The right path toward retirement

Plan today, for tomorrow

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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
    • AR
    • AZ
    • CA
    • CO
    • FL
    • ID
    • IN
    • KY
    • LA
    • MD
    • MO
    • MS
    • NC
    • OK
    • OR
    • 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
      david.cancienne@ubs.com
      David Cancienne, CRPC
      909 Poydras Street,New Orleans,LA,70112
    • William-Tresca

      Travis Tresca, CRPC

      Financial Advisor

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      • AL
      • AR
      • AZ
      • CA
      • CO
      • FL
      • ID
      • IN
      • LA
      • MD
      • MO
      • MS
      • NC
      • OK
      • OR
      • 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
        Suite 2900
        New Orleans, LA 70112
        travis.tresca@ubs.com
        Travis Tresca, CRPC
        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
              marlene.messa@ubs.com
              Marlene Messa
              909 Poydras Street,New Orleans,LA,70112

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            ElectionWatch 2024

            24 questions for the '24 US election

            Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

            The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

            Download the report

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $5.9+ trn

            UBS Group invested assets
            As of 06/30/2024

            51 countries

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            UBS is a leading and truly global wealth manager

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