Your goals. Our comprehensive plan.

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John Gherardi is a Director with UBS Financial Services Inc., he started his career with UBS in Brentwood, TN, as a Financial Advisor in 2003. Since 2011, he has been a Wealth Advisor, as well as, the Branch Manager for the UBS office located in Lafayette, LA.

John understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It's how those services are developed and delivered to help clients pursue their goals. That's why John focuses on a customized approach to wealth management, built on personal relationships and shaped by a thorough understanding of clients' needs and aspirations.

John attended Western New England College in Springfield, MA, and received his B.S. in Business Administration from the University of Phoenix. John is also active in the community, as a member of, The Kiwanis Club of Lafayette, OneAcadiana, and the Lafayette Chapter of Ducks Unlimited. He resides in Lafayette, with his wife Susan. In his free time, he enjoys hunting, fishing, and golf.

• Western New England College
• University of Phoenix, B.S. Business Administration

• CERTIFIED FINANCIAL PLANNER

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Jay Owen is a First Vice President – Wealth Management at UBS Financial Services Inc. with over 20 years' experience, specializing in financial planning, reporting and analysis for both individuals and corporations. He has extensive experience guiding and advising clients on accounts using cash, fixed income, equities, alternative investments, insurance products and lines of credit through challenging environments to achieve realistic goals.

Jay is lifelong resident of Louisiana, he and his wife Tanya along with their two daughters reside in Lafayette, where he attended both Lafayette High and the University of Southwestern Louisiana. A dedicated Wetlands Conservationist and hunter Jay has spent much of free time as a volunteer with the non-profit organization Ducks Unlimited Inc. where he has served as 2015 Louisiana State Chairman and currently sits on the National Development Committee.

• University of Southwestern Louisiana

Brenna Areno is a Client Associate with the Gulf Coast Wealth Management team at UBS. She joined the firm in 2022 and brings experience in client coordination, strategic marketing, and identifying growth opportunities for the team. In addition to assisting with administrative and operational support, she plays an active role in planning and executing client events. Brenna is a registered notary in the state of Louisiana and is currently pursuing her Master of Business Administration with a concentration in Project Management at the University of Louisiana at Lafayette, while also working toward her professional registration.

Outside of her professional responsibilities, Brenna enjoys spending time with her husband and young son.

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Kendra Willis is a licensed Registered Client Service Associate with UBS Financial Services, supporting multiple Financial Advisors since 2022. She holds Series 7 and Series 66 licenses and previously contributed to UBS’s Virtual Partner Box program. With more than 15 years of banking and branch leadership experience from JPMorgan Chase, Kendra excels in client service, operations, and relationship support.