Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Charles "Chase" Terrebonne II

Financial Advisor

A Baton Rouge native, Chase partnered with his father, Chuck, at UBS Financial Services in its Baton Rouge, LA office serving the firm as a Financial Advisor. Prior to joining UBS, Chase practiced law, owned a real estate brokerage and property management company, and consulted for other law firms. Chase earned a B.A. in construction management and minored in business from Louisiana State University before earning his J.D. at Southern University Law Center. He is FINRA-registered and holds the Series 7 and Series 66 designations as well as a license for life, accident, and health insurance. With a strong desire to provide his clients with exceptional service, Chase strives to dedicate himself to providing professional advice to his clients and be an integral part of their lives. He has a dedicated team of professional advisors, both in and out of UBS, including finance, retirement, insurance, trust, and estate professionals.

Chase strongly values family and relationships. He and his wife, Megan, are great dog parents who cherish each other greatly. Chase is passionate about helping others and his community. He enjoys hunting, fishing, building, traveling, and boating. He believes with integration of great relationships, there are unlimited opportunities to flourish.

Personal & Community

  • Member of American Bar Association
  • Member of Friends Helping Kids, Inc.
  • Member of Baton Rouge Bar Association
  • Member of Greater Baton Rouge Association of Realtors
  • Member of Ducks Unlimited
Registered States:
  • AL
  • AR
  • CA
  • DE
  • FL
  • GA
  • HI
  • KY
  • LA
  • MI
  • MS
  • NY
  • OH
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • B.S., Louisiana State University
  • J.D., Southern University Law Center
7150 Jefferson Highway
Suite 650
Baton Rouge, LA 70806
  • (225) 922-6916

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

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