Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

James "Rick" Frayard, CRPS

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • ME
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Credentials

  • Chartered Retirement Plans Specialist℠
  • Senior Managed Accounts Consultant
  • Senior Portfolio Manager
  • Private Wealth Advisor
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

rick.frayard@ubs.com
James "Rick" Frayard, CRPS
201 Settlers Trace Blvd.,Lafayette,LA,70508

Credentials

  • Senior Managed Accounts Consultant

Nettie Minor

Investment Associate

Registered States:
  • AL
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NM
  • NY
  • PA
  • TX
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

nettie.minor@ubs.com
Nettie Minor
201 Settlers Trace Blvd.,Lafayette,LA,70508

Ashley Cross Blanc

Wealth Management Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

ashley.blanc@ubs.com
Ashley Cross Blanc
201 Settlers Trace Blvd.,Lafayette,LA,70508

Kyli Blanchard Vaughn

Client Associate

Registered States:
  • AL
  • CO
  • LA
  • MI
  • TX
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

kyli.vaughn@ubs.com
Kyli Blanchard Vaughn
201 Settlers Trace Blvd.,Lafayette,LA,70508