John Fulton, Ned Lubell, and Sara Roth are a team of experienced financial advisors at UBS Financial Services Inc. in West Palm Beach, FL. With their extensive knowledge in private wealth management, they specialize in guiding clients through various life transitions and helping them make confident and purposeful financial decisions. Their holistic approach allows them to provide tailored advice and solutions for clients' wealth, family, and future.
John Fulton, as a Senior Vice President and Certified Investment Management Analyst, leads the team's investment committee and has expertise in managing wealth and life transitions. Ned Lubell, also a Senior Vice President, focuses on advanced planning strategies and complex family business issues. Sara Roth, a Vice President, coordinates service offerings for new clients and assists in designing client wealth plans. Together, they serve as trusted advocates before, during, and after planned or unplanned life transitions, empowering clients to achieve their financial goals.
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