Thurmond Wealth Management Group - UBS Financial Services Inc.
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909 Poydras St Ste 2900
New Orleans, LA 70112
Thurmond Wealth Management Group is a New Orleans-based advisory team under UBS Financial Services Inc., specializing in personalized financial planning and investment strategies. The group emphasizes building lasting relationships by listening to clients' goals, needs, and concerns, fostering a comprehensive approach to wealth management.
The team is led by Thomas Thurmond, a seasoned Financial Advisor with a background in Civil Engineering, and supported by Colleen Kirkpatrick, a knowledgeable Senior Client Associate. Together, they focus on delivering tailored strategies and long-term client service to help individuals confidently pursue their financial aspirations.
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