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:
  • CA
  • CO
  • FL
  • IL
  • LA
  • MA
  • MN
  • MS
  • NH
  • SC
  • TX

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

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights