Shreveport, LA Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

7

Of 23,178 advisors across 1,024 offices

Location

333 Texas Street, Regions Tower

Shreveport LA 71101

Advisors at this office

7

Advisors at this office

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Mickel H

Series 66

Shreveport, LA

Morgan Stanley

Mickel Husted Jr. is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently affiliated with Morgan Stanley in Shreveport, LA, having previously worked at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services that include estate planning and corporate financial planning agreements.

General estate planning guidance
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Jonathan S

CFP®, Series 66

Shreveport, LA

Morgan Stanley

Jonathan Simonton is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Morgan Stanley in Shreveport, LA, having previously worked at Bank of America, Merrill, and Grind Capital. Outside of his advisory role, he is a 50% owner of a limited liability company that holds land and oil and gas royalties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Stephanie W

Series 66

Shreveport, LA

Morgan Stanley

Stephanie Wiggins is a Series 66-registered financial advisor with Morgan Stanley in Shreveport, LA, where she has worked since 2017. She has seven years of industry experience, including two years at Regions Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving 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 offers financial plans supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Catherine M

Series 63, Series 65

Shreveport, LA

Morgan Stanley

Catherine Mitton is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
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Kathleen M

Series 66

Shreveport, LA

Morgan Stanley

Kathleen Mitton is a Series 66 credentialed financial advisor at Morgan Stanley with 19 years of industry experience. She previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

General estate planning guidance
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James W

Series 63, Series 65

Shreveport, LA

Morgan Stanley

James Watts is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, with prior roles at Bank of America and Merrill. Outside of finance, he is the managing member of Laura G. Watts Paintings, an art and culture business based in Shreveport, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Julia S

Series 66

Shreveport, LA

Morgan Stanley

Julia Stockton is a financial advisor with Morgan Stanley in Shreveport, Louisiana, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill Lynch from 2004 to 2020 before joining Morgan Stanley in 2020. Outside of her advisory role, she serves as a board member for The Arc Caddo-Bossier, a nonprofit that provides services for individuals with developmental disabilities. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using proprietary tools and serves clients through various integrated investment and planning services.

General estate planning guidance
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