Baton Rouge, LA Jefferson Highway Office

Paul Mascagni is a financial advisor with UBS Financial Services in Baton Rouge, LA. He holds a Series 63 designation and has 26 years of industry experience, including 20 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial planning, portfolio management, and access to proprietary research.

Charles Terrebonne II is a financial advisor with UBS Financial Services in Baton Rouge, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2018, he worked as an attorney and held roles in property management and real estate services. He serves as president of the Sigma Phi Epsilon Louisiana Beta Chapter Alumni Board and instructs continuing education courses. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

John Mann is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he owns and manages several businesses through various LLCs, including an investment holding company for a private oil well venture. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of capital markets and fiduciary services.

Charles Terrebonne Sr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with UBS since 1996. Outside of his advisory role, he is involved with Acumen Fiscal Agent, LLC, a company that administers payroll and applications for caregivers of individuals with special needs receiving government benefits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Lori Dicharry is a Series 66-licensed financial advisor with UBS Financial Services in Baton Rouge, LA, with nine years of industry experience. She worked at Merrill from 2014 to 2020 before joining UBS, where she has been advising clients since 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research, model-based asset allocations, and a combination of wealth management and institutional trading capabilities.

Richard Pipes Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS Financial Services since 2009. 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 client strategies.

Nicholas Randazzo Jr. is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides clients with research-based investment strategies tailored to their goals and risk tolerances.

Traci Taylor is a Financial Advisor at UBS Financial Services with 21 years of industry experience and holds a Series 66 designation. She has worked at UBS Financial Services since 1990. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Tamila Jenkins is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and has been with UBS since 2010. Based in Baton Rouge, LA, she focuses on delivering financial services within a large institutional platform. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

Sarah Hornsby is a financial advisor with UBS Financial Services in Baton Rouge, LA, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. Her prior roles include positions at Bank of America, N.A. and Merrill. Outside of finance, she is involved in illustration work, assisting with creation, marketing, and sales at local events. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory solutions, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm offers a blend of wealth management and institutional trading capabilities, including market-making and futures commission merchant services.