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$5.8+ trn
UBS Group invested assets
As of 03/31/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
First Vice President–Wealth Management
Financial Advisor
Linda has been providing financial advice and customized solutions to her clients since 1989. She became a financial advisor as a result of being on her own financially 28 years ago with a desire to provide a secure future for herself and her family. She discovered that wealth transformation comes from a disciplined process of planning, acting, and monitoring. She also learned to appreciate the ups and downs of risk, which is always with us. Linda's passion is to pass along these fundamental keys to success to all her clients. In order to offer her clients the highest level of professionalism and ethics in investments and financial planning, she received the CERTIFIED FINANCIAL PLANNERTM designation in 2008.
On many weekends you'll find Linda in the French Quarter with her husband, Bill Miller. Linda serves as the Chair of the French Quarter Management District (FQMD) Enforcement Committee and also serves on the FQMD Finance Committee. The FQMD is a state entity created by the Louisiana Legislature as a means for the residential and business communities to work together to protect, preserve and maintain the world famous French Quarter as a safe, clean, vibrant and friendly neighborhood for residents, businesses, and visitors. Linda grew up in the Midwest and Northeast and graduated from LSU in 1976. Linda and Bill are avid supporters of the UL Ragin' Cajuns, the LSU Tigers, and the New Orleans Saints and New Orleans Pelicans.
Education
Credentials
First Vice President–Wealth Management
Financial Advisor
Linda has been providing financial advice and customized solutions to her clients since 1989. She became a financial advisor as a result of being on her own financially 28 years ago with a desire to provide a secure future for herself and her family. She discovered that wealth transformation comes from a disciplined process of planning, acting, and monitoring. She also learned to appreciate the ups and downs of risk, which is always with us. Linda's passion is to pass along these fundamental keys to success to all her clients. In order to offer her clients the highest level of professionalism and ethics in investments and financial planning, she received the CERTIFIED FINANCIAL PLANNERTM designation in 2008.
On many weekends you'll find Linda in the French Quarter with her husband, Bill Miller. Linda serves as the Chair of the French Quarter Management District (FQMD) Enforcement Committee and also serves on the FQMD Finance Committee. The FQMD is a state entity created by the Louisiana Legislature as a means for the residential and business communities to work together to protect, preserve and maintain the world famous French Quarter as a safe, clean, vibrant and friendly neighborhood for residents, businesses, and visitors. Linda grew up in the Midwest and Northeast and graduated from LSU in 1976. Linda and Bill are avid supporters of the UL Ragin' Cajuns, the LSU Tigers, and the New Orleans Saints and New Orleans Pelicans.
Education
Credentials
Crafted wealth intelligence
Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.
Gain additional insights into the trends shaping wealth in the US and around the world.
$5.8+ trn
UBS Group invested assets
As of 03/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
