It is Your Wealth... You Deserve Thought Provoking Advice.

Financial planning requires commitment and resources to help meet the sophisticated needs of wealthy individuals and families. Building on its history of over 150 years, UBS is committed to bringing its global resources to bear on the portfolios of high net worth individuals and families to help them pursue their wealth management goals.

You have wealth, our goal is to help you maintain it.

As an experienced wealth management team within UBS Financial Services Inc., we begin every conversation with a discussion of your risk tolerance, always moving towards your goals, always focused on you.

We believe our global capabilities and experience offer our client's the opportunity to build comprehensive strategic financial plans.

For us "Advice Beyond Investing" is not a slogan, it is our purpose.

Since 1989, we have been offering thought provoking advice.

We're ready to listen.

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.

Johnny Mann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CT
- FL
- LA
- MS
- OH
- PA
- SC
- TN
- TX
- UT
- VA
I have been fortunate to work for some of the World's Premiere Investment Banks – All the while, I was able to learn from the different opinions, concepts, and cultures. All of which, ultimately, put me in a position to be able to work for the prestigious firm of UBS.

Professional Experience
- Merrill Lynch from 1989 - 2004
- Citi Group from 2004 - 2008
- Morgan Keegan 2008 - 2015 (Morgan Keegan acquired by Raymond James)
- Raymond James from 2013 - 2015
- UBS from 2015 - Present
Leadership & Previous Board Positions:
- Board of St. James Episcopal Day School (two terms)
- Chairman of the Annual Fund at St. James Episcopal Day School (two terms)
- Founder of the E-100 Fund for Athletics at The Episcopal School of Baton Rouge
- Chairman of the Annual Fund at The Dunham School of Baton Rouge (two terms)
- President of the Gridiron Club at The Dunham School of Baton Rouge
- Member of The Dunham School Marketing Committee
- Board Member for Boys Hope / Girls Hope
- Board Member for Hope Ministries
Education and licenses:
- LSU Graduate,1986
- Series 7, 63, 65, and 66 securities licenses
Outside of UBS:
Johnny and his wife Lisa, have two children Andrew and Grayson, and are active members of The First United Methodist Church in Baton Rouge.
- LSU, Graduate
7150 Jefferson Highway
Suite 650
Baton Rouge, LA 70806

Johnny Mann

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CT
- FL
- LA
- MS
- OH
- PA
- SC
- TN
- TX
- UT
- VA
I have been fortunate to work for some of the World's Premiere Investment Banks – All the while, I was able to learn from the different opinions, concepts, and cultures. All of which, ultimately, put me in a position to be able to work for the prestigious firm of UBS.

Professional Experience
- Merrill Lynch from 1989 - 2004
- Citi Group from 2004 - 2008
- Morgan Keegan 2008 - 2015 (Morgan Keegan acquired by Raymond James)
- Raymond James from 2013 - 2015
- UBS from 2015 - Present
Leadership & Previous Board Positions:
- Board of St. James Episcopal Day School (two terms)
- Chairman of the Annual Fund at St. James Episcopal Day School (two terms)
- Founder of the E-100 Fund for Athletics at The Episcopal School of Baton Rouge
- Chairman of the Annual Fund at The Dunham School of Baton Rouge (two terms)
- President of the Gridiron Club at The Dunham School of Baton Rouge
- Member of The Dunham School Marketing Committee
- Board Member for Boys Hope / Girls Hope
- Board Member for Hope Ministries
Education and licenses:
- LSU Graduate,1986
- Series 7, 63, 65, and 66 securities licenses
Outside of UBS:
Johnny and his wife Lisa, have two children Andrew and Grayson, and are active members of The First United Methodist Church in Baton Rouge.
- LSU, Graduate
7150 Jefferson Highway
Suite 650
Baton Rouge, LA 70806

Investments

Risk vs Reward. Beta vs Alpha. Disguised Duplication.

It is critical that Clients understand the Risk associated with their portfolio. To accomplish this important analysis, we use several third party sources. This allows us to give you an unbiased assessment of your Portfolio issues.

Disguised Duplication
The Beta
The Alpha
The Cash Flow

Index Correlation
R Squared
Standard Deviation
Manager Tenure

Asset Allocation
Geographic Allocation
Dividend Growth Rates
EPS Projections

Your investments and the U.S. economy

Access to research

The strategic analysis and research that we can offer from UBS and over 15 additional major sources can provide my clients the opportunity to see opinions and commentary from numerous sources from all over Wall Street. We use these research capabilities to help identify opportunities.

We are more than happy to send you an analysis of your favorite security.

If the following statement is still relevant:

“ Since 1926, dividends have accounted for some 40% of the stock market’s annualized total return of about 10%.”

- Morningstar

Do you know your annual dividend growth rates for your securities?

My research capabilities can easily show you the Projected Dividend Growth Rates for your portfolio.

I can help you embrace your financial future with confidence.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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