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.

    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
    • WI

    Nick is the Market Director for Louisiana. His offices include New Orleans, Baton Rouge and Lafayette.

    Professional History:
    Nick has over 30 years of experience in the financial services industry. He began his career as a Financial Advisor in 1993 and moved to a management role in 2000.

    Nick joined UBS in 2014 and prior to becoming the Market Director for Louisiana, Nick held various positions at UBS including Branch Manager, Assistant Market Head and Sales Manager.

    Nick’s experience as a top producing Financial Advisor and Manager have provided him with the skillset to assist Financial Advisors in delivering the highest level of service and solutions to clients.

    Family and Personal Interests:
    Nick graduated with a B.S. in Finance from the University of New Orleans in 1992 and lives in Mandeville, LA. He likes to spend his time relaxing on the beach in Miramar Beach, FL with his daughter Hannah and companion Heidi.

          909 Poydras Street
          Suite 2900
          New Orleans, LA 70112
          nick.randazzo@ubs.com
          Nicholas "Nick" Randazzo Jr.
          909 Poydras Street,New Orleans,LA,70112
        • Tami Jenkins

          Tami Jenkins

          Authorized Officer

          Admin Manager

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          • AL
          • AR
          • KY
          • LA
          • MS
          • TN
          • VA

                7150 Jefferson Highway
                Suite 650
                Baton Rouge, LA 70806
                tami.jenkins@ubs.com
                Tami Jenkins
                7150 Jefferson Highway,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

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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