Advice. Beyond investing



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.



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William James Investment Group

1100 Poydras Street
Suite 900
New Orleans, LA 70163
337-593-3603
337-593-3600
855-308-2141 fax
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James R. "Rick" Frayard
Managing Director – Wealth Management
Financial Advisor
Portfolio Management Program Financial Advisor
Senior Managed Accounts Consultant (SMAC)
William C. Capell
Senior Vice President – Wealth Management
Financial Advisor
Senior Managed Accounts Consultant (SMAC)
Robert "Rob" Bickham , CIMA®
Managing Director – Wealth Management
Shawna Elaine Prejean
Financial Advisor
Travis Frayard
Wealth Strategy Associate
Michael A. Bohn
Investment Associate
Nettie H. Minor
Investment Associate
Carol M. Smith
Wealth Strategy Associate
Laura E. Capell
Client Service Associate
Patricia "Tricia" Barnett
Client Service Associate
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