Lake Charles, LA William Street Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,197

Across 1,019 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

1450 William Street, 3rd Floor

Lake Charles LA 70601

Advisors at this office

22

Advisors at this office

user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
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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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
user avatar

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.

General estate planning guidance
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