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

Benjamin Thomas Domingue, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AL
  • AR
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MS
  • NC
  • 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
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MS
  • NC
  • 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

Shawna Elaine Prejean

Senior Vice President–Wealth Management

Financial Advisor

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

Shawna Elaine Prejean

Recognized as an industry leader:

  • Forbes America's 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.
  • 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.

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
  • CA
  • CO
  • FL
  • GA
  • KY
  • LA
  • ME
  • MI
  • MS
  • NC
  • NM
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America's 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.
  • 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.

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

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

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

Patricia "Tricia" Barnett

Client 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

Client Associate

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

Email Me

Ashley Cross Blanc

Senior Client Associate

Registered States:
  • CO
  • LA
  • TX

Ashley Cross Blanc

201 Settlers Trace Blvd.
Suite 3004
Lafayette, LA 70508

Email Me

Ashley Cross Blanc

Senior Client Associate

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

Email Me

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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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