Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Christopher Z

Series 66

New Orleans, LA

UBS Financial Services

Christopher Zink is a financial advisor with UBS Financial Services in New Orleans, LA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS Financial Services Inc. since 2009. Outside of his advisory role, he serves on the Board of Directors for the Bayou Gauche Volunteer Fire Department, where he contributes to strategic planning and oversight of capital expenditures. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of capital markets services. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Laurie B

Series 63, Series 65

New Orleans, LA

UBS Financial Services

Laurie Buckland is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, Buckland serves on the Board of Directors for First Christian Church of Greater New Orleans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment products.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Kelly L

Series 66

New Orleans, LA

UBS Financial Services

Kelly Lebato is a financial advisor with UBS Financial Services in New Orleans, LA. She holds a Series 66 designation and has eight years of industry experience, including prior work at IberiaBank. Lebato has been with UBS since 2017, working within both UBS Bank USA and UBS Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Belinda L

Series 63, Series 66

New Orleans, LA

UBS Financial Services

Belinda Laws is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad platform of capital markets solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Gary B

Series 63, Series 66

New Orleans, LA

UBS Financial Services

Gary Brewster Sr. is a financial advisor at UBS Financial Services with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Scotia Capital (USA) Inc. since 2012. Outside of his advisory work, he serves as President and a member of the Board of Directors for the Crescent Club, a Mardi Gras parade and ball organization in New Orleans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models in delivering client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Hunter C

Series 66

New Orleans, LA

UBS Financial Services

Hunter Charbonnet is a Series 66-licensed financial advisor with UBS Financial Services in New Orleans, LA, where he has worked since 2011. He has 26 years of industry experience, including seven years at Morgan Keegan & Company, LLC prior to joining UBS. Outside of his advisory role, Charbonnet is active in historical preservation and horticulture, serving as Vice President of the Northshore Camellia Club and holding leadership positions in the General Society of Colonial Wars and the Louisiana Society of Colonial Wars. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities and wealth management through a network of financial advisors who tailor strategies using proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Scott C

CFP®, Series 63, Series 66

New Orleans, LA

UBS Financial Services

Scott Curole is a CFP® with 26 years of industry experience, currently affiliated with UBS Financial Services in New Orleans, LA. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jacque K

Series 63, Series 65

New Orleans, LA

UBS Financial Services

Jacque Kuchta is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Kuchta serves on the Board of Directors for the Port Eads Fishing Refuge nonprofit, which promotes research, education, and recreation in Port Eads, Louisiana. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Connor C

Series 66

New Orleans, LA

UBS Financial Services

Connor Caplinger is a financial advisor with UBS Financial Services in New Orleans, LA, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles at Lumen Hotel, Mulates, and CEMI-USA, alongside academic involvement at SMU from 2021 to 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including discretionary portfolio management, underwriting, and custody.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Oliver H

Series 63, Series 65

New Orleans, LA

UBS Financial Services

Oliver Hall Jr. is a financial advisor with UBS Financial Services in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, Hall serves as treasurer for the Trinity Episcopal School Parents Association, where he is involved in fundraising and provides input on short-term fixed income investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Lori L

Series 66

New Orleans, LA

UBS Financial Services

Lori Lacoste is a financial advisor with UBS Financial Services in New Orleans, LA, holding a Series 66 designation and having 27 years of industry experience. She has worked at UBS since 2009 and previously held roles at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of her advisory work, she is an independent health coach involved in a health and weight loss program. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities to tailor investment plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Carson D

Series 66

New Orleans, LA

UBS Financial Services

Carson Doles is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Truist Investment Services, Pinnacle Wealth, and other firms. His background includes a five-year tenure at Millsaps College. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial plans based on proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Larissa P

Series 66

New Orleans, LA

UBS Financial Services

Larissa Petty is a financial advisor with UBS Financial Services in New Orleans, Louisiana, holding a Series 66 credential and nine years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves as Secretary and Member Relations officer for Crescent City Fae, a nonprofit Mardi Gras Krewe and social club. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based strategies with institutional trading capabilities and a broad range of wealth management services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)