Baton Rouge, LA Office

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 14 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. 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.

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® with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2022. Prior to this, she spent 10 years at JPMorgan Securities LLC. 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 structured discovery processes and firm-approved tools. 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.