The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Lift mountains

John Gherardi, CFP, CPWA

Director

I began my career in financial services with UBS as a Financial Advisor in 2003 in the Brentwood, TN branch. Currently, I am a Wealth Advisor, as well as, the Branch Manager for the UBS office located in Lafayette, LA. I attribute much of my success to the fact that, I genuinely enjoy helping my clients succeed in reaching their financial goals. In addition to my career, my hobbies include golf, hunting, and fishing. I currently reside in Lafayette, LA with my wife Susan.

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

Education

  • Western New England College
  • B.S. Business Administration, University of Phoenix
  • Financial Planning Certificate, Kaplan University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
900 East St. Mary Blvd
1st Floor
Lafayette, LA 70503
  • (337) 266-6015

Email Me

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.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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