A plan for today, tomorrow and generations to come

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.

Mother daughter laptop

Linda Malin, CFP

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.

Registered States:
  • AR
  • CA
  • CO
  • FL
  • IN
  • LA
  • MA
  • MN
  • NH
  • OR
  • TN
  • TX
  • WA
  • WI

Education

  • B.S. Education, Louisiana State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
900 East St. Mary Blvd
1st Floor
Lafayette, LA 70503
  • (337) 266-6053

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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