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.

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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.

  • Chris-Zink

    Christopher Zink

    Senior Vice President–Wealth Management

    CERTIFIED FINANCIAL PLANNER™

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    • 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
      chris.zink@ubs.com
      Christopher Zink
      909 Poydras Street,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
      • 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
        hunter.charbonnet@ubs.com
        Hunter Charbonnet, CRPC
        909 Poydras Street,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
        • 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
          morgan.hall@ubs.com
          Oliver Morgan Hall, Jr., CRPC
          909 Poydras Street,New Orleans,LA,70112
        • Lori-Lacoste

          Lori Lacoste

          Wealth Management Associate

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          • 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
          • WV

          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
                lori.lacoste@ubs.com
                Lori Lacoste
                909 Poydras Street,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
                    colleen.kirkpatrick@ubs.com
                    Colleen Kirkpatrick
                    909 Poydras Street,New Orleans,LA,70112

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