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
    • 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
        • image

          Charles Terrebonne

          Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • image
          • 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
              • image

                Traci Taylor

                Senior Client Associate

                • image
                • image
                • 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
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    White House

                    ElectionWatch 2024

                    24 questions for the '24 US election

                    Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                    The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                    Download the report

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    $5.9+ trn

                    UBS Group invested assets
                    As of 06/30/2024

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Insights