OUR MISSION STATEMENT
Client-Focused and Solutions-Oriented in our efforts toward delivering financial excellence.
Client-Focused and Solutions-Oriented in our efforts toward delivering financial excellence.
The Audubon Group is a diverse talented team of Family Wealth Managers that oversee the finances 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 client and their families to help achieve their desired goals while helping to remove life’s uncertainties.” Our relentless focus on being your “personal CFO” is demonstrated by our:
• We are a credentialed team with extensive knowledge, “grizzled” experience, judgment and the ability to leverage global resources and a vast array of exclusive broad-based solutions.
• Supported by our clients’ trusted advisors, we work collaboratively to help navigate complex issues and provide meaningful advice to help preserve and grow your wealth with transparency and objectivity.
• 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 and provide the power of our investment discipline and access to innovative solutions to help grow and adapt to the life changes and life stages each of our clients experience. •
• Our holistic approach provides ongoing client education and counseling to help simplify complex decisions and transitions
Commitment to You
• Regular, proactive communications help clients better understand their evolving circumstances, adapt to life’s changes, and stay on track with their goals.
• 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.
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.
Mr. Wilson was trained and licensed in 1981, with Bache, Halsey, Stuart, Shields, in New Orleans, then moved to EF Hutton in New Orleans in 1984. Dean has remained with the same contiguous firm since that time. The focus of Dean’s business during his career has been to help guide clients in building financial plans to accumulate wealth toward retirement, then assist in managing investment portfolios for income-with-growth through the retirement years. Dean has succeeded in building a business of High Net Worth individuals and continues to grow the business through the extended families of clients and referrals of their friends and co-workers. Dean’s responsibilities include oversight of the investment directions of our team, and working with High Net Worth clients in building and managing portfolios throughout their lifetime. Dean graduated with a BS in Education from Bethel College, McKenzie, TN, in 1978.
Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV; General Securities Representative; Investment Advisor Representative
My responsibilities include, but are not limited to, working with high net worth clients on developing long term plans in an effort to helop grow, manage, and share their wealth through the various stages of their lives. An important part of this process includes risk identification, risk management and/or risk mitigation.
Over the years, I have found that a deep understanding of your needs, wants, desires, goals, and dreams is critical to our ability to leverage the full power of Morgan Stanley to your benefit. By taking the time to listen to you, guide you down a path of discovery, and more fully understanding your goals I have the opportunity to craft a plan that brings the right tools and strategies to help maximize your potential to fulfill those dreams.
Prior to joining the financial services industry, I held executive and senior management positions with firms in the insurance, software development, and internet technology space in Chicago, Oakland, and Austin. I joined Morgan Stanley in 2003 and achieved the Certified Financial Planner designation in 2007.
As my daughter is up and coming equestrian, horses have become one of my passions and you will find me on most weekends mucking out stalls (keeps you humble), supporting her training or competitive efforts, and occasionally on top of one enjoying the partnership of man and horse. I always enjoy a great read and a good beach.
Securities Agent: AK, AL, AZ, CA, CO, FL, GA, HI, IL, IN, KS, LA, MA, MD, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
I work closely with clients to develop a thorough understanding of their goals and investment objectives. I build tailored investment portfolios to help client reach these goals. I also continuously monitor the investment strategies and work with clients to make changes when necessary.
Prior to joining Morgan Stanley, I was the Private Sector Development Coordinator at the NIMSAT Institute, working to create a Business Emergency Operations Center to assist in times of disaster. Prior to that position, I served as a Small Business Counselor at the Small Business Development Center while pursuing my MBA at LSU.
I also serve on the Steering Committee for the Young Benefactors Society of the National World War II Museum. In my free time, I enjoy traveling and spending time with my wife, Elyse and our dog, Deuce.
Securities Agent: AK, AL, AZ, CA, CO, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV; General Securities Representative; Investment Advisor Representative
I work with clients to help them articulate, prioritize, and focus on reaching their financial goals. As a team, we build financial plans that serve as a roadmap to measure our success toward these goals. As clients' lives change, I work with them to reevaluate our strategy to help ensure they are best positioned. On the team, one of my areas of focus is on annuities and insurance. When estate planning situations arise, I engage our specialist at Morgan Stanley to find the best solutions available. I also work with our leading Alternative Investments division for clients interested in alternative strategies.
My grandfather was the head of economics at Tulane University for many years, so working in this industry was a given. I remember countless dinner meals discussing elasticity, correlations, and supply and demand! Prior to Morgan Stanley, I worked for several years in my family's local trucking business. I graduated Magna Cum Laude from the University of New Orleans with a degree in Finance.
In my free time, I enjoy trying all of the wonderful new restaurants and events our city has to offer. I also enjoy travelling with my family.
Securities Agent: AK, AL, AR, AZ, CA, CO, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, WA, WV, WY; General Securities Representative; Investment Advisor Representative
I am a Senior Client Service Associate with The Audubon Group at Morgan Stanley. I bring over 30 years of experience to the group and am an integral part of the day to day operations. I have had several operations roles at Morgan Stanley, but my love for servicing clients ultimately brought me to the group. I pride myself on handling any client requests in an efficient and timely manner.
I am the proud mother of one daughter and one son and an even prouder grandmother of two granddaughters. When I’m not at work, I am spending time with my family.
I work on the operations side of our team to ensure everything is running smoothly behind the scenes. This involves a deep understanding of the Morgan Stanley platform. I enjoy getting to know our clients on a personal level when they call in to the office. I started my career in the financial industry in June 1997 with Legg Mason. I am fluent in English, as well as Spanish, my native language. I earned my Bachelors of Science Degree from the University of Phoenix. I enjoy listening to all types of music and traveling. I spend my free time reading, writing, gardening, and spending quality time with family.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
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