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

    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
        • 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

              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

              Managing wealth is our craft

              We’re committed to understanding what wealth means for you.

              At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

              Backed by the strength of UBS

              A global leader in wealth management

              $5+ trillion

              In invested assets globally 
              As of 11/07/2023

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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