Investment management & Financial consulting

UDB Financial


As independent consultants, we create customized investment strategies to help manage and transfer our client's wealth. We are committed to helping individuals and families pursue and exceed their life goals. We will accomplish through education, communicaton and a level of service which exceeds our client's expectations.


Our consultants provide financial services to over $550 million in brokerage & advisory assets  (through LPL Financial) from locations in Alexandria, Baton Rouge, Leesville & Marksville as of January 2016.

Services & Strategies

  • Investment Management 
  • Financial Consulting 
  • Risk Management
  • Retirement Planning
  • Estate & Tax Planning 

A Systematic Life Planning Approach









                    Congratulations!!!                                      20 UNDER forty                                       2016 Award Winner
Award given by the Town Talk of Central Louisiana

• Lori Decker,

Financial Consultant

Our Team
Michael Upton

Michael Upton, AAMS, AIF® Partner and Co-Founder A native of Alexandria, LA and a 1990 more

Jeff Draughon & Crissy Shirley

Jeff Draughon, AAMS Partner and Co-Founder Born and raised in Alexandria, Jeff received his more

Joseph O Bollinger Jr. & Heather Parker

Joey Bollinger, MBA, AAMS Partner and Co-Founder Joey has been a resident of Alexandria more

  • Dec 07
    - UDB Financials newest employee Christopher Daigrepont honored as a speaker at his LC commencement on December 10th.
  • Aug 31
    - UDB Financial Attends National Financial Services Industry Conference
  • Jul 07
    - Jeff Draughon of UDB Financial Honored for Charitable Work with Baptist Medical & Dental Mission International BMDMI

To the top


Securities and Advisory Services offered through LPL Financial, a Registered, Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL. AR, AZ. CA, CO, FL, GA, HI. IA,  IL. IN. KS. LA. MA,  ME. Ml, MN, MO, MS. MT. NC,  NM, NV, NY, OK,  PA, SC, TN, TX, VA. WA, WI, WY & VI.