Paul Walker is a financial advisor with Morgan Stanley Wealth Management in Baton Rouge, LA, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Outside of his financial advisory work, he is a co-owner of a boat and apartment rental business. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through a combination of advisory and brokerage services.

Angela Rice is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, JP Morgan Chase, and New York Life. Prior to her financial services career, she worked in the restaurant industry. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving clients primarily in an advisory capacity.

Christopher Gautreaux is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since the mid-2000s. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by various analytical tools.

Michelle Mcnicoll is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Based in Baton Rouge, LA, her career has focused on wealth management services within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm offers tailored financial planning and various investment products, managing approximately $2.74 trillion in client assets.

Micah Lillich is a Series 66-credentialed financial advisor with 13 years of industry experience. He currently works at Morgan Stanley in Baton Rouge, LA, where he has been since 2017, following five years at LPL Financial. Outside of his advisory role, he is a partner at Willow Lake Ranch, LLC, an entity established to assist with documentation related to family property development. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and secular return estimates to model financial outcomes.

Rachel Cattelino is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and scenarios.

Joseph Dearman is a financial advisor with Morgan Stanley Wealth Management in Baton Rouge, LA, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Shobe & Associates, Inc., Raymond James Financial Services, Inc., and Financial Benefits, Inc. Dearman has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Johnathan Whitman is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Aaron Stanford is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Katie Bellelo is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1997. Outside of her advisory role, she is a licensed notary, providing document notarization services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Julia Lopiparo is a CFP® professional with 31 years of experience in the financial services industry. She is currently a financial advisor at Morgan Stanley, where she has worked since 2022, and previously held positions at JPMorgan Securities LLC, UBS Financial Services, and Raymond J. Lucia Companies, Inc. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Wayne Traina is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an owner of TARGA Holdings LLC, an investment and finance-related business based in New Orleans. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, serving clients through both direct and employer-related agreements.

Christopher Mensi is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at the LSU Foundation and St. Stanislaus. Outside of his advisory work, he is involved in business development for a retail and online store in Gulfport, Mississippi. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools but generally does not provide individual security recommendations as part of standalone plans.

Sonia Andrews is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 24 years of industry experience. Her career includes over a decade at Morgan Stanley Smith Barney and a period at Wells Fargo Clearing before rejoining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Tessa Gautreaux is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Shawn Loy is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is involved in real estate ventures as a proprietor and partner in entities engaged in property management and rental activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery tools and advanced modeling techniques.

Natalie Koehl is a Series 66-licensed financial advisor with Morgan Stanley in Baton Rouge, LA, bringing 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she is involved with Koehl Consulting, LLC, which focuses on consulting and software development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by structured planning tools and investment modeling techniques.

Gerald Marchand is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2000. Outside of his advisory role, he manages a family partnership established for wealth transfer purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm employs a structured planning process supported by firm-approved tools and serves approximately $2.74 trillion in client assets.

Angelique Manne is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of her advisory role, she serves on the boards of St. George Catholic Church, Capital Area United Way - Women United, and St. Joseph's Academy, where she participates in budgeting and fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research.

Kenneth Riche Jr. is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, with a financial planning process that uses structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate strategies.

Thomas Waguespack is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 66 designation and 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. His career also includes experience at Citigroup Global Markets beginning in 2006. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

John Rosenstern is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analytics.

Karen Scurria is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Rhonda Loy is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at Merrill from 1994 to 2017 and has been with Morgan Stanley since 2017, including time at Morgan Stanley Private Bank. Outside of her advisory role, she is involved in real estate through ownership and partnership in property management entities. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad suite of investment offerings to support its clients.

Robert Woosley is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. In addition to his advisory work, he teaches graduate and undergraduate courses in personal finance at Louisiana State University and Southern University, where he has been on the faculty since the 1990s. He also serves on the board of Pyranha Inc., a manufacturing company based in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through financial advisors and its Estate Planning Strategies Group.

Gloria Hoggatt is a financial advisor with Morgan Stanley in Baton Rouge, LA, holding a Series 63 designation and 26 years of industry experience. Her prior roles include positions at Edward Jones and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools.

Maci Jackson is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at The Shobe Financial Group and in various roles outside finance, including positions at Celebration Church and Lululemon. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Stephen Taylor is a financial advisor with Morgan Stanley in Baton Rouge, Louisiana. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Taylor has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Rosenstern is a Series 66-licensed financial advisor with Morgan Stanley in Baton Rouge, Louisiana, bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of the Manchac Place Homeowners Association, a nonprofit organization, and is a partner in Nouvieux LLC, a furniture rental business. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Hannah Loy is a financial advisor at Morgan Stanley in Baton Rouge, LA, with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2024 and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, she gained experience at Keith Lorio, DDS, and law firm Kizer, Hood & Morgan, LLP. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a variety of advisory programs.

Nance Cunard is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Cunard holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Francelle Guillet is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2016, previously spending nine years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and investment advisory services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.