$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Director
Financial Advisor
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 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 Broussard, LA with my wife Susan.
Education
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Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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