Insight-based advice

Observatory on mountain top

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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.

  • Thomas-Thurmond

    Thomas Thurmond

    Senior Vice President–Wealth Management

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    • AL
    • CA
    • CO
    • FL
    • GA
    • IA
    • KY
    • LA
    • MN
    • MS
    • NV
    • TN
    • TX
    • VA
    • WA

    Tom began his career as a Financial Advisor in 1985. A former Civil Engineer, Tom is a thorough, prudent analyst and planner. He works with clients individually, designing investment strategies to meet their specific goals. Tom brings to his work a sound grasp of current market conditions and long-term trends. He is a reliable strategic thinker and an accomplished tactician. Using an abundance of spreadsheets and proprietary software, Tom stays on top of clients' long-term strategic plans, exercising tactical portfolio moves for shorter term adjustments.

        • Senior Portfolio Manager
        909 Poydras Street
        Suite 2900
        New Orleans, LA 70112
      • Colleen-Kirkpatrick

        Colleen Kirkpatrick

        Senior Client Associate

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        • LA

        Colleen is a cum laude graduate of Louisiana Tech University with a Bachelor of Arts in Business Administration specializing in Finance. Working her way through college as a bank teller, she transitioned into the Advisory and Brokerage Services Industry in 1993 as a Sales Assistant. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while juggling any multitude of service issues. As our team's office manager, Colleen is an extremely well organized, detail oriented individual who builds and nurtures long term relationships.

          • Louisiana Tech University, B.A. in Business Administration specializing in Finance
            909 Poydras Street
            Suite 2900
            New Orleans, LA 70112

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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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