Investment management & Financial consulting

UDB Financial

Our Team

Michael Upton & Lori Decker

Michael Upton, AAMS, AIF® Partner and Co-Founder mike.upton@lpl.com A native of Alexandria, LA and a 1990 graduate of LSU with a BA in Political Science, Michael has been ...

Jeff Draughon & Crissy Shirley

Jeff Draughon, AAMS Partner and Co-Founder jeff.draughon@lpl.com Born and raised in Alexandria, Jeff received his bachelor’s degree from LSU (1991) and his master’s degree from the United States ...

Joseph O Bollinger Jr. & Heather Parker

Joey Bollinger, MBA, AAMS Partner and Co-Founder joey.bollinger@lpl.com Joey has been a resident of Alexandria since 1989. He and his wife, Gina have been married since 1993. Joey ...

Stan Bollinger & Finessa Parsons

Stan Bollinger Financial Consultant stanley.bollinger@lpl.com Stan joined the firm as an LPL Investment Registered Representative in 2003. His goal with the firm is to guide each client to ...

John Lenahan & Shirley Laurence

John Lenahan, CFP® CERTIFIED FINANCIAL PLANNER™ Professional john.lenahan@lpl.com   A native of Vernon Parish, John has been serving the financial needs of the community for 30+ years.  A ...

Sam Marino, Tony Ragusa, Monica Meche

Sam Marino,  AIF® Financial Consultant sam.marino@lpl.com Sam has been a lifelong resident of Baton Rouge.  He and his wife Paula have been married since 1984.  Sam and Paula ...

Brian Flynn

Brian Flynn Financial Consultant brian.flynn@lpl.com   Brian joined the firm as an LPL Financial Registered Representative in 2013. Brian currently holds a Series 7 and Series 66 with LPL ...

Cindy Upton Peaslee

Operations Manager

Cindy joined UDB Financial in September 2006. She is the Office Administrator, handling internal administrative duties as well as Human Resources. Prior to coming to UDB, Cindy was the ...

Martha Bankston

Administrative Associate

Martha joined UDB Financial in September 2006. She is an Administrative Associate. She is responsible for all initial client contact, customer service, banking matters and scheduling. Martha is a ...

Michael Upton recently attended The Franklin Square Educational Forum in Denver, Colorado.

 

• Michael Upton,

Financial Consultant

Press Releases
06
Apr
UDB Financial Attends LPL Financial Masters 2015 Conference

Michael Upton, Jeff Draughon & Joey Bollinger from UDB Financial recently attended the LPL Financial ...read more

01
Mar
Michael Upton, Jeff Draughon & Joey Bollinger Recognized as Top Financial Advisors by LPL Financial

Michael Upton, Jeff Draughon & Joey Bollinger, independent financial advisors affiliated with LPL Financial at ...read more

01
Sep
UDB Financial Attends LPL 2014 National Conference, A Leading Financial Services Event Focused On Increasing Value To Investors

UDB Financial recently attended focus 2014, a leading financial services industry conference hosted by LPL ...read more

News
  • Apr 06
    - UDB Financial Attends LPL Financial Masters 2015 Conference
  • Mar 01
    - Michael Upton, Jeff Draughon & Joey Bollinger Recognized as Top Financial Advisors by LPL Financial
  • Sep 01
    - UDB Financial Attends LPL 2014 National Conference, A Leading Financial Services Event Focused On Increasing Value To Investors

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