Experience

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.

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

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

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.

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.