How can you pursue what matters most?

Mother/Daughter talking on couch

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Executive at City Window

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.

  • Nick-Randazzo

    Nicholas "Nick" Randazzo Jr.

    Director

    Market Director

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    • AL
    • AR
    • CA
    • CO
    • CT
    • FL
    • GA
    • IA
    • KY
    • LA
    • MA
    • MN
    • MO
    • MS
    • NC
    • NM
    • NV
    • NY
    • OK
    • TN
    • TX
    • UT
    • VA
    • WA

          909 Poydras Street
          Suite 2900
          New Orleans, LA 70112
        • Tami Jenkins Profile Photo

          Tamila Jenkins

          Authorized Officer

          Admin Manager

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          • AL
          • AR
          • FL
          • LA
          • MS
          • OH
          • PA
          • TN
          • TX
          • VA

                7150 Jefferson Highway
                Suite 650
                Baton Rouge, LA 70806

              Are markets going "Back to the Future"?

              Debt ceiling and inflation

              Tree

              Exceptional financial strength and stability

              Selling your business: Proceed with passion

              UBS Business Transition Services can help unlock the possibilities

              Too many business owners don't plan in advance for when they’re ready to exit. We can provide guidance, along with UBS Business Transition Services, to help you prepare early for the transition and what comes next.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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