John Gherardi, CFP, CPWA - UBS Financial Services Inc.

UBS Financial Services Inc. is a leading global wealth management firm with a strong presence in Lafayette, LA. Their team, led by Jay Owen, First Vice President of Wealth Management, is dedicated to providing insight-based advice to help clients achieve their financial goals. With a focus on liquidity management and a global footprint spanning 51 countries, UBS offers a wide range of products and services to meet the diverse needs of their clients. Backed by the strength of UBS, a world-leading wealth manager with $3.9 trillion in invested assets globally, UBS Financial Services Inc. is committed to guiding clients through financial challenges and market opportunities. Their formal integration with Credit Suisse further enhances their capabilities, making them stronger than ever. As a trusted partner, UBS helps clients navigate the complexities of the financial world, offering investment advisory services and brokerage services to ensure their clients' financial success.Generated from the website

Visit our office today located in Lafayette, LA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Visit our office today located in Lafayette, LA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.