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.

  • image

    Charles "Chuck" Terrebonne, ChSNC

    Senior Vice President–Wealth Management

    Financial Advisor

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

        • Chartered Special Needs Consultant
        7150 Jefferson Highway
        Suite 650
        Baton Rouge, LA 70806
      • image

        Charles Terrebonne

        Account Vice President

        Financial Advisor

        • image
        • image
        • image
        • AL
        • 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
            • image

              Traci Taylor

              Senior Client Associate

              • image
              • image
              • AL
              • AR
              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • HI
              • KY
              • LA
              • MI
              • MS
              • NY
              • OH
              • OR
              • SD
              • TN
              • TX
              • VA
              • VT
              • WA

                    7150 Jefferson Highway
                    Suite 650
                    Baton Rouge, LA 70806

                  The circular economy: What is it?

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  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.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $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

                  Insights