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

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

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

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

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
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
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
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