The Audubon Group at Morgan Stanley

Contact Us
The Audubon Group


Client-Focused and Solutions-Oriented in our efforts toward delivering financial excellence.

Our Story and Services

The Audubon Group

The Audubon Group is a diverse, talented team of Financial Advisors that work with of a select group of individuals, businesses and their families. Our deep commitment to our clients is simple – our team delivers a breadth and depth of experience and financial services to our clients and their families, helping them achieve their desired goals while removing life’s uncertainties.

We are a credentialed team with extensive knowledge, and the ability to leverage global resources and a vast array of exclusive broad-based solutions. Our relentless focus on being your “personal CFO” is demonstrated by our:
Comprehensive Approach
• Our commitment to understanding starts through our personalized discovery process by taking the time to listen and learn about you and your family’s needs, wants, desires and risk preferences.
• We then build a goals-based plan, leveraging the power of our investment discipline, access to innovative solutions and technology in an effort to help you grow your wealth and plan for life's changes.
• Supported by our clients’ trusted advisors—attorneys, accountants and estate planners—we work collaboratively to help navigate complex issues and provide meaningful advice to help preserve and grow your wealth with transparency and objectivity.  

Commitment to You
• Regular, proactive communication helps clients better understand their evolving circumstances, adapt to life’s changes, and stay on track with their goals.
• We provide ongoing client education and counseling to help simplify complex decisions and transitions.
• Our commitment to our clients serves as the foundation for our guiding principles and is supported by our personal integrity, competency, and empathy.
• We strive to be your essential resource in your life today and for generations to come.

Services Include

  • 401(k) Rollovers
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Corporate Bonds
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Process

Our first step in working with clients is to develop a thorough understanding of their lives, including the people, activities, ideas, and organizations most important to them. We help our clients articulate, prioritize, and quantify their financial goals. We then conduct a thorough analysis of their assets and liabilities. We stress-test their investments to ensure they are protected as life and the markets change. We also assess their insurance policies for any gaps in coverage.

After completing our analysis, we create a written financial analysis and plan. This analysis can identify areas of weakness that need improvement. We are able to calculate the probability of success of our clients reaching their goals. We then lay out the steps necessary to increase this probability through the variables clients can control, such as savings rates, spending habits, and investment allocation. We also consider the impact of inflation and taxes over time.

We then work with our clients to implement these strategies. This includes general budgeting and spending advice, as well as more specific, investment-related direction. Our investment strategies are crafted through the lens of the research of Morgan Stanley’s Global Investment Committee. We make changes to these portfolios over time, as market conditions evolve.

Through our deep financial planning process, we are able to provide meaningful, tailored advice and leave a lasting impact on the lives we touch.



  • 1100 Poydras St Ste 1900
  • New Orleans, LA 70163

    Meet The Audubon Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Audubon Group today.

    Dow    -460.19


    Nasdaq    -196.29


    S&P 500    -54.17

    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures