Experience Makes all the difference

 

Our mission is to help our clients create the future they want and partner with them to make it a reality. We help our clients identify and prioritize their financial goals so we can provide disciplined strategies for clients to accumulate, grow, protect and ultimately distribute their wealth. We view ourselves as a boutique firm on behalf of individuals, families and institutions we serve, The Hanvey Conner Group combines the vast investment and research resources of UBS Financial Services. Our value to clients stretches well beyond wealth management, extending to guidance and solutions for every aspect of your financial life.

The Hanvey Conner Group works with High-Net-Worth individuals, families, and institutions. We take an individualized approach to help clients address their financial needs. We truly enjoy understanding not just of our clients’ goals, risk tolerance, liquidity needs, and objectives, but of their lives, family, interests and passions. Our approach is to "know you" and truly reflects in our philosophy of working closely with clients to help them live the lives they want and plan for the future. We work and coordinate with our client's professional partners, such as attorneys and accountants, to bring solutions to complex issues. We take pride in helping our clients with daily life events like buying a car, a home, or helping client understand social security benefits.

 

David Gerard Hanvey

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
904-280-6057
david.hanvey@ubs.com

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David G. Hanvey, CFP®, First Vice President - Wealth Management

 

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.

 


Registered States:
AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MD, NC, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WV


Lacey June Conner

Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
904-280-6058
lacey.conner@ubs.com

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Lacey J. Conner, CRPC®, Vice President - Wealth Management

 

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.


Registered States:
AZ, CA, CO, CT, FL, GA, ID, KS, MA, MD, NC, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WV