New Orleans, led by Complex Manager Andy Black, has been named “Complex of the Year” by Morgan Stanley Wealth Management.
This prestigious award, announced at a recent national meeting in Phoenix, is given annually to the office complex with the strongest performance in key criteria such as growth of client assets, retention and recruitment of financial advisors, and increases in revenues, profitability and productivity.
“We are extremely proud of the performance achieved by all of the dedicated professionals in the New Orleans Complex. They work diligently every day to serve the wealth management needs of clients throughout Louisiana, and their dedication inspires all of us at Morgan Stanley Wealth Management,” said Bill McMahon, Midwest/Southern Division Director.
“I am proud of our team and what we have accomplished. Working together, we are committed to making Morgan Stanley the firm of choice for both clients and financial advisors seeking the highest standard of wealth management,” said Andy Black, Complex Manager.
The New Orleans Complex has 141 financial advisors serving clients with over $16 billion in assets maintained at Morgan Stanley.
The complex consists of eight offices at the following locations:
- New Orleans:
Branch/Complex Manager: Andy Black
1100 Poydras St., Ste. 1900
New Orleans, LA 70163
(504) 585-3900
- Mandeville:
Branch Manager: James Walther
1261 West Causeway Approach
Mandeville, LA 70471
(985) 624-6900
- Houma:
Branch Manager: Tim Emerson
1340 West Tunnel Blvd.
Houma, LA 70360
(985) 868-5250
- Lafayette:
Branch Manager: Randy Landry
400 E. Kaliste Saloom Rd., Ste. 1700
Lafayette, LA 70508
(337) 232-7160
- Lake Charles:
Branch Manager: Powell Smith
3101 Lake St., 2nd Fl.
Lake Charles, LA 70606
(337) 495-0191
700 Pujo St.
Lake Charles, LA 70601
(337) 439-9461
- Baton Rouge:
Branch Manager: Aaron Stanford
8550 United Plaza Blvd.
Baton Rouge, LA 70809
(225) 237-3100
450 Laurel St., 18th Fl.
Baton Rouge, LA 70801
(225) 387-5684
*Effective March 1, 2014, Baton Rouge Offices will be consolidating into one new location:
400 Convention St., Ste. 400
Baton Rouge, LA 70808
(225) 237-3100
(225) 387-5684
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
Contact: Complex Manager, Andy Black, 504.585.3953
©2014 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 822846 02/2014