Financial planning and beyond

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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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.

Christopher Zink

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Chris has been providing comprehensive wealth management advice for more than 20 years. Prior to joining UBS in 2009, Chris provided tailored financial planning and wealth management strategies to wealthy families and individuals at Morgan Stanley Smith Barney. He began his career and worked for ten years at JPMorgan Chase, providing private banking and investment management services.

After obtaining his B.A. from the University of North Carolina, Chris continued to earn his Certified Financial Planner and Certified Investment Management Analyst designations. He currently holds Series 7, 65 & 31 securities licenses. Chris lives in New Orleans, LA with his wife and three children. He is actively involved in supporting many non-profit organizations and enjoys spending time with family, sailing and skiing.
- University of North Carolina, B.A.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Wealth Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Hunter Charbonnet, CRPC

Vice President–Wealth Management

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NY
- OK
- TN
- TX
- UT
- VA
- WA
- WI
Hunter has more than 18 years of wealth management experience. Whether an individual, family, or business owner, Hunter is committed to having a good understanding of client needs and goals in partnering with them to build, grow, and distribute wealth over time consistent with those issues important to them.

Hunter received a B.S. in Accounting and Business Administration from Washington & Lee University. He currently holds Series 7 and Series 66 securities licenses along with his life insurance and variable annuity licenses. In the community, he has served on and led a number of community boards. In addition to his career, Hunter is passionate about his family, gardening and camellias.

CA Insurance License # 0M787677
- Washington & Lee University, B.S. in Accounting and Business Administration
- Chartered Retirement Planning Counselor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Oliver Morgan Hall, Jr., CRPC

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NY
- OK
- TN
- TX
- UT
- VA
- WA
- WI
Morgan began his career 48 years ago. Positions in bank lending, management and owning a small business ultimately led Morgan to working with clients to create and preserve their wealth. Morgan has expertise in retirement planning to help clients achieve their goals. Morgan joined UBS in 2008 after 10 years at Morgan Keegan.

Morgan graduated from The University of the South (Sewanee) in 1969 with a B.A. in Political Science. He currently holds Series 7 and 63 securities licenses along with his Life, Accident and Health insurance license. He also holds a Chartered Retirement Planning Counselor (CRPC) designation. He is a member of the Southern Yacht Club and enjoys leisure activities with his family, sailing and fishing.

CA license #0D08627
- The University of the South (Sewanee), B.A. in Political Science
- Chartered Retirement Planning Counselor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Lori Lacoste

Wealth Management Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- TN
- TX
- VA
- WA
- WI
Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted Chris Zink at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.

Lori currently holds her Series 7 and 66 securities licenses and life, accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Colleen Kirkpatrick

Senior Client Associate
View bio
- 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. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. 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

Christopher Zink

Senior Vice President–Wealth Management

CERTIFIED FINANCIAL PLANNER™
View bio
- AL
- AR
- AZ
- CA
- CO
- FL
- GA
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NY
- OH
- OK
- PA
- SC
- TN
- TX
- UT
- VA
- VI
- WA
- WI
Chris has been providing comprehensive wealth management advice for more than 20 years. Prior to joining UBS in 2009, Chris provided tailored financial planning and wealth management strategies to wealthy families and individuals at Morgan Stanley Smith Barney. He began his career and worked for ten years at JPMorgan Chase, providing private banking and investment management services.

After obtaining his B.A. from the University of North Carolina, Chris continued to earn his Certified Financial Planner and Certified Investment Management Analyst designations. He currently holds Series 7, 65 & 31 securities licenses. Chris lives in New Orleans, LA with his wife and three children. He is actively involved in supporting many non-profit organizations and enjoys spending time with family, sailing and skiing.
- University of North Carolina, B.A.
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Senior Portfolio Manager
- Wealth Advisor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Hunter Charbonnet, CRPC

Vice President–Wealth Management

Chartered Retirement Planning Counselor
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NY
- OK
- TN
- TX
- UT
- VA
- WA
- WI
Hunter has more than 18 years of wealth management experience. Whether an individual, family, or business owner, Hunter is committed to having a good understanding of client needs and goals in partnering with them to build, grow, and distribute wealth over time consistent with those issues important to them.

Hunter received a B.S. in Accounting and Business Administration from Washington & Lee University. He currently holds Series 7 and Series 66 securities licenses along with his life insurance and variable annuity licenses. In the community, he has served on and led a number of community boards. In addition to his career, Hunter is passionate about his family, gardening and camellias.

CA Insurance License # 0M787677
- Washington & Lee University, B.S. in Accounting and Business Administration
- Chartered Retirement Planning Counselor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Oliver Morgan Hall, Jr., CRPC

First Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AZ
- CA
- CO
- FL
- GA
- IN
- KY
- LA
- MA
- MD
- MI
- MO
- MS
- NC
- NH
- NY
- OK
- TN
- TX
- UT
- VA
- WA
- WI
Morgan began his career 48 years ago. Positions in bank lending, management and owning a small business ultimately led Morgan to working with clients to create and preserve their wealth. Morgan has expertise in retirement planning to help clients achieve their goals. Morgan joined UBS in 2008 after 10 years at Morgan Keegan.

Morgan graduated from The University of the South (Sewanee) in 1969 with a B.A. in Political Science. He currently holds Series 7 and 63 securities licenses along with his Life, Accident and Health insurance license. He also holds a Chartered Retirement Planning Counselor (CRPC) designation. He is a member of the Southern Yacht Club and enjoys leisure activities with his family, sailing and fishing.

CA license #0D08627
- The University of the South (Sewanee), B.A. in Political Science
- Chartered Retirement Planning Counselor
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Lori Lacoste

Wealth Management Associate
View bio
- AL
- AR
- AZ
- CA
- CO
- DC
- DE
- FL
- GA
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NM
- NV
- NY
- OH
- OK
- TN
- TX
- VA
- WA
- WI
Lori has over 40 years experience in the financial industry. Prior to joining UBS in 2009, she assisted Chris Zink at Morgan Stanley Smith Barney and JPMorgan Chase with banking, lending and client services. Lori oversees the day-to-day operations and the team relies on her expertise in client relations.

Lori currently holds her Series 7 and 66 securities licenses and life, accident and health insurance license. She lives in Kenner, LA with her husband and has one son and four grandchildren. She is actively involved in supporting many non-profit organizations and enjoys spending time with her family.
909 Poydras Street
Suite 2900
New Orleans, LA 70112
Colleen Kirkpatrick

Senior Client Associate
View bio
- 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. Colleen earned her Series 7 Registration in 1998. She has grown proficient at prioritizing specific client concerns while managing any multitude of service issues. 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

Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

UBS and Credit Suisse—stronger than ever

Our formal integration with Credit Suisse marks an unprecedented level of strength in our history—all in support of your financial goals. For more than 160 years, we’ve been tested and proven resilient—guiding our clients through a wide range of financial challenges and market opportunities. And we continue to demonstrate our leadership among the largest, and most respected, global banks.

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Retirement planning

Your lifelong financial plan. UBS Wealth Way

When it comes to achieving your goals, our strategic approach can help you pursue what matters most—for today, tomorrow and for generations to come. Through deeper conversations, including five simple questions, we clarify what you’d like to accomplish and map out solutions for every phase of your life.

_{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.}

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.

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As of 11/07/2023

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Financial planning and beyond

Pursuing your goals together

Christopher Zink

Hunter Charbonnet, CRPC

Oliver Morgan Hall, Jr., CRPC

Lori Lacoste

Colleen Kirkpatrick

Christopher Zink

Hunter Charbonnet, CRPC

Oliver Morgan Hall, Jr., CRPC

Lori Lacoste

Colleen Kirkpatrick

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Connecting you to the deep resources of UBS

UBS and Credit Suisse—stronger than ever

Retirement planning

Your lifelong financial plan. UBS Wealth Way

Managing wealth is our craft

Backed by the strength of UBS

A global leader in wealth management

Insights

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