Senior Vice President–Wealth Management
Financial Advisor
Over 35 years of Financial Service Industry experience:
Education and Professional Credentials
Community Leadership
CA license #0D28194
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
Senior Vice President–Wealth Management
Financial Advisor
Over 35 years of Financial Service Industry experience:
Education and Professional Credentials
Community Leadership
CA license #0D28194
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
Senior Wealth Strategy Associate
Andrew Noto was born in Houston, Texas but raised in Luling, Louisiana, Andrew attended Hahnville High School before attending the University of Louisiana at Lafayette. While studying finance, he also lettered on the Ragin’ Cajuns golf team all four years in college.
Upon graduation, Andrew played professional golf across North America before starting his career in the financial services industry in January of 2015. Since entering the financial services industry, he has held several roles at multiple firms including Ameriprise Financial Services, Inc., IBERIA Financial Services, LLC, and Planning Associates Wealth Management, LLC.
Andrew currently lives in Metairie, Louisiana with his wife Meredith and their son Kirby. In his spare time, he enjoys playing golf, fishing, cooking, and spending time on the Mississippi Gulf Coast at his family’s weekend home.
Over 8 Years Experience in the Financial Industry
Education
Qualifications
Senior Wealth Strategy Associate
Andrew Noto was born in Houston, Texas but raised in Luling, Louisiana, Andrew attended Hahnville High School before attending the University of Louisiana at Lafayette. While studying finance, he also lettered on the Ragin’ Cajuns golf team all four years in college.
Upon graduation, Andrew played professional golf across North America before starting his career in the financial services industry in January of 2015. Since entering the financial services industry, he has held several roles at multiple firms including Ameriprise Financial Services, Inc., IBERIA Financial Services, LLC, and Planning Associates Wealth Management, LLC.
Andrew currently lives in Metairie, Louisiana with his wife Meredith and their son Kirby. In his spare time, he enjoys playing golf, fishing, cooking, and spending time on the Mississippi Gulf Coast at his family’s weekend home.
Over 8 Years Experience in the Financial Industry
Education
Qualifications
Wealth Management Associate
Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted other Financial Advisors at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.
Lori currently holds her Series 7 and 66 securities licenses along with accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.
Over 40 Years Experience in the Financial Industry
Qualifications
Education
Wealth Management Associate
Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted other Financial Advisors at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.
Lori currently holds her Series 7 and 66 securities licenses along with accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.
Over 40 Years Experience in the Financial Industry
Qualifications
Education
Senior Client Associate
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services industry in 1993. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing a multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
Senior Client Associate
Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services industry in 1993. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing a multitude of service issues. Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.
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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