Investment management & Financial consulting

UDB Financial

Our Team

Michael Upton

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 in ...

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

Financial Consultant stanley.bollinger@lpl.com   ...

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

Sam Marino, Jr., AIF® Partner & Financial Consultant sam.marino@lpl.com Sam joined Upton Draughon & Bollinger in 2008 after a leaving a global financial services firm. Prior to this, he founded ...

Bradley Secrest

Financial Consultant bradley.secrest@lpl.com Bradley Secrest joined the UDB Financial team in July 2015. He graduated from LSU in May 2015 with an undergraduate degree in Finance. Bradley was ...

Monica Meche

Client Services Associate monica.meche@lpl.com Monica joined UDB Financial in February 2010. She is responsible for operational, administrative duties and customer service in the Baton Rouge office. Prior to ...

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 Financial as ...

Lori Decker

Lori Decker, CMFC® Financial Consultant lori.decker@lpl.com   A native of central Louisiana, Lori earned a bachelor's degree from the University of Louisiana Monroe in Finance and immediately started ...


      UDB Financial would like to welcome Ann Murray.  Ann is a client services associate in our Alexandria office.

• Ann Murray,

Client Services Associate

Press Releases
31
Aug
UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE

Alexandria, LA — August, 2018 — Michael Upton, Jeff Draughon, Sam Marino, Lori Decker, Brian ...read more

02
Apr
JOEY BOLLINGER & JEFF DRAUGHON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

April, 2018 — Joey Bollinger & Jeff Draughon, independent LPL Financial advisors at UDB Financial ...read more

02
Apr
MICHAEL UPTON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

April, 2018 — Michael Upton, an independent LPL Financial advisor at UDB Financial, today announced ...read more

News
  • Aug 31
    - UDB FINANCIAL ATTENDS LPL FINANCIAL’S NATIONAL CONFERENCE
  • Apr 02
    - JOEY BOLLINGER & JEFF DRAUGHON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
  • Apr 02
    - MICHAEL UPTON RECOGNIZED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS

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