Your life. Your wealth. Your future.

Pursue what matters most

Sailboat splashing in water

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Retired couple

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

    Branch Manager

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • LA
    • MA
    • MS
    • NC
    • NE
    • NH
    • OK
    • TN
    • TX
    • VA
    • WA
    • WI

    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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      • AL
      • CA
      • CO
      • FL
      • GA
      • IN
      • LA
      • MA
      • MN
      • NH
      • OK
      • TN
      • TX
      • VA
      • WA
      • WI

      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
        • Kenneth-Rabalais

          Kenneth Rabalais, AAMS

          Vice President–Wealth Management

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          • AL
          • CA
          • CO
          • FL
          • LA
          • MA
          • NC
          • NH
          • OK
          • TN
          • TX
          • VA

          Ken is a graduate of USL and has been providing financial advice and customized financial solutions for clients since 2004. A native of Louisiana, Ken enjoys speaking French to all who will listen. Ken's wife Julie, has been owner operator of a small business in Lafayette for over 10 years, so he knows firsthand, the ups and downs, of running a small business.

          With his clients, Ken emphasizes asset allocation and total portfolio management with a focus on retirement income planning; He will also help clients' with education funding, structures for charitable giving and estate planning. Ken is FINRA registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance, variable annuities and Long Term insurance.

          At UBS, clients have access to some of the World's most powerful financial resources. What Ken brings to the table are listening and understanding and a team of professional experts to help develop strategies to help his clients' to achieve their financial goals.

            • USL
            • Accredited Asset Management Specialist℠
            900 East St. Mary Blvd
            1st Floor
            Lafayette, LA 70503
          • Robin-Comeaux

            Robin Reid Comeaux

            Client Associate

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            • AL
            • AR
            • CA
            • CO
            • FL
            • HI
            • LA
            • MA
            • MN
            • NE
            • NH
            • OK
            • OR
            • TN
            • TX

            Robin has been in the financial services industry since 1979, including 30 years in the banking industry within the Trust and Wealth Management Division.  She has received her Series 7 license and is a notary public.  Robin is committed to providing the best in client service to help you meet your current needs as well as to fulfill your financial goals.

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

                The circular economy: What is it?

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager