Senior Vice President–Wealth Management
Market Director
Nick is the Market Director for Louisiana. His offices include New Orleans, Baton Rouge and Lafayette.
Professional History:
Nick has over 30 years of experience in the financial services industry. He began his career as a Financial Advisor in 1993 and moved to a management role in 2000.
Nick joined UBS in 2014 and prior to becoming the Market Director for Louisiana, Nick held various positions at UBS including Branch Manager, Assistant Market Head and Sales Manager.
Nick’s experience as a top producing Financial Advisor and Manager have provided him with the skillset to assist Financial Advisors in delivering the highest level of service and solutions to clients.
Family and Personal Interests:
Nick graduated with a B.S. in Finance from the University of New Orleans in 1992 and lives in Mandeville, LA. He likes to spend his time relaxing on the beach in Miramar Beach, FL with his daughter Hannah and companion Heidi.
Senior Vice President–Wealth Management
Market Director
Nick is the Market Director for Louisiana. His offices include New Orleans, Baton Rouge and Lafayette.
Professional History:
Nick has over 30 years of experience in the financial services industry. He began his career as a Financial Advisor in 1993 and moved to a management role in 2000.
Nick joined UBS in 2014 and prior to becoming the Market Director for Louisiana, Nick held various positions at UBS including Branch Manager, Assistant Market Head and Sales Manager.
Nick’s experience as a top producing Financial Advisor and Manager have provided him with the skillset to assist Financial Advisors in delivering the highest level of service and solutions to clients.
Family and Personal Interests:
Nick graduated with a B.S. in Finance from the University of New Orleans in 1992 and lives in Mandeville, LA. He likes to spend his time relaxing on the beach in Miramar Beach, FL with his daughter Hannah and companion Heidi.
Senior Vice President–Wealth Management
Financial Advisor
Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.
Senior Vice President–Wealth Management
Financial Advisor
Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.
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 as a Sales Assistant. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while juggling any multitude of service issues. As our team's office manager, 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 as a Sales Assistant. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while juggling any multitude of service issues. As our team's office manager, 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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