Times may change. Commitments don't.

William James Investment Group

As UBS Financial Advisors, backed by the powerful platforms and solutions of the world's leading wealth manager, we can provide you with perspective that literally reaches across continents. You'll have access to first-rate resources and opportunities not only where you are, but globally as well. We're a firm with diverse international businesses, including the UBS Investment Bank and Global Asset Management, which means the advice and recommendations we deliver will always reflect our understanding of how truly connected your investments are to the broader global economy.

Investment Insights


William James Investment Group

1100 Poydras Street
Suite 900
New Orleans, LA 70163


James R. "Rick" Frayard

Managing Director – Wealth Management
Financial Advisor
Senior Portfolio Manager
Senior Managed Accounts Consultant (SMAC)
Senior Retirement Plan Consultant
William C. Capell

Senior Vice President – Wealth Management
Financial Advisor
Senior Managed Accounts Consultant (SMAC)
Robert "Rob" Bickham, CIMA®

Managing Director – Investments
Senior Institutional Consultant
Certified Investment Management Analyst (CIMA®)
Shawna Elaine Prejean

Financial Advisor
Portfolio Management Program Financial Advisor
Travis Frayard

Financial Advisor
Michael A. Bohn

Investment Associate
Nettie H. Minor

Investment Associate
Laura E. Capell

Client Service Associate
Patricia "Tricia" Barnett

Client Service Associate
Kyli Blanchard Vaughn

Client Service Associate
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