Vero Beach, FL Office

Lorene Roccon is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63, 65, and 66 credentials and accumulating 35 years of industry experience. She has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Glen Darby is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client plans.

Mark H. Bradley is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 registrations and bringing 52 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is the sole proprietor of B S Aircraft Partners, a business involved in aircraft ownership and transportation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services through its platform.

Peter Ford is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services to support client goals.

Douglas Prezzano is a financial advisor with UBS Financial Services in Vero Beach, FL, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with UBS Financial Services Inc. since 2015. Outside of his advisory role, he is the proprietor and owner of CGP Sandy Lane LLC, a real estate business. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions for clients.