$2.8 trillion
In invested assets globally
As of 06/30/2022
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
Elena Guglielmin, CIO Credit Analyst for European Financials, David Lefkowitz, Head of Equities Americas, Bradley Ball, US Financials Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, sat down to discuss the latest developments in the wake of the collapse of Silicon Valley Bank and Signature Bank, the broader market and economic impact, and investment implications moving forward.
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
Talking about future financial responsibility can be an emotional and challenging topic for both parents and children. Whether you’re discussing an inheritance, insurance, a business transition or wealth transfer, an open, honest discussion among family members makes the process more rewarding for everyone. Let us show you how.
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.
$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
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