt III, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- 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.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Hamilton College, Bachelors of Arts in Economics
- Chartered Financial Analyst®
- Portfolio Manager
1801 13th Street
Suite 100
Boulder, CO 80302
Tim Huston

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
101 West Elm Street
Suite 200
Conshohocken, PA 19428
Peter B. Ford

Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Peter is one of a small number of UBS Financial Advisors who have earned the Designation of "Wealth Advisor." As a Wealth Advisor, Peter is eminently qualified to provide highly personalized wealth management services to his clients. Peter began his career in financial services in 1987 as a Financial Advisor with the firm in Fairfield, Connecticut. He has served in various capacities including 26 years as Branch Manager and Director of the Vero Beach Florida and the Boulder Colorado offices. A graduate of Boston University's School of Management, Peter earned a B.S. in Business Administration.
1801 13th Street
Suite 100
Boulder, CO 80302
Lori Lazorik

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Lori has over 20 years of experience in financial and client services, including four years at UBS Switzerland. Prior to joining UBS Vero Beach, she worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. She enjoys applying her executive management skills to address the needs of her clients. A graduate from University of Wisconsin-Stout, Lori earned a Bachelor of Science degree. Her M.B.A. is from the Maastricht School of Management, the Netherlands.

Her love for the community is shown by her active involvement in the Vero Beach Art Museum and Impact100 Women’s Philanthropic organization. She loves to contribute her analytical skills and financial acumen to make Vero Beach a better place for all.
1701 Highway A1A
Suite 101
Vero Beach, FL 32963
Meredith Carlton

Authorized Officer

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
- 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.
- Rhodes College, bachelor's degree in Business Administration
- Chartered SRI Counselor℠
1801 13th Street
Suite 100
Boulder, CO 80302
Pieter N. Nova, CFP

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- 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

Joyce Muturi

Client Associate
View bio
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Christine McSparren

Senior Client Associate
View bio
Christine has worked for UBS in the Vero Beach office since 1996. Originally from Miami, Florida, she began her career in the brokerage business in 1987 with First Equity Corporation of Florida as the Executive Assistant to the president of the firm. With well over 20 years in the industry, her focus is in client services, including account administrative and operational issues, problem-solving, and expediting the clients day-to-day needs. Chris resides in Sebastian with her husband, John, and three children, Sean, Caitlin and Ashley.
1701 Highway A1A
Suite 101
Vero Beach, FL 32963

Edward Mcdevitt III, CFA

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- 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.
- Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Hamilton College, Bachelors of Arts in Economics
- Chartered Financial Analyst®
- Portfolio Manager
1801 13th Street
Suite 100
Boulder, CO 80302
Tim Huston

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
101 West Elm Street
Suite 200
Conshohocken, PA 19428
Peter B. Ford

Director

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
Peter is one of a small number of UBS Financial Advisors who have earned the Designation of "Wealth Advisor." As a Wealth Advisor, Peter is eminently qualified to provide highly personalized wealth management services to his clients. Peter began his career in financial services in 1987 as a Financial Advisor with the firm in Fairfield, Connecticut. He has served in various capacities including 26 years as Branch Manager and Director of the Vero Beach Florida and the Boulder Colorado offices. A graduate of Boston University's School of Management, Peter earned a B.S. in Business Administration.
1801 13th Street
Suite 100
Boulder, CO 80302
Lori Lazorik

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- MO
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- WY
Lori has over 20 years of experience in financial and client services, including four years at UBS Switzerland. Prior to joining UBS Vero Beach, she worked at Deutsche Bank and UBS Private Banking as the Chief Information Officer. She enjoys applying her executive management skills to address the needs of her clients. A graduate from University of Wisconsin-Stout, Lori earned a Bachelor of Science degree. Her M.B.A. is from the Maastricht School of Management, the Netherlands.

Her love for the community is shown by her active involvement in the Vero Beach Art Museum and Impact100 Women’s Philanthropic organization. She loves to contribute her analytical skills and financial acumen to make Vero Beach a better place for all.
1701 Highway A1A
Suite 101
Vero Beach, FL 32963
Meredith Carlton

Authorized Officer

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WV
- 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.
- Rhodes College, bachelor's degree in Business Administration
- Chartered SRI Counselor℠
1801 13th Street
Suite 100
Boulder, CO 80302
Pieter N. Nova, CFP

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- MA
- MD
- ME
- MI
- MN
- NC
- NJ
- NM
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WI
- WV
- 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
Joyce Muturi

Client Associate
View bio
1735 Market Street
Mellon Bank Center
Philadelphia, PA 19103
Christine McSparren

Senior Client Associate
View bio
Christine has worked for UBS in the Vero Beach office since 1996. Originally from Miami, Florida, she began her career in the brokerage business in 1987 with First Equity Corporation of Florida as the Executive Assistant to the president of the firm. With well over 20 years in the industry, her focus is in client services, including account administrative and operational issues, problem-solving, and expediting the clients day-to-day needs. Chris resides in Sebastian with her husband, John, and three children, Sean, Caitlin and Ashley.
1701 Highway A1A
Suite 101
Vero Beach, FL 32963

Sustainable investing

UBS Wealth Way

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

_{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use 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.}

Multi-generational families

Our team has experience helping families create a plan to pass on both their wealth and their values to their children with the goal of sustaining wealth over generations.

With an understanding of the family dynamics that can accompany multigenerational wealth, we are experienced in working with you and your family to develop a strategic plan to guide your decisions.

Our approach helps foster family communication and provide education across generations to help define and support your long-term vision for your wealth.

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

A global leader in wealth management

^$5+ trillion

In invested assets globally
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Experience. Advice. Collaboration.

Your primary source for financial advice

Edward Mcdevitt III, CFA

Tim Huston

Peter B. Ford

Lori Lazorik

Meredith Carlton

Pieter N. Nova, CFP

Joyce Muturi

Christine McSparren