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
    • 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
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          Charles Terrebonne

          Vice President–Wealth Management

          Financial Advisor

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          • AR
          • 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
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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

                    Focus on liquidity management

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                    UBS and Credit Suisse—stronger than ever

                    Managing wealth is our craft

                    We’re committed to understanding what wealth means for you.

                    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $5+ trillion

                    In invested assets globally 
                    As of 11/07/2023

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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