Diane Nelson - UBS Financial Services, 1701 Highway A1A, Ste 101, Vero Beach, FL 32963, US

Lori Wolfe-Lazorik - UBS Financial Services Inc. is a reputable wealth management firm located in Vero Beach, FL. With over twenty years of experience in financial and client services, including four years at UBS in Switzerland, Lori Wolfe-Lazorik brings a wealth of knowledge and expertise to her role as Vice President of Wealth Management. She is dedicated to helping clients pursue their financial goals by providing personalized strategies and a clear understanding of their financial situation. With a focus on liquidity management and a commitment to staying disciplined yet agile, Lori Wolfe-Lazorik aims to help clients navigate the complexities of the financial world and make informed decisions for their future. As a Certified Divorce Financial Analyst, Lori Wolfe-Lazorik also specializes in assisting clients in understanding the financial implications of divorce and making decisions that will have a lasting impact on their financial well-being. With a strong educational background, including a Bachelor of Science degree from the University of Wisconsin-Stout and an M.B.A. from Maastricht School of Management, the Netherlands, Lori Wolfe-Lazorik is well-equipped to provide comprehensive financial guidance to clients in Vero Beach and beyond.Generated from the website

Neff & Associates

McGee, James

Ford, Peter

UBS Financial Service