Email Me
$2.8 trillion
In invested assets globally
As of 06/30/2022
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Account Vice President
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, Michael works with clients of many different backgrounds to help them obtain their unique financial goals in life. He does this through a process of creating and maintaining a financial plan for each client that helps build a path towards specific and obtainable goals that each family has stated to be important to them. Each plan includes tailored and customized strategies that are then implemented to put his clients in a position for long term success.
Prior to being a Financial Advisor, Michael was the Wealth Planning Analyst for the Tennessee Complex at UBS. In that role, he partnered with other Advisors and their clients on Wealth Management with a specific emphasis on financial planning. Prior to that role as an analyst, Michael also worked for UBS' back office as a managed account and mutual fund specialist for the entire country.
Michael is originally from Louisiana and received his degree from Louisiana State University's E.J. Ourso College of Business Administration with a specific concentration in Management. Now living in Nashville, he continues his connection with LSU as the Treasurer of the LSU Alumni Music City Chapter. Michael also enjoys spending his time coaching a boys soccer team.
Education
Credentials
Account Vice President
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, Michael works with clients of many different backgrounds to help them obtain their unique financial goals in life. He does this through a process of creating and maintaining a financial plan for each client that helps build a path towards specific and obtainable goals that each family has stated to be important to them. Each plan includes tailored and customized strategies that are then implemented to put his clients in a position for long term success.
Prior to being a Financial Advisor, Michael was the Wealth Planning Analyst for the Tennessee Complex at UBS. In that role, he partnered with other Advisors and their clients on Wealth Management with a specific emphasis on financial planning. Prior to that role as an analyst, Michael also worked for UBS' back office as a managed account and mutual fund specialist for the entire country.
Michael is originally from Louisiana and received his degree from Louisiana State University's E.J. Ourso College of Business Administration with a specific concentration in Management. Now living in Nashville, he continues his connection with LSU as the Treasurer of the LSU Alumni Music City Chapter. Michael also enjoys spending his time coaching a boys soccer team.
Education
Credentials
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.
$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
