Mandeville, LA Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

34

Of 23,178 advisors across 1,024 offices

Location

1261 West Causeway Approach

Mandeville LA 70471

Advisors at this office

34

Advisors at this office

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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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