Your goals. Our comprehensive plan.

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By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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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.

  • John-Gherardi

    John Gherardi

    Director

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • LA
    • MA
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    • NC
    • NE
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    • TN
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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™
      900 East St. Mary Blvd
      1st Floor
      Lafayette, LA 70503
    • Jay-Owen

      Jay Owen

      First Vice President–Wealth Management

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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
          900 East St. Mary Blvd
          1st Floor
          Lafayette, LA 70503
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          Kendra Willis

          Client Associate

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          • AK
          • AL
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          • CA
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          • FL
          • GA
          • IN
          • KS
          • KY
          • LA
          • MA
          • MN
          • MO
          • MS
          • NE
          • NH
          • NM
          • NY
          • OK
          • SC
          • TN
          • TX
          • VA
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                900 East St. Mary Blvd
                1st Floor
                Lafayette, LA 70503
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                Rachelle Picard

                Client Associate

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                • AK
                • AL
                • AR
                • CA
                • CO
                • CT
                • FL
                • GA
                • IL
                • IN
                • KS
                • KY
                • LA
                • MA
                • MN
                • MO
                • MS
                • NE
                • NH
                • NM
                • NY
                • OK
                • SC
                • TN
                • TX
                • VA
                • WA

                      900 East St. Mary Blvd
                      1st Floor
                      Lafayette, LA 70503

                    Defining your priorities. Pursuing what matters.

                    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                    Focus on liquidity management

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                    Preparing your business

                    Advice for business owners

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                    Ready to sell your business?

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                    Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    Global leader

                    UBS is a world-leading wealth manager

                    #1

                    Serving Business Owners

                    Euromoney Private Banking and Wealth Management Survey, 2020

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