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Jamie D
Series 66
Lafayette, LA
Morgan Stanley
Jamie Duval is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models and manages approximately $2.74 trillion in client assets.
Elmo Z
Series 66
Lafayette, LA
Morgan Stanley
Elmo Zornes III is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following six years at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 employs structured planning tools and modeling techniques as part of its process.
Robert F
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Robert Foard is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the investment committee for the Franciscan Missionaries of Our Lady Health System and is a board member and finance committee participant for Our Lady of Lourdes Regional Medical Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models as part of its advisory services.
Victor R
Series 66
Lafayette, LA
Morgan Stanley
Victor Raxsdale is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and 21 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. Outside of his advisory role, he serves as an Assistant District Governor for Rotary District 6200 and is a board member of the Foundation for Wellness. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and strategies.
Troy B
Series 65, Series 63
Lafayette, LA
Morgan Stanley
Troy Benoit is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Cetera, Regions Bank, Hancock Whitney Bank, Fifth Third Securities, and Dominick Feld Hyde. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client goals.
James L
Series 66
Lafayette, LA
Morgan Stanley
James Landry is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Anderson, Dozier, Blanda, and Saltzman. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations to model potential outcomes.
Lizabeth D
Series 63
Lafayette, LA
Morgan Stanley
Lizabeth Dore is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 63 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves on the board of directors for Applied Milling Systems, Inc., an engineering company that designs equipment and services for rice mills and other cereal grain mills. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process and offers various retail and institutional investment solutions.
Andre F
Series 66
Lafayette, LA
Morgan Stanley
Andre Fontenot is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Market Inc. since 2009 and 2008, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and modeling techniques.
Jennifer V
Series 63, Series 66
Lafayette, LA
Morgan Stanley
Jennifer Vidrine is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and held previous roles at Broussard & David and Renaissance Baton Rouge. 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations to support its guidance.
Elliot M
Series 66
Lafayette, LA
Morgan Stanley
Elliot Minvielle is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Brown & Brown for four years. Outside of his advisory role, Minvielle is involved with the City Club, a local recreation organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm‑approved tools and strategies.
Katelan C
Series 66
Lafayette, LA
Morgan Stanley
Katelan Caffey is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley, she worked at UBS Financial Services and spent ten years with the Vermilion Parish School Board. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing individual security recommendations as part of standalone planning.
Jeffrey W
Series 66
Lafayette, LA
Morgan Stanley
Jeffrey White is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.
Lauren B
Series 66
Lafayette, LA
Morgan Stanley
Lauren Beck is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial and JP Morgan Chase Bank. Outside of her advisory role, she is the sole proprietor of JL Beck LLC, a real estate business based in Lafayette, Louisiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured tools and modeling techniques and manages approximately $2.74 trillion in client assets.
Mark C
Series 65, Series 63
Lafayette, LA
Morgan Stanley
Mark Culbertson is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Prior to this, he worked at Lowes Home Centers LLC and World Tree Financial, LLC. 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 and financial planning services that incorporate structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.
Matthew D
Series 66
Lafayette, LA
Morgan Stanley
Matthew Doucet is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2022 before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2022. Outside of his advisory role, he is a partner involved in property management through an investment-related business in Lafayette, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 that incorporates proprietary tools and market simulations.
Nanette M
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Nanette Maedgen is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes 13 years at UBS Financial Services before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.
Hugh F
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Hugh Fisher is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with UBS Financial Services Inc. Outside of his advisory role, Fisher is involved in real estate through ownership and partnership interests in several entities based in Florida and Louisiana. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools to support client objectives and offers a broad range of investment and financial services.
John R
Series 66
Lafayette, LA
Morgan Stanley
John Royall II is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, 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 structured planning tools and models to support their advisory services.
Virgil W
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Virgil Wright is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2004. 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 financial planning and estate strategies, managing approximately $2.74 trillion in client assets.
Allison W
Series 66
Lafayette, LA
Morgan Stanley
Allison Williams Fogg is a financial advisor at Morgan Stanley with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with a combined tenure of 17 years across those roles. Her credential includes the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 employs a structured financial planning process that incorporates firm-approved tools and models.
Ross W
Series 63, Series 65
Lafayette, LA
Morgan Stanley
Ross Woodring is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory work, Woodring is a partner in Ragin Cages, LLC, a recreation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range 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 employs structured planning tools and modeling techniques as part of its financial planning process.
Kelly S
Series 63, Series 66
Lafayette, LA
Morgan Stanley
Kelly Stoutes is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as an officer of Stoutes Enterprises, Inc., an insurance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and analysis.
Lacy F
Series 63
Lafayette, LA
Morgan Stanley
Lacy Foreman Labbe is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney prior to her current roles. Outside of her advisory work, she is the sole proprietor of a construction and engineering business in Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
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