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.

Benjamin Thomas Domingue, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors , 2020, 2021, 2022
  • Top 35 Under 35

Credentials

  • Certified Exit Planning Advisor
  • Senior Portfolio Manager
  • Private Wealth Advisor
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

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Travis Frayard, CFP, CPM, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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

 

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:

  • 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

Education

  • University of South Carolina, B.A. Finance
  • University of North Carolina – Chapel Hill, M.B.A.

Credentials

  • 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

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Shawna Elaine Prejean

Senior Vice President–Wealth Management

Financial Advisor

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

 

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

Education

  • University of Louisiana Lafayette, B.A. Business Administration

Credentials

  • Portfolio Manager
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

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James "Rick" Frayard, CRPS

Managing Director–Wealth Management

Financial Advisor

 

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

 

Registered States:
  • AL
  • AR
  • 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, 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

Education

  • Louisiana State University, B.S. Business

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

William Capell

Senior Vice President–Wealth Management

Financial Advisor

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

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

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011

Education

  • LSU

Credentials

  • Senior Managed Accounts Consultant
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Michael Bohn

Investment Associate

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

 

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

Education

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

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Nettie Minor

Investment Associate

Nettie has been in the financial services industry for over 30 years, engaging in various levels of operations and client facing roles. She brings a wealth of knowledge and tremendous work ethic; which is crucial to the effectiveness of our team. Skilled in unbiased listening, Nettie genuinely enjoys helping clients identify and solve problems or inefficiencies within their finances, and streamlining their financial lives to reach their personal and financial goals on both sides of the spreadsheet, so they can spend their time and energy on what they truly enjoy.

  • B.S. degree in Secretarial Science from University of Louisiana Lafayette
  • FINRA registered, Series 7 ,63 & 65 Licensed
  • Life, Health and Variable Insurance Licensed

 

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

Education

  • University of Louisiana Lafayette, B.S. Secretarial Science
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Patricia "Tricia" Barnett

Client Associate

Tricia has been a part of the team since 2011 and in the industry since 2007. She is a seasoned financial service professional with a great demeanor and service approach and invaluable member of our team because of the enhanced assistance she provides. Her responsibilities include working with systems, processes and clients to create and maintain a streamlined infrastructure within our branch. Her goal is to exceed client expectations daily with the understanding that attention to detail is critically important.

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

Registered States:
  • AL
  • CO
  • LA
  • MI
  • TX
  • WA

Education

  • University of Louisiana Lafayette, B.A. Business Administration
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Ashley Cross Blanc

Senior Client Associate

Ashley has been in the finance industry since 2000 working in various roles including operations, management, as well as client facing. She assists with all administrative duties and client service needs.

  • B.A. degree in Business Administration from University of Louisiana at Lafayette
  • Masters of Business Administration from University of Louisiana at Lafayette
  • FINRA registered, Series 7, 9, 10 & 66 Licensed
  • Life, Health and Variable Insurance Licensed

Registered States:
  • CO
  • LA
  • TX

Education

  • University of Louisiana at Lafayette, B.A. Business Administration
  • University of Louisiana at Lafayette, M.B.A.
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me