New Orleans, LA Office

Andrew Black Jr. is a financial advisor at Morgan Stanley in New Orleans, LA, with 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner in Offshore Unlimited, a recreational investment venture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of financial advisory programs and tailored planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and research to support its financial planning process.

Wilfred Kullman Jr. is a financial advisor at Morgan Stanley with 57 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2009. He is based in New Orleans, LA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate market outcome modeling.

William Oakland is a financial advisor with Morgan Stanley in New Orleans, LA. He holds a Series 66 designation and has 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and uses firm-approved tools and models, such as Monte Carlo simulations, to support its planning process.

Sean Spratt is a financial advisor at Morgan Stanley with 21 years of industry experience. He has been associated with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following an earlier tenure at Citigroup Global Markets starting in 2005. He holds Series 63 and Series 65 designations. 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 and financial planning services supported by structured processes and planning tools, managing approximately $2.74 trillion in client assets.

Alexander Traina is a financial advisor at Morgan Stanley in New Orleans, LA, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience in the metals industry with firms including Phoenix Metals Company and Kloeckner Metals Corporation. 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 supported by firm-approved analytical tools.

William Crosby is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley and has previously worked at Regions Bank, Cetera Investment Services, and Hancock Whitney Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, 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 market modeling techniques.

Rachael Schorr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and Corporate Financial Planning agreements with employers.

Susan Battistella is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1988. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and methodologies such as Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Michael Kreeger is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009, including roles at the Morgan Stanley Private Bank, National Association since 2017. Based in New Orleans, LA, Kreeger's background is focused within a single large institutional firm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 employs a structured financial planning process that includes firm-approved tools and models to support client outcomes.

Anton Strumphler is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at UBS Financial Services Inc. from 2007 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. He holds Series 63 and Series 66 designations and is based in New Orleans, LA. 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 firm-approved tools and a structured discovery process.

Michael Flynn is a financial advisor with Morgan Stanley in New Orleans, LA, holding a Series 63 designation and bringing 47 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 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling to support their financial planning process.

Daniel Hudson is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in managing real estate through several family-owned enterprises. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides its planning services primarily in an advisory capacity.

James Roddy Jr. is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is a sole owner and landlord of rental properties in New Orleans and Metairie. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a range of advisory programs. The firm employs structured planning tools and investment estimates to model outcomes, managing approximately $2.74 trillion in client assets.

Emile Louapre is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Louapre serves on the advisory board of Flipped Car Marketing and is a board member of Notel Motel, where he also participates in musical entertainment as a drummer and singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and modeling techniques.

Donald Espenan is a financial advisor with Morgan Stanley in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, having previously been with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to support its planning process.