Houma, LA Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,206

Across 1,016 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

Location

1214 St. Charles Street

Houma LA 70360

Advisors at this office

4

Advisors at this office

user avatar

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
user avatar

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
user avatar

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
user avatar

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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