Investment management & Financial consulting

UDB Financial

Services & Strategies

Investment Management

After developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we work together to create a customized strategy centered on helping you find opportunities in ...

Financial Planning

We help you simplify the demands of managing your wealth to enable you to devote time to your business, your personal endeavors and your family. We organize your assets, asset ...

Risk Management

Our risk management team will evaluate your non-financial risks by exploring options such as umbrella coverage, long-term care coverage, life coverage and medical coverage to help you anticipate change and ...

Retirement Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation, business buy-sell continuity strategies, or individual retirement plans. We will meet with you ...

Estate & Tax Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving ...


      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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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, NY, OK,  PA, SC, TN, TX, VA. WA, WI & VI.