$5.8+ trn
UBS Group invested assets
As of 03/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Over 30 years of Service in the Financial Services Industry
Education and Professional Credentials
Community Leadership – (Current and Past Positions Held):
CA license #0A91582
Over 35 years of Financial Service Industry experience:
Education and Professional Credentials
Community Leadership
CA license #0D28194
Andrew Noto was born in Houston, Texas but raised in Luling, Louisiana, Andrew attended Hahnville High School before attending the University of Louisiana at Lafayette. While studying finance, he also lettered on the Ragin’ Cajuns golf team all four years in college.
Upon graduation, Andrew played professional golf across North America before starting his career in the financial services industry in January of 2015. Since entering the financial services industry, he has held several roles at multiple firms including Ameriprise Financial Services, Inc., IBERIA Financial Services, LLC, and Planning Associates Wealth Management, LLC.
Andrew currently lives in Metairie, Louisiana with his wife Meredith and their son Kirby. In his spare time, he enjoys playing golf, fishing, cooking, and spending time on the Mississippi Gulf Coast at his family’s weekend home.
Over 8 Years Experience in the Financial Industry
Education
Qualifications
Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted other Financial Advisors at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.
Lori currently holds her Series 7 and 66 securities licenses along with accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.
Over 40 Years Experience in the Financial Industry
Qualifications
Education
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services industry in 1993. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing a multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
Over 30 years of Service in the Financial Services Industry
Education and Professional Credentials
Community Leadership – (Current and Past Positions Held):
CA license #0A91582
Over 35 years of Financial Service Industry experience:
Education and Professional Credentials
Community Leadership
CA license #0D28194
Andrew Noto was born in Houston, Texas but raised in Luling, Louisiana, Andrew attended Hahnville High School before attending the University of Louisiana at Lafayette. While studying finance, he also lettered on the Ragin’ Cajuns golf team all four years in college.
Upon graduation, Andrew played professional golf across North America before starting his career in the financial services industry in January of 2015. Since entering the financial services industry, he has held several roles at multiple firms including Ameriprise Financial Services, Inc., IBERIA Financial Services, LLC, and Planning Associates Wealth Management, LLC.
Andrew currently lives in Metairie, Louisiana with his wife Meredith and their son Kirby. In his spare time, he enjoys playing golf, fishing, cooking, and spending time on the Mississippi Gulf Coast at his family’s weekend home.
Over 8 Years Experience in the Financial Industry
Education
Qualifications
Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted other Financial Advisors at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.
Lori currently holds her Series 7 and 66 securities licenses along with accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.
Over 40 Years Experience in the Financial Industry
Qualifications
Education
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services industry in 1993. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing a multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
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.
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.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: 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. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
Watch the replay of our latest House View live conversation which featured insights from Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities CIO Americas, and Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas.
06 August 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager