Travis Frayard, CFP, CPM, CEPA
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Experience

That inspires confidence

James "Rick" Frayard, CRPS

Managing Director–Wealth Management

Financial Advisor

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

James "Rick" Frayard, CRPS

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The 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.

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. 

James "Rick" Frayard, CRPS

Credentials

  • Chartered Retirement Plans Specialist℠
  • Senior Managed Accounts Consultant
  • Senior Portfolio Manager

James "Rick" Frayard, CRPS

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

James "Rick" Frayard, CRPS

Managing Director–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021The 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.

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. 

Credentials

  • Chartered Retirement Plans Specialist℠
  • Senior Managed Accounts Consultant
  • Senior Portfolio Manager
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

rick.frayard@ubs.com
James "Rick" Frayard, CRPS
201 Settlers Trace Blvd.,Lafayette,LA,70508

Benjamin Thomas Domingue, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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

Benjamin Thomas Domingue, CEPA

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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. 

Benjamin Thomas Domingue, CEPA

Credentials

  • Senior Portfolio Manager
  • Certified Exit Planning Advisor

Benjamin Thomas Domingue, CEPA

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Benjamin Thomas Domingue, CEPA

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior 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. 

Credentials

  • Senior Portfolio Manager
  • Certified Exit Planning Advisor
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

ben.domingue@ubs.com
Benjamin Thomas Domingue, CEPA
201 Settlers Trace Blvd.,Lafayette,LA,70508

Shawna Elaine Prejean

Senior Vice President–Wealth Management

Financial Advisor

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

Shawna Elaine Prejean

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior 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. 

Shawna Elaine Prejean

Credentials

  • Portfolio Manager

Shawna Elaine Prejean

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Shawna Elaine Prejean

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The 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, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior 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. 

Credentials

  • Portfolio Manager
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

shawna.simon@ubs.com
Shawna Elaine Prejean
201 Settlers Trace Blvd.,Lafayette,LA,70508

Credentials

  • Senior Managed Accounts Consultant

Credentials

  • Senior Managed Accounts Consultant

Michael Bohn

Investment Associate

Registered States:
  • AL
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NM
  • NY
  • PA
  • TX

Michael Bohn

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Michael Bohn

Investment Associate

Registered States:
  • AL
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NM
  • NY
  • PA
  • TX
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

michael.bohn@ubs.com
Michael Bohn
201 Settlers Trace Blvd.,Lafayette,LA,70508

Nettie Minor

Investment Associate

Registered States:
  • AL
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NM
  • NY
  • PA
  • TX

Nettie Minor

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Nettie Minor

Investment Associate

Registered States:
  • AL
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NM
  • NY
  • PA
  • TX
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

nettie.minor@ubs.com
Nettie Minor
201 Settlers Trace Blvd.,Lafayette,LA,70508

Patricia "Tricia" Barnett

Wealth Management Associate

Registered States:
  • AL
  • CO
  • LA
  • MI
  • TX
  • WA

Patricia "Tricia" Barnett

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Patricia "Tricia" Barnett

Wealth Management Associate

Registered States:
  • AL
  • CO
  • LA
  • MI
  • TX
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

tricia.barnett@ubs.com
Patricia "Tricia" Barnett
201 Settlers Trace Blvd.,Lafayette,LA,70508

Ashley Cross Blanc

Wealth Management Associate

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

Ashley Cross Blanc

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Ashley Cross Blanc

Wealth Management Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

ashley.blanc@ubs.com
Ashley Cross Blanc
201 Settlers Trace Blvd.,Lafayette,LA,70508

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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