Managing Director–Wealth Management
Financial Advisor
Jacque has more than 35 years of experience in the financial services industry. He is a graduate of Louisiana State University with a Bachelor of Science degree in Business Administration, concentration in Finance. Jacque holds the Certified Exit Planning Advisor designation, and his primary areas of focus are portfolio construction, security research analysis and selection, estate planning strategies and business succession planning.
Recognized as an industry leader:
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.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Jacque has more than 35 years of experience in the financial services industry. He is a graduate of Louisiana State University with a Bachelor of Science degree in Business Administration, concentration in Finance. Jacque holds the Certified Exit Planning Advisor designation, and his primary areas of focus are portfolio construction, security research analysis and selection, estate planning strategies and business succession planning.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Scott started his career in the financial services industry in 1999 and has more than 24 years of experience. He is a graduate of Louisiana State University with a Bachelor of Science degree in Finance. Scott holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Exit Planning Advisor, Certified Divorce Financial Analyst, as well as the Chartered Retirement Planning Counselor designation. His primary areas of focus are comprehensive wealth management services and retirement income planning.
Recognized as an industry leader:
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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Scott started his career in the financial services industry in 1999 and has more than 24 years of experience. He is a graduate of Louisiana State University with a Bachelor of Science degree in Finance. Scott holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Exit Planning Advisor, Certified Divorce Financial Analyst, as well as the Chartered Retirement Planning Counselor designation. His primary areas of focus are comprehensive wealth management services and retirement income planning.
Recognized as an industry leader:
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.
Education
Credentials
Account Vice President
Financial Advisor
Chris joined the team in 2018 and has more than 5 years of experience in the financial services industry. He is a graduate of College of Charleston with a Bachelors of Arts in Communication. He also holds a Master of Management in Energy from Tulane University’s A.B. Freeman School of Business. Chris holds the Certified Exit Planning Advisor Designation, and his primary areas of focus are research and assisting clients with a comprehensive wealth management plan.
Recognized as an industry leader:
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.
Education
Credentials
Account Vice President
Financial Advisor
Chris joined the team in 2018 and has more than 5 years of experience in the financial services industry. He is a graduate of College of Charleston with a Bachelors of Arts in Communication. He also holds a Master of Management in Energy from Tulane University’s A.B. Freeman School of Business. Chris holds the Certified Exit Planning Advisor Designation, and his primary areas of focus are research and assisting clients with a comprehensive wealth management plan.
Recognized as an industry leader:
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.
Education
Credentials
Senior Client Associate
Belinda is a Senior Registered Client Service Associate with over 41 years of experience in the financial services industry. She holds Series 7 and 66 licenses. A graduate of Southern University, Belinda's primary area of focus is providing excellent client service and satisfaction.
Education
Senior Client Associate
Belinda is a Senior Registered Client Service Associate with over 41 years of experience in the financial services industry. She holds Series 7 and 66 licenses. A graduate of Southern University, Belinda's primary area of focus is providing excellent client service and satisfaction.
Education
Senior Client Associate
Libby is a Senior Registered Client Service Associate with over 39 years of experience in the financial services industry. She holds Series 7, 63 and 65 licenses. A graduate of the University of Texas, Libby's primary focus is client service, account administration and reporting. She also has experience in stock option and equity plan services.
Education
Senior Client Associate
Libby is a Senior Registered Client Service Associate with over 39 years of experience in the financial services industry. She holds Series 7, 63 and 65 licenses. A graduate of the University of Texas, Libby's primary focus is client service, account administration and reporting. She also has experience in stock option and equity plan services.
Education
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.
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