How can you pursue what matters most?

Mother/Daughter talking on couch

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Three people sitting in office

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.

    Branch Manager

    • image
    • image
    • image
    • 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

          Tami Jenkins

          Authorized Officer

          Admin Manager

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

                7150 Jefferson Highway
                Suite 650
                Baton Rouge, LA 70806

              Defining your priorities. Pursuing what matters.

              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

              Your life, wealth and future

              Your life, wealth and future

              UBS Wealth Way

              UBS Wealth Way

              Multigenerational families

              Multigenerational families

              Family

              Financial planning

              2022 year-end planning guide

              The UBS Advanced Planning Group’s 2022 Year-End Planning Guide explores an array of planning ideas, arranged thematically, to help you refine your planning approach. Sometimes, that’s simply considering a new idea that could possibly save money on taxes. Other times, it’s finding ways to better achieve the vision for your legacy.

              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

              Insights