An experienced and committed team

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.

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.