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Michele D

Series 66

Houma, LA

Morgan Stanley

Michele Dantin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a part owner and director of Partek Laboratories, Inc., a private company specializing in metallurgy, metal testing, and welding certification. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.

General estate planning guidance
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Marguerite K

Series 63, Series 65

Houma, LA

Morgan Stanley

Marguerite Knight is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2011. Outside of her advisory role, she is involved in several community and civic positions, including serving on the City of Thibodaux Board of Adjustments and presiding over the Lafourche Parish Tourist Commission. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services without providing individual security recommendations within its standalone planning offerings.

General estate planning guidance
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Timothy E

Series 63, Series 66

Houma, LA

Morgan Stanley

Timothy Emerson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he operates as a public notary and has served as a university-level instructor at Tulane University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

General estate planning guidance
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Rachel W

Series 66

Houma, LA

Morgan Stanley

Rachel White is a financial advisor with Morgan Stanley Wealth Management in Houma, Louisiana, holding a Series 66 license and bringing four years of industry experience. Her career history includes roles at Morgan Stanley Smith Barney, Ellendale Country Club, and Denham and Lillich Wealth Management. Outside of advising, she has contributed to Ellendale Country Club by managing email campaigns and training staff. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by advanced modeling tools and a structured discovery process.

General estate planning guidance
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