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Private Wealth Management

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Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Travis Frayard, CFP, CPM, CEPA

Financial Advisor

Travis joined the firm in 2008 and has been an asset to our team since. He is passionate about guiding individuals to achieving their vision of financial success. As a Portfolio Manager in the UBS Portfolio Management Program, he can manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance to his clients. His primary responsibilities are managing portfolio allocations and monitoring performance.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • ME
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Financial Planning Top 40 Financial Advisors Under 40, 2023The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in Septermber of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

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

Education

  • Masters in Business Administration and concentration on Portfolio Management, University of North Carolina
  • B.S. Finance, University of South Carolina

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Portfolio Manager®
  • Chartered Retirement Plans Specialist
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508
  • (337) 593-3612

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

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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

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