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Edward Lord
UBS Global Wealth Management
Edward Lord is a financial professional working in Wealth Management at UBS, a global financial services firm.4 He currently holds the position of Senior Vice President–Wealth Management and Financial Advisor.13
Professional Experience
Edward Lord, also known as "Ned," has been with UBS since August 2017, accumulating over 7 years of experience in his current role.4 He is based in New York City, specifically at 299 Park Avenue.15
Expertise and Services
As a wealth management professional, Edward Lord provides personalized financial solutions to high net worth clients.5 His role involves:
- Asking critical questions to understand clients' families, priorities, and concerns2
- Offering financial advocacy for his clients
- Providing wealth management strategies and advice
Qualifications
Edward Lord's professional background includes:
- 6 years of experience in the financial industry6
- Passing 3 professional examinations
- Holding 13 professional licenses6
It's worth noting that there are multiple Edward Lords in the UBS system, including Edward "Ned" Lord III and Edward Lord IV, both working in similar capacities at the same New York office.123
