Senior Vice President–Wealth Management
Financial Advisor
As a Registered Financial Advisor with UBS Financial Services, Inc., I specialize in helping individuals and families create personalized financial plans that reflect their goals, responsibilities, and values. With decades of experience, I bring a deep understanding of both investment and estate planning strategies, particularly for families with loved ones who have special needs.
My passion for special needs planning is rooted in personal experience. In 1984, my oldest son was born with life-impacting special needs that require total, long-term care. That life-changing event set me on a path of advocacy and education—working to understand how to protect government benefits, coordinate entitlements, and access vital federal, state, and local resources.
Today, my practice combines this personal perspective with the powerful planning tools and institutional resources available through UBS. I work closely with parents, guardians, trustees, and attorneys to help structure and implement:
My goal is to help families plan with confidence—whether they’re preparing for their own future or ensuring a lifetime of care and support for a loved one. I’m here to serve as both a financial guide and a compassionate partner in navigating the complexities of special needs planning.
If you’re looking for guidance on how to secure your family’s financial future—especially when government benefits, long-term care, or trust planning are involved—I welcome the opportunity to speak with you.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
As a Registered Financial Advisor with UBS Financial Services, Inc., I specialize in helping individuals and families create personalized financial plans that reflect their goals, responsibilities, and values. With decades of experience, I bring a deep understanding of both investment and estate planning strategies, particularly for families with loved ones who have special needs.
My passion for special needs planning is rooted in personal experience. In 1984, my oldest son was born with life-impacting special needs that require total, long-term care. That life-changing event set me on a path of advocacy and education—working to understand how to protect government benefits, coordinate entitlements, and access vital federal, state, and local resources.
Today, my practice combines this personal perspective with the powerful planning tools and institutional resources available through UBS. I work closely with parents, guardians, trustees, and attorneys to help structure and implement:
My goal is to help families plan with confidence—whether they’re preparing for their own future or ensuring a lifetime of care and support for a loved one. I’m here to serve as both a financial guide and a compassionate partner in navigating the complexities of special needs planning.
If you’re looking for guidance on how to secure your family’s financial future—especially when government benefits, long-term care, or trust planning are involved—I welcome the opportunity to speak with you.
Let's connect
Vice President–Wealth Management
Financial Advisor
A Baton Rouge native, Chase serves as a Financial Advisor at UBS Financial Services, where he works alongside his father, Chuck, in the firm’s Baton Rouge, LA office. Before joining UBS, Chase practiced law, founded and operated a real estate brokerage and property management firm, and provided legal consulting services to other law firms.
Chase holds a B.A. in Construction Management with a minor in Business from Louisiana State University and earned his J.D. from Southern University Law Center. He is FINRA-registered and holds both the Series 7 and Series 66 licenses, as well as life, accident, and health insurance certifications.
Drawing on a diverse background in law, real estate, and business, Chase brings a well-rounded and client-focused approach to financial advising. He is committed to delivering personalized advice and exceptional service, helping clients navigate complex financial decisions and build long-term strategies. He also collaborates with a network of trusted professionals—within and outside UBS—who specialize in areas such as retirement planning, insurance, trusts, estate management, and business succession planning.
Chase is deeply rooted in his values of family, community, and meaningful relationships. He and his wife, Megan, are proud parents of their sons, Charlie and Cole. They enjoy spending time outdoors, with their sons and their dog, Ruby. He is also extremely involved in his older brother’s life, who has special needs, and is involved in the lives of many clients who have loved ones with special needs. His hobbies include hunting, fishing, boating, traveling, and building. Chase believes that strong relationships are the foundation for growth and success, both personally and professionally.
Personal & Community
Let's connect
Vice President–Wealth Management
Financial Advisor
A Baton Rouge native, Chase serves as a Financial Advisor at UBS Financial Services, where he works alongside his father, Chuck, in the firm’s Baton Rouge, LA office. Before joining UBS, Chase practiced law, founded and operated a real estate brokerage and property management firm, and provided legal consulting services to other law firms.
Chase holds a B.A. in Construction Management with a minor in Business from Louisiana State University and earned his J.D. from Southern University Law Center. He is FINRA-registered and holds both the Series 7 and Series 66 licenses, as well as life, accident, and health insurance certifications.
Drawing on a diverse background in law, real estate, and business, Chase brings a well-rounded and client-focused approach to financial advising. He is committed to delivering personalized advice and exceptional service, helping clients navigate complex financial decisions and build long-term strategies. He also collaborates with a network of trusted professionals—within and outside UBS—who specialize in areas such as retirement planning, insurance, trusts, estate management, and business succession planning.
Chase is deeply rooted in his values of family, community, and meaningful relationships. He and his wife, Megan, are proud parents of their sons, Charlie and Cole. They enjoy spending time outdoors, with their sons and their dog, Ruby. He is also extremely involved in his older brother’s life, who has special needs, and is involved in the lives of many clients who have loved ones with special needs. His hobbies include hunting, fishing, boating, traveling, and building. Chase believes that strong relationships are the foundation for growth and success, both personally and professionally.
Personal & Community
Let's connect
Senior Registered Client Associate
Traci joined UBS over 30 years ago and her primary focus is in providing excellent customer service to her financial advisors and their clients. With exceptional interpersonal relations, Traci assists with client needs and is able to communicate in a simple way clients can understand.
Her goal is to reduce client's stress by helping them troubleshoot day to day account and operation issues through UBS capabilities.
Traci is Series 7 and 66 registered.
Senior Registered Client Associate
Traci joined UBS over 30 years ago and her primary focus is in providing excellent customer service to her financial advisors and their clients. With exceptional interpersonal relations, Traci assists with client needs and is able to communicate in a simple way clients can understand.
Her goal is to reduce client's stress by helping them troubleshoot day to day account and operation issues through UBS capabilities.
Traci is Series 7 and 66 registered.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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