The right path toward retirement

Plan today, for tomorrow

Retired couple sitting on sofa reading

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • David-Cancienne

    David Cancienne, CRPC

    First Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • FL
    • GA
    • IN
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NY
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA

    David joined UBS in 2008 and over the past 30 years he has helped clients manage their wealth through all types of market conditions. He is a wealth manager who works with high net worth individuals and their families offering customized solutions to their investment challenges. David emphasizes financial planning and asset allocation with a focus on capital
    preservation and retirement income planning.

    David's bachelor's degree is in International Trade and Finance from Louisiana State University and he earned his MBA at Tulane University with a concentration in Finance. David holds Series 3, 7, 9, 10, 31, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a Chartered Retirement Planning Counselor.

    David is active with the L.S.U. Alumni Association and is a parishioner at Mater Dolorosa Catholic church. He enjoys traveling, fishing, tennis and skiing. He is fluent in German. He and his wife, Lisa, live with their son, Cameron, in Metairie, LA, a suburb of New Orleans.

      • Louisiana State University, International Trade and Finance
      • Tulane University, MBA
      • Chartered Retirement Planning Counselor℠
      909 Poydras Street
      Suite 2900
      New Orleans, LA 70112
    • William-Tresca

      Travis Tresca, CRPC

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IN
      • LA
      • MA
      • MD
      • MI
      • MO
      • MS
      • NC
      • NY
      • OK
      • OR
      • PA
      • SC
      • TN
      • TX
      • VA

      Prior to joining UBS in 2011, Travis and his family owned and operated one of the largest JCB Construction Equipment dealerships in North America. His experience as a successful business owner and family wealth manager provides accurate insight and credible perspective in understanding and anticipating our clients' wealth management needs. His focus on risk analysis and budgeting; estate and succession planning, help us provide a superior wealth management process tailored to high-net worth individuals and their families.

      Travis received his bachelor's degree in economics from Rollins College. He holds Series 7, 9, 10, 31 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a Chartered Retirement Planning Counselor.

      Travis and his wife, Julie, live in New Orleans. In his spare time, Travis enjoys family, friends, festivals, cooking, LSU, the Saints and all things outdoors. 

        • Rollins College, BS in Economics
        • Chartered Retirement Planning Counselor℠
        909 Poydras Street
        Suite 2900
        New Orleans, LA 70112
      • Marlene-Messa

        Marlene Messa

        Senior Client Associate

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        • AL
        • LA
        • MO
        • MS
        • TN
        • TX

        Marlene joined UBS in 2008 and has over 23 years of experience in the financial services industry. She manages our client service matrix and our credit and lending
        services. Marlene holds Series 7 and 63 securities licenses. She is fluent in Spanish.

        Marlene lives with her husband, Scott, and daughter, Brooke, in Folsom, Louisiana. Their daughter, Brooke, attends Auburn University. In her free time, she enjoys family and
        the outdoors.

              909 Poydras Street
              Suite 2900
              New Orleans, LA 70112
            Retirement planning

            Retirement planning

            Long-term care planning

            Long-term care planning

            UBS Wealth Way

            UBS Wealth Way

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

            Backed by the strength of UBS

            A global leader in wealth management

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            51 countries

            Our global footprint

            Global leader

            UBS is a world-leading wealth manager

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