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

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IN
  • KY
  • LA
  • MA
  • MN
  • MS
  • NC
  • NE
  • NH
  • NM
  • NY
  • OK
  • SC
  • TN
  • TX
  • VA
  • WA

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

Email Me

Three generations in apple orchard

Turn possibilities into a plan

House View Monthly

Mountain climbers on peak at sunrise

A leading global wealth manager

Texas

Texas flood relief

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.

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UBS Group invested assets
As of 12/31/2024

51 countries

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UBS is a leading and truly global wealth manager

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