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Bradley H
Series 66
Lake Charles, LA
Morgan Stanley
Bradley Hanks is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. He holds the Series 66 designation and is based in Lake Charles, Louisiana. 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 methodologies, managing approximately $2.74 trillion in client assets.
Scott P
Series 66
Lake Charles, LA
Morgan Stanley
Scott Potter is a financial advisor with Morgan Stanley in Lake Charles, LA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. 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 and manages approximately $2.74 trillion in client assets.
Henry C
Series 63, Series 65
Lake Charles, LA
Morgan Stanley
Henry Chol is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Chol serves as a parishioner and trustee at Immaculate Conception Cathedral Church, a role he has held for 27 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.
Frank W
Series 63, Series 65
Lake Charles, LA
Morgan Stanley
Frank Wood Jr. is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within various divisions of Morgan Stanley since 2017, including the Morgan Stanley Private Bank. Before joining Morgan Stanley, he spent one year with the Diocese of Lake Charles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Emily S
Series 66
Lake Charles, LA
Morgan Stanley
Emily Sanders is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Federal Bank of Louisiana, and Waitr, Inc. Sanders also has experience in higher education through a role at McNeese State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Strekker P
Series 66
Lake Charles, LA
Morgan Stanley
Strekker Pryor is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2018. Pryor is also a partner in PQZ Properties, LLC, a real estate business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and advisory services through its extensive network of financial advisors.
Candace M
Series 65, Series 63
Lake Charles, LA
Morgan Stanley
Candace Moseley is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and five years of industry experience. She has been with Morgan Stanley since 2012. 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, including tailored financial planning supported by firm-approved tools, and manages approximately $2.74 trillion in client assets.
Erin A
Series 66
Lake Charles, LA
Morgan Stanley
Erin Allen is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2018, Erin worked for 21 years at Billy Navarre Chevrolet. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools along with the Global Investment Committee’s models to support its financial planning process.
Frank W
Series 63, Series 65
Lake Charles, LA
Morgan Stanley
Frank Wood is a financial advisor with Morgan Stanley in Lake Charles, LA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a notary and has involvement in family real estate and farmland management activities. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include various investment and planning strategies.
Samuel C
Series 66
Lake Charles, LA
Morgan Stanley
Samuel Chol is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 credential and ten years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 tailored financial planning, managing approximately $2.74 trillion in client assets.
Sandra D
Series 66
Lake Charles, LA
Morgan Stanley
Sandra Dally is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. In addition to her advisory work, she is a notary public in Lake Charles, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various delivery models including direct client relationships and corporate financial planning agreements.
Teresa L
Series 63, Series 65
Lake Charles, LA
Morgan Stanley
Teresa Lebert is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she serves as treasurer for the local chapter of the Catholic Daughters of America and works as a notary in Lake Charles, Louisiana. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and a structured discovery process.
Dianna D
Series 63, Series 66
Lake Charles, LA
Morgan Stanley
Dianna Duhon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2012. 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 uses structured planning tools such as Monte Carlo simulations and secular return estimates to support its financial planning process.
Jeri B
Series 63, Series 66
Lake Charles, LA
Morgan Stanley
Jeri Bostick is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. 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 and employs a structured financial planning process using firm-approved tools and modeling techniques.
John D
Series 65, Series 63
Lake Charles, LA
Morgan Stanley
John Doumite is a financial advisor at Morgan Stanley in Lake Charles, LA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at Lake Charles Regional Airport, Gigi's Downtown, Gray Plantation Golf Course, and Louisiana State University. 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 and offering a range of investment and planning solutions.
Griffon L
Series 66
Lake Charles, LA
Morgan Stanley
Griffon Lestage is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Brian Low Financial Group, and Empower Retirement. 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 utilizes structured planning tools supported by its Global Investment Committee.
Natalie G
Series 66
Lake Charles, LA
Morgan Stanley
Natalie Garrison is a financial advisor with Morgan Stanley in Lake Charles, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm emphasizes structured financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.
Melissa D
Series 63, Series 65
Lake Charles, LA
Morgan Stanley
Melissa Derouen is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase and Raymond James Financial Services. Outside of financial services, she has been involved with Lakeside Commercial Cleaners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.
William B
Series 63, Series 65
Lake Charles, LA
Morgan Stanley
William Battestin is a financial advisor at Morgan Stanley with 40 years of experience in the industry. He holds Series 63 and Series 65 credentials. His prior work includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and investment models.
John D
Series 66
Lake Charles, LA
Morgan Stanley
John Doumite is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and having 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved as a manager in a family-related rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its clients’ financial goals.
Frederick C
Series 66
Lake Charles, LA
Morgan Stanley
Frederick Carter is a financial advisor at Morgan Stanley with Series 66 credentials and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and provides investment advisory services without directly recommending individual securities as part of its standalone planning programs.
Jake H
Series 66
Lake Charles, LA
Morgan Stanley
Jake Hanks is a financial advisor at Morgan Stanley in Lake Charles, LA, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley and its Private Bank in 2025, he attended Louisiana State University from 2020 to 2025 and worked at the Lake Charles Racquet Club and St. Louis Catholic High School. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and market modeling techniques.
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