UBS Advisor Travis Frayard Named to the Financial Planning Top 40 Brokers Under 40 list
February 23 2023 - 11:52AM
Business Wire
UBS Private Wealth Management announced today that Travis
Frayard, a Private Wealth Advisor in the firm’s Lafayette,
Louisiana office, has been named to the Financial Planning Top 40
Brokers under 40 list for 2023.
“It’s gratifying to see Travis recognized for the high level of
service and investment advice he provides to his clients,” said
Lane Strumlauf, Southeast Market Executive at UBS Private Wealth
Management. “His industry experience and deep commitment to helping
clients achieve their complex financial needs brings tremendous
value to our business. We’re proud to have him represent UBS and
the next-generation of advisors.”
Travis is a Private Wealth Advisor with The Exit Planning and
Wealth Consulting Group at UBS, and has more than 15 years of
financial services industry experience. As a Senior Portfolio
Manager in the UBS Personal Managed Portfolio (PMP) Program, he
manages customized investment strategies, implements proprietary
model portfolios, and provides traditional advice and guidance to
his clients. Because of Travis’ extensive background in portfolio
management, his primary responsibilities are managing portfolio
allocations and monitoring performance.
Travis earned his MBA from the University of North Carolina and
his bachelor’s degree in finance from the University of South
Carolina. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified
Investment Management Analyst® certifications, as well as the
Certified Exit Planning Advisor, Certified Portfolio Manager®, and
Chartered Retirement Plans Specialist℠ designations.
The 2023 Financial Planning Top 40 Brokers Under 40 generate
nearly $205 million in annual revenue combined and oversee $40
billion in client assets. The ranking is based on quantitative
factors and is not necessarily related to the quality of the
investment advice.
For the full list and further information, visit:
https://www.financial-planning.com/list/these-are-the-top-40-brokers-under-40-in-2023.
Notes to Editors
About UBS
UBS convenes the global ecosystem for investing, where people
and ideas are connected and opportunities brought to life, and
provides financial advice and solutions to wealthy, institutional
and corporate clients worldwide, as well as to private clients in
Switzerland. UBS offers investment solutions, products and
impactful thought leadership, is the leading global wealth manager,
provides large-scale and diversified asset management, focused
investment banking capabilities, and personal and corporate banking
services in Switzerland. The firm focuses on businesses that have a
strong competitive position in their target markets, are capital
efficient and have an attractive long-term structural growth or
profitability outlook.
UBS is present in all major financial centers worldwide. It has
offices in more than 50 regions and locations, with about 30% of
its employees working in the Americas, 29% in Switzerland, 20% in
the rest of Europe, the Middle East and Africa and 21% in Asia
Pacific. UBS Group AG employs more than 72,000 people around the
world. Its shares are listed on the SIX Swiss Exchange and the New
York Stock Exchange (NYSE).
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Christina Aquilina Christina.aquilina@ubs.com
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