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 T. Domingue, CEPA

Financial Advisor

Ben has more than 20 years of experience in the financial industry with an extensive background in exit planning strategies. Early in Ben’s career, he met with the owners of private companies in a wide range of industries. Ben was captivated by the backstage tour to how some of the area’s most successful businesses were built. Since then, he has dedicated his career to helping business owners understand the perplexing world of exit planning. Ben's passion stems from his personal experience in working with private companies and recognizing the fragmentation and confusion in the exit planning process across the spectrum. Combining the respect for core values passed through generations of business owners with an eagerness to proactively evolve, Ben works hard to solve real problems and deliver relevant solutions ultimately making a meaningful difference in the lives of the families he serves. 

 

Credentials:

Certified Exit Planning Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

ben.domingue@ubs.com
Benjamin T. Domingue, CEPA
201 Settlers Trace Blvd.,Lafayette,LA,70508

Travis D. Frayard, CFP, CIMA, CEPA, CPM, CRPS

Financial Advisor

For more than 15 years, Travis has been an asset to the financial industry. His passion for guiding individuals to achieving their vision of financial success has made Travis a top performer among his peers. As a Senior Portfolio Manager in the UBS Personal Managed Portfolio (PMP) Program, he manages customized investment strategies, implements proprietary model portfolios, and provides traditional advice and guidance to his clients. Because of Travis’ extensive background in portfolio management, his primary responsibilities are managing portfolio allocations and monitoring performance.

 

Credentials:

Certified Financial Planner
Certified Investment Management Analyst
Certified Exit Planning Advisor
Certified Portfolio Manager
Chartered Retirement Plans Specialist

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KY
  • LA
  • MA
  • ME
  • MI
  • MN
  • MS
  • NC
  • NH
  • NM
  • NV
  • NY
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Recognized as an industry leader:

  • Barron's Top 1,200 Financial Advisors, 2023
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Financial Planning Top 40 Financial Advisors Under 40, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

travis.frayard@ubs.com
Travis D. Frayard, CFP, CIMA, CEPA, CPM, CRPS
201 Settlers Trace Blvd.,Lafayette,LA,70508

Shawna S. Prejean

Financial Advisor

Starting in 2001 and throughout her career in financial services, Shawna has held several roles on the EPG team.  Currently, as a Financial Advisor and Sr. Portfolio Manager, her focus continues to be financial planning and client relationship management. Shawna works diligently to address complex financial issues using wealth management and risk mitigation strategies. Her mission is to simplify clients’ lives by helping them view their entire wealth picture and by providing integrated solutions that solve some of their most difficult financial challenges. She also works with clients’ executive team members (Attorneys, CPAs, Insurance Agents, etc.) to help ensure that their overall financial plan accurately reflects the individual’s and/or family’s philosophy, needs, and objectives.

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

shawna.simon@ubs.com
Shawna S. Prejean
201 Settlers Trace Blvd.,Lafayette,LA,70508

Michael Bohn

Investment Associate

Michael Bohn is a senior member of the Exit Planning and Wealth Consulting Group of UBS. He strives to build lasting client relationships and understands that the best solutions are built around the needs and financial goals of the client. Since 2000, Michael has helped clients achieve their financial goals throughout diverse market conditions. Michael’s responsibilities include the implementation and ongoing review of client financial plans, portfolio analysis, and asset allocation.

Registered States:
  • AL
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NM
  • NY
  • PA
  • TX
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

michael.bohn@ubs.com
Michael Bohn
201 Settlers Trace Blvd.,Lafayette,LA,70508

Tricia Barnett

Wealth Management Associate

Tricia has been a part of the team since 2011 and in the industry since 2007. She is a seasoned financial professional with a great demeanor and exceptional service skills. Because of the enhanced assistance she provides, Tricia is an invaluable member of our team.  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.

Registered States:
  • AL
  • CO
  • LA
  • MI
  • TX
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

tricia.barnett@ubs.com
Tricia Barnett
201 Settlers Trace Blvd.,Lafayette,LA,70508

Ashley Cross Blanc

Wealth Management Associate

Ashley has been in the finance industry since 2000 and a vital member of the UBS team since 2012. Throughout her career, Ashley has worked in various roles including operations, management, and client support. Additionally, she assists with all administrative duties and client service needs. Ashley’s passion for the business and strong interpersonal skills make her an excellent asset to our team.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

ashley.blanc@ubs.com
Ashley Cross Blanc
201 Settlers Trace Blvd.,Lafayette,LA,70508

Hunter Bertrand

Senior Wealth Strategy Associate

Hunter began his career with UBS in 2019 as an intern. Since then, Hunter has become a full-time employee and critical member of the team. Hunter is responsible for assisting with client service needs and financial plans, portfolio analysis, asset allocation, exit planning, and business development. Hunter is actively pursuing the Certified Financial Planner™ certification and will continue to add on to his professional accolades over the next few years.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

hunter.bertrand@ubs.com
Hunter Bertrand
201 Settlers Trace Blvd.,Lafayette,LA,70508

Brenna Peavy

Client Associate

Brenna became a member of the Exit Planning and Wealth Consulting Group in 2022. Her primary focus is on client coordination, strategic marketing, and growth opportunities for the team. Additionally, Brenna assists with administrative and operational support. She is currently attending the University of Louisiana at Lafayette to obtain her Masters in Business Administration.

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

brenna.peavy@ubs.com
Brenna Peavy
201 Settlers Trace Blvd.,Lafayette,LA,70508

Kylie Talley

Client Associate

Kylie joined UBS in January 2023. She has been in the finance industry since 2018.  Kylie will be assisting other team members with client servicing and marketing. She holds her Series 7 and 66 licenses.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • LA
  • ME
  • MI
  • MS
  • NM
  • NV
  • NY
  • TN
  • TX
  • VA
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

kylie.talley@ubs.com
Kylie Talley
201 Settlers Trace Blvd.,Lafayette,LA,70508

Riley Guidry

Client Associate

Riley began his career at UBS in September of 2022. He is currently attending the University of Louisiana at Lafayette to obtain a degree in finance.

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

riley.guidry@ubs.com
Riley Guidry
201 Settlers Trace Blvd.,Lafayette,LA,70508