Financial planning and beyond

Zink-Wealth-Management

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.

Chess board

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.

  • Chris-Zink

    Christopher Zink

    Senior Vice President–Wealth Management

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • NC
    • NY
    • OH
    • OK
    • 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

      Hunter Charbonnet, CRPC

      Vice President–Wealth Management

      Chartered Retirement Planning Counselor℠

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • 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.

        • Washington & Lee University, B.S. in Accounting and Business Administration
        • Chartered Retirement Planning Counselor℠
        909 Poydras Street
        Suite 2900
        New Orleans, LA 70112
      • Morgan-Hall

        Oliver Morgan Hall, Jr., CRPC

        First Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AZ
        • CA
        • CO
        • FL
        • GA
        • IN
        • KY
        • LA
        • MA
        • MD
        • MI
        • MO
        • MS
        • NC
        • NY
        • OH
        • OK
        • SC
        • 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 insurance solutions and 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.

          • 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

          Lori Lacoste

          Wealth Management Associate

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          • AL
          • AR
          • AZ
          • CA
          • CO
          • DE
          • FL
          • GA
          • IL
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MS
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • TX
          • VA
          • WA
          • WI

          Lori has over 37 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

                Colleen Kirkpatrick

                Senior Client Associate

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                • 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

                  The Year Ahead - Sustainable Investing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  Legacy—Wealth for others

                  For needs that go beyond your own—to help you improve the lives of others

                  What will your legacy be?
                  It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                  Learn more at ubs.com/wealthway.

                  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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