Experience

I joined UBS in 2013 with over 30 years in the financial services industry starting at A.G. Edwards. I leverage my extensive experience in the credit markets to create tax efficient portfolios for high net worth clients which includes a buy and sell discipline. My investment strategy includes a comprehensive focus on fundamental and technical analysis to suit my client's personal needs and risk tolerance.

David joined UBS in 2008 and over the past 30 years he has helped clients manage their wealth through all types of market conditions. He is a wealth manager who works with high net worth individuals and their families offering customized solutions to their investment challenges. David emphasizes financial planning and asset allocation with a focus on capital
preservation and retirement income planning.

David's bachelor's degree is in International Trade and Finance from Louisiana State University and he earned his MBA at Tulane University with a concentration in Finance. David holds Series 3, 7, 9, 10, 31, 63 and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a Chartered Retirement Planning Counselor.

David is active with the L.S.U. Alumni Association and is a parishioner at Mater Dolorosa Catholic church. He enjoys traveling, fishing, tennis and skiing. He is fluent in German. He and his wife, Lisa, live with their son, Cameron, in Metairie, LA, a suburb of New Orleans.

Prior to joining UBS in 2011, Travis and his family owned and operated one of the largest JCB Construction Equipment dealerships in North America. His experience as a successful business owner and family wealth manager provides accurate insight and credible perspective in understanding and anticipating our clients' wealth management needs. His focus on risk analysis and budgeting; estate and succession planning, help us provide a superior wealth management process tailored to high-net worth individuals and their families.

Travis received his bachelor's degree in economics from Rollins College. He holds Series 7, 9, 10, 31 and 66 securities licenses as well as licenses for life, accident and health insurance and variable annuities. He is a Chartered Retirement Planning Counselor.

Travis and his wife, Julie, live in New Orleans. In his spare time, Travis enjoys family, friends, festivals, cooking, LSU, the Saints and all things outdoors. 

Marlene joined UBS in 2008 and has over 23 years of experience in the financial services industry. She manages our client service matrix and our credit and lending
services. Marlene holds Series 7 and 63 securities licenses. She is fluent in Spanish.

Marlene lives with her husband, Scott, and daughter, Brooke, in Folsom, Louisiana. Their daughter, Brooke, attends Auburn University. In her free time, she enjoys family and
the outdoors.