Let's move forward. Together.

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Co-workers

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Charles "Chuck" Terrebonne, ChSNC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MI
    • MS
    • NY
    • OH
    • TN
    • TX
    • VA
    • VT
    • WA

          7150 Jefferson Highway
          Suite 650
          Baton Rouge, LA 70806
          charles.terrebonne@ubs.com
          Charles "Chuck" Terrebonne, ChSNC
          7150 Jefferson Highway,Baton Rouge,LA,70806
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          Charles Terrebonne

          Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • DE
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MI
          • MS
          • NY
          • OH
          • TN
          • TX
          • VA
          • VT
          • WA

                7150 Jefferson Highway
                Suite 650
                Baton Rouge, LA 70806
                chase.terrebonne@ubs.com
                Charles Terrebonne
                7150 Jefferson Highway,Baton Rouge,LA,70806
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                Traci Taylor

                Senior Client Associate

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                • AL
                • AR
                • CA
                • DE
                • FL
                • GA
                • KY
                • LA
                • MI
                • MS
                • NY
                • OH
                • SD
                • TN
                • TX
                • VA
                • VT
                • WA

                      7150 Jefferson Highway
                      Suite 650
                      Baton Rouge, LA 70806
                      ta.taylor@ubs.com
                      Traci Taylor
                      7150 Jefferson Highway,Baton Rouge,LA,70806

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                    UBS and Credit Suisse—stronger than ever

                    Global Wealth Report 2024

                    Crafted wealth intelligence

                    Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                    Gain additional insights into the trends shaping wealth in the US and around the world.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.8+ trn

                    UBS Group invested assets
                    As of 03/31/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

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