Global access. Strategic solutions.

Private Wealth Management

Are you a company founder selling your business, an entrepreneur looking at a life-changing liquidity event or a corporate executive planning retirement? Do you have the professional guidance you need to help address the complexities of your busy world?

Here is how our experience can benefit you:

  • We focus on helping affluent families navigate life events, drawing on the extensive resources of our team and those of UBS, one of the largest wealth managers in the world.
  • We help prepare private business owners and entrepreneurs for transition events—utilizing internal and external resources to develop a comprehensive pre-exit and post-exit plan designed to maximize the value of your business while pursuing your goals.
  • We work to construct an investment strategy and a tailored financial plan to meet the unique needs of families navigating transitions.

Working on your behalf as a committed team, our goal is to assist you in simplifying the complexities surrounding your wealth so you can enjoy life to its fullest.

Our entire team believes passionately in helping people address unexpected challenges and find their way through life transitions.

- Rick Frayard
  • Benjamin Domingue Profile Photo

    Benjamin Thomas Domingue, CEPA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
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    • AZ
    • CA
    • CO
    • FL
    • GA
    • HI
    • IL
    • KY
    • LA
    • MA
    • MI
    • MS
    • NC
    • NM
    • NV
    • NY
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
    • Top 35 Under 35
      • Certified Exit Planning Advisor
      • Senior Portfolio Manager
      • Private Wealth Advisor
      201 Settlers Trace Blvd.
      Suite 3004
      Lafayette, LA 70508
    • Travis Frayard Profile Photo

      Travis Frayard, CFP, CPM, CEPA

      Senior Vice President–Wealth Management

      Financial Advisor

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      • 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

      Travis Frayard joined the firm in 2008 and has been an asset to our team since then. He is passionate about guiding individuals to achieving their vision of financial success.  As a Portfolio Manager in the UBS Portfolio Management Program, he can manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance to his clients. His primary responsibilities are managing portfolio allocations and monitoring performance.

      • CERTIFIED FINANCIAL PLANNER™
      • CERTIFIED PORTFOLIO MANAGER®
      • CHARTERED RETIREMENT PLANS SPECIALISTSM
      • CERTIFIED EXIT PLANNING ADVISOR®
      • CERTIFIED INVESTMENT MANAGEMENT ANALYST®
      • B.A. degree in Finance from University of South Carolina
      • Masters of Business Administration from University of North Carolina – Chapel Hill
      • FINRA registered, Series 3,7 & 66 Licensed
      • Life, Health and Variable Insurance Licensed

       

      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022
      • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022
      • Forbes Best-in-State Wealth Advisors , 2022
      • University of South Carolina, B.A. Finance
      • University of North Carolina – Chapel Hill, M.B.A.
      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      • Certified Portfolio Manager®
      • Portfolio Manager
      201 Settlers Trace Blvd.
      Suite 3004
      Lafayette, LA 70508
    • Shawna Prejean Profile Photo

      Shawna Elaine Prejean

      Senior Vice President–Wealth Management

      Financial Advisor

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

      Shawna Prejean has been an essential part of our team, since she began working with UBS in 2000. She is a financial advisor with an integrated, holistic approach priding herself on understanding her clients and relating to them on more levels than just their financial affairs. Shawna believes that great things are accomplished through sound partnerships built on trust and integrity and she works hard to exemplify these values in everything she does. She is responsible for developing in depth financial plans and wealth management strategies for clients.

      • B.A. degree in Business Administration from University of Louisiana Lafayette
      • FINRA registered, Series 7 & 66 Licensed
      • Life, Health and Variable Insurance Licensed

       

        • University of Louisiana Lafayette, B.A. Business Administration
        • Portfolio Manager
        201 Settlers Trace Blvd.
        Suite 3004
        Lafayette, LA 70508
      • Rick Frayard Profile Photo

        James "Rick" Frayard, CRPS

        Managing Director–Wealth Management

        Financial Advisor

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

         

        For more than 30 years, Rick has been earning the trust of his clients with a unified approach to wealth management. As the senior member of the William James Investment Group, he serves primarily high net worth individuals and families through comprehensive wealth planning and asset allocation strategies.

        • CHARTERED RETIREMENT PLANS SPECIALIST®
        • B.S. degree in Business from Louisiana State University
        • FINRA registered, Series 3,7,9,10 ,63 & 65 Licensed
        • Life, Health and Variable Insurance Licensed

        Professional Experience

        • UBS Financial Services Inc. - Senior Vice President - Investments Lafayette, LA - October 1985 - Present
        • Shearson Lehman Brothers - Financial Consultant Lafayette, LA - May 1982 - October 1985

        Accolades

        1. Top 1000 investment advisors in USA by Barron's Magazine - 2009, 2010, 2011, 2012
        2. Top 100 investment advisors by Registered Representative Magazine - 2007
        3. Outstanding Broker Award Registered Representative Magazine - 2006
        4. Top 100 Wirehouse advisors in America Registered Rep Magazine Nominated by UBS to Barron's Magazine - 2007
        5. Financial Times ranked Rick in the top 400 Financial Advisors in the USA - 2013, 2014, 2016, 2017 & 2018   
        6. Barron's top 1200 - 2016, 2017 & 2018.
        7. Forbes Best in State - 2018

         

        • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
        • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021
        • Financial Times Top 400 Financial Advisers, 2013, 2014, 2017, 2018, 2019
        • Forbes Best-in-State Wealth Advisors , 2018, 2019, 2020, 2021
        • Louisiana State University, B.S. Business
        • Chartered Retirement Plans Specialist℠
        • Senior Managed Accounts Consultant
        • Senior Portfolio Manager
        • Private Wealth Advisor
        201 Settlers Trace Blvd.
        Suite 3004
        Lafayette, LA 70508
      • William Capell Profile Photo

        William Capell

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • FL
        • GA
        • HI
        • LA
        • MI
        • MS
        • NC
        • NM
        • NV
        • NY
        • PA
        • TN
        • TX
        • VA

        Listed as a member of the top 1000 brokers by Barron's in 2009, 2010 and 2011. UBS Financial Services Inc. - Senior Vice President - Investments Lafayette, LA - August 1986 - Present Various Firms - Investment Consultant Lafayette, LA and New Orleans, LA - April 1976 - July 1986 LSU Graduate of 1974 Licenses: Series 7, General Securities Representative Series 63, Uniform Securities State Agent State of Louisiana, Life, Health, and Variable Insurance

        • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011
        • LSU
        • Senior Managed Accounts Consultant
        201 Settlers Trace Blvd.
        Suite 3004
        Lafayette, LA 70508
      • Michael Bohn Profile Photo

        Michael Bohn

        Investment Associate

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        • AL
        • CA
        • FL
        • GA
        • LA
        • MS
        • NC
        • NM
        • NY
        • PA
        • TX

        Michael Bohn is a highly experienced member of the Exit Planning and Wealth Consulting group and has been with UBS since 2000. He believes in the importance of building lasting relationships and understands that solutions are built around the needs and financial goals of the client. Over the past 17 years, he has helped clients attain their financial goals through all market conditions. Michael's responsibilities include the design, implementation and review of client financial plans, portfolio analysis and asset allocation.

        • B.A. degree in Economics from University of Notre Dame
        • Masters of Business Administration from Loyola University - New Orleans
        • FINRA registered, Series 7 & 66 Licensed
        • Life, Health and Variable Insurance Licensed

         

          • University of Notre Dame, B.A. Economics
          • Loyola University - New Orleans, M.B.A.
            201 Settlers Trace Blvd.
            Suite 3004
            Lafayette, LA 70508
          Helping families navigate transitions and challenges

          Helping families navigate transitions and challenges

          Service that helps simplify your financial life

          Service that helps simplify your financial life

          The strengths of UBS

          The strengths of UBS

          Wealth management tailored to you

          Our insightful wealth planning approach goes well beyond investing to create a dynamic strategy that fits the arc of your life. The services we offer include:

          Comprehensive wealth management

          Understanding the personal purpose of your wealth

          Our integrated wealth management approach seeks to understand your specific needs and make sure that your financial decisions reflect both your short-term desires and long-term goals. Through UBS, we have the resources to help you and your family address the specific and uncommon opportunities that come with personal and business success.

          Credit and lending services are provided by banking affiliates of UBS Financial Services Inc. and are subject to credit approval.

          Backed by the strength of UBS

          A global leader in wealth management

          #1

          For Ultra-High Net Worth clients

          Euromoney Private Banking and Wealth Management Survey, 2016-2022

          World's best bank

          for wealth management

          Euromoney Award for Excellence, 2020-2022

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022