Financial planning and beyond

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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.

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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.

  • david hanvey

    David Hanvey

    First Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • SC
    • TN
    • TX
    • VA
    • VT
    • WA
    • WV
    • WY

    David’s passion is gaining a deep understanding of our clients’ concerns and priorities so he can develop portfolios and align resources to best achieve our clients’ goals. He is dedicated to making his clients' life easier and being there for them along all complex situations. He holds his CFP®, CERTIFIED FINANCIAL PLANNER™ certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and has earned his MBA, with a concentration in Accounting. Dave was born and raised in New York and moved to Florida when he attended college. He is a Flagler College alumni and very passionate about giving back to his alma mater. David has been in the financial services industry since 1993. He lives in St. Augustine with his wife Nicole, son Matthew, and their dog Bella. Dave is the president of the Habitat for Humanity in Flagler County. He achieved his black belt in Tae Kwon Do and enjoys boating and being active.

      • Flagler College
      • CERTIFIED FINANCIAL PLANNER™
      816 Highway A1A North
      Ponte Vedra, FL 32082
    • lacey conner

      Lacey Conner

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • ID
      • IL
      • IN
      • KS
      • LA
      • MA
      • MD
      • ME
      • MO
      • MS
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OK
      • PA
      • SC
      • TN
      • TX
      • VA
      • VT
      • WA
      • WV
      • WY

      Lacey strives to build enduring relationships with individuals, families and institutions through her commitment to providing outstanding service and guidance. She holds the CRPC® certification awarded by the Certified Retirement Planning Counselor and she has been in the financial services industry since 2005. Lacey is a proud graduate of The University of Florida, go Gators! Lacey is also actively involved in the community; she serves as a board member of St. Johns Coastal Rotary Club. She enjoys spending time with her husband Matt and three children Corbin, Elora & Lila. They are St. Augustine natives that love to spend time on their boat and the beautiful waterways of St. Augustine.

        • University of Florida
        • Chartered Retirement Planning Counselor℠
        816 Highway A1A North
        Ponte Vedra, FL 32082

      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