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Tiffany L
Series 66
Mandeville, LA
Morgan Stanley
Tiffany Lauro is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.
Oscar H
Series 63
Mandeville, LA
Morgan Stanley
Oscar Hernandez is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory role, Hernandez serves as a commissioner and finance committee member for St. Tammany Corp in Mandeville, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.
Richard L
Series 66
Mandeville, LA
Morgan Stanley
Richard Looper is a financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, following six years as a self-employed professional. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.
Donald I
Series 63
Mandeville, LA
Morgan Stanley
Donald Irwin Jr. is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a broad range of retail and institutional offerings.
Michelle W
Series 66
Mandeville, LA
Morgan Stanley
Michelle Warshauer is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, prior to which she was with CitiGroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques, with clients responsible for implementation and updates.
Andrew T
Series 65, Series 63
Mandeville, LA
Morgan Stanley
Andrew Tarbell is a financial advisor with Morgan Stanley in Mandeville, LA. He holds Series 63 and Series 65 licenses and has professional experience including nine years with Major League Soccer prior to joining Morgan Stanley and its Private Bank in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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, model-driven planning process.
Devin L
Series 63, Series 66
Mandeville, LA
Morgan Stanley
Devin Ladner is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Hancock Investment Services. He serves as a board member for the Hurricanes Swim Club in Slidell, Louisiana. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets.
William R
Series 66
Mandeville, LA
Morgan Stanley
William Rudolph is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Creative Artists Agency and the University of Alabama. 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 structured planning tools and models as part of its advisory services.
Richard W
ChFC®, Series 63, Series 65
Mandeville, LA
Morgan Stanley
Richard Wilson is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Wilson has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. 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 models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.
Trisha C
Series 66
Mandeville, LA
Morgan Stanley
Trisha Clark is a financial advisor at Morgan Stanley in Mandeville, LA, with 17 years of experience at the firm. She holds a Series 66 designation. 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 manages approximately $2.74 trillion in client assets.
Stacy L
Series 63
Mandeville, LA
Morgan Stanley
Stacy Locicero is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies.
Monica C
Series 66
Mandeville, LA
Morgan Stanley
Monica Contreras is a Series 66-licensed financial advisor with Morgan Stanley, based in Mandeville, LA, bringing 20 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.
John L
Series 66
Mandeville, LA
Morgan Stanley
John Lobdell is a Series 66-licensed financial advisor with Morgan Stanley in Mandeville, Louisiana, bringing 24 years of industry experience. He has worked with Morgan Stanley since 2012 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner in Lobdell Holdings, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.
Michael P
Series 63, Series 65
Mandeville, LA
Morgan Stanley
Michael Plasko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, currently working at Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and utilizes firm-approved tools to model financial outcomes, offering services primarily in an advisory capacity.
Lindy G
Series 65, Series 63
Mandeville, LA
Morgan Stanley
Lindy Giambrone is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 65 and Series 63 licenses and having five years of industry experience. Prior to joining Morgan Stanley in 2023, Giambrone worked at Resource Bank for 14 years. She is also the owner of Standing in Your Power LLC, where she is involved in publishing self-empowerment materials, including a book and affirmation cards. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to assist clients in developing financial plans.
Keyan C
Series 63, Series 66
Mandeville, LA
Morgan Stanley
Keyan Cooper is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.
Marcus L
Series 63, Series 66
Mandeville, LA
Morgan Stanley
Marcus Lyman II is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Vice President of Lyman Agency, Inc. and is involved with the finance committee at Northlake Christian School in Covington, Louisiana. Morgan Stanley Wealth Management provides a wide array of advisory programs to both 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 offers services through both direct and corporate financial planning agreements.
Michele B
Series 63, Series 66
Mandeville, LA
Morgan Stanley
Michele Berthelot is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She 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 with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.
Tonya U
Series 66
Mandeville, LA
Morgan Stanley
Tonya Umbehagen is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 66 credential and 16 years of industry experience. She previously spent 14 years at Merrill before joining Morgan Stanley in 2024. Outside of her advisory role, she is involved with Plexus as a wholesaler of health products like vitamins and probiotics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations to model financial outcomes.
Elizabeth W
Series 63
Mandeville, LA
Morgan Stanley
Elizabeth Wax is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Burns Estate Planning & Wealth Advisors and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations and Secular Return Estimates. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and broker-dealer platforms.
Bentley H
Series 66
Mandeville, LA
Morgan Stanley
Bentley Harvey III is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Asset Planning Services from 2014 to 2017. He holds a Series 66 designation. 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 customized financial planning that utilizes firm-approved tools and investment modeling techniques.
Charleen G
Series 63
Mandeville, LA
Morgan Stanley
Charleen Gustafson is a financial advisor at Morgan Stanley in Mandeville, LA, holding a Series 63 designation and having 19 years of industry experience. She has worked at Citigroup Global Markets since 2006. 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 planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-related financial planning agreements.
Chris D
Series 66
Mandeville, LA
Morgan Stanley
Chris Dupassage is a financial advisor with Morgan Stanley, holding a Series 66 designation and over 28 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 beginning in 2006. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.
Jessica W
Series 63
Mandeville, LA
Morgan Stanley
Jessica Williams is a financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets beginning in 2007. Williams holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
Edgar R
Series 63, Series 65
Mandeville, LA
Morgan Stanley
Edgar Rudolph II is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2022 and joined Morgan Stanley in 2022, where he serves in the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer that provides comprehensive advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.
George L
Series 63, Series 66
Mandeville, LA
Morgan Stanley
George Lampard III is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Lampard is also a partner in a non-investment-related LLC, Lampard-Cressend LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools in its services.
Thomas F
Series 66
Mandeville, LA
Morgan Stanley
Thomas Ford is a Series 66-licensed financial advisor with 18 years of industry experience, currently serving clients through Morgan Stanley in Mandeville, LA. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm’s financial planning involves structured discovery and firm-approved tools, providing tailored plans supported by macro-level modeling techniques, while clients retain responsibility for plan implementation.
Michael B
Series 66
Mandeville, LA
Morgan Stanley
Michael Buise is a Series 66-licensed financial advisor with Morgan Stanley in Mandeville, LA, bringing 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he owns a property management business in New Orleans. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using advanced modeling tools and manages approximately $2.74 trillion in client assets.
Rudolph J
Series 63
Mandeville, LA
Morgan Stanley
Rudolph Johnson III is a financial advisor with Morgan Stanley in Mandeville, LA, holding a Series 63 designation and bringing 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved as a sole proprietor managing a vacation rental property in Destin, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and 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 planning process using firm-approved tools and market modeling.
Geneva R
Series 63, Series 65
Mandeville, LA
Morgan Stanley
Geneva Rougeou is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved with a seed funding venture named Taylor Lauryn in Covington/Mandeville. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a variety of advisory programs supported by structured planning tools and broad asset management capabilities.
Gavin C
Series 63, Series 65
Mandeville, LA
Morgan Stanley
Gavin Cummiskey is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as Treasurer of the Metairie Ridge Hunting Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 supported by its Global Investment Committee.
Glenn T
Series 66
Mandeville, LA
Morgan Stanley
Glenn Towles is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2023, following roles at Morgan Stanley Smith Barney LLC and TD Ameritrade. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual plans and corporate financial planning agreements.
Blaise E
Series 63, Series 65
Mandeville, LA
Morgan Stanley
Blaise Ernst is a financial advisor with Morgan Stanley in Mandeville, LA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2008, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved as a partner in Fly Away Aviation, LLC, a company that houses an airplane. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery and proprietary tools, offering a range of services including estate planning strategies and access to investment products and programs.
Camille W
Series 66
Mandeville, LA
Morgan Stanley
Camille Walther is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is involved in notary work in Mandeville, Louisiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee to assist clients.
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