Drew Jardine, CFP®, CTFA

Vice President, Financial Advisor

Contact Me
Drew Jardine, CFP®, CTFA


Customized investment and financial strategies for clients like you

My Story and Services


My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Access to Private Banking >

Services Include

  • Wealth Consulting
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Professional Portfolio Management
  • Retirement Planning
  • Trust Accounts
  • Trust Services*

Securities Agent: AR, CA, DC, FL, GA, IL, IN, LA, MA, MD, MS, NC, NY, OH, OK, PA, SC, TN, TX, VA, WA; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1253042

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


Born and raised in south Georgia, Drew has called the New Orleans area home since 1976. A veteran of the financial services industry, Drew’s career spans over 40 years. After having spent nearly three decades in banking—much of that time in senior management roles—he joined Morgan Stanley’s predecessor firm, Legg Mason, as a financial advisor in 2005. Drawing on his extensive experience, Drew focuses on assisting clients with a broad range of financial services, such as retirement and education planning, wealth management and insurance.

Drew received his Bachelor of Arts degree in Economics from Mercer University in 1969, and earned his MBA in Finance from Georgia State University in 1973. He is a Vietnam War veteran, having served in the U. S. Army in 1970 and 1971. In addition to his vast experience, Drew holds the unique distinction being both a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED TRUST & FINANCIAL ADVISOR, allowing him to advise clients on a wide range of subjects.

Drew and his wife Julie currently reside in Mandeville, Louisiana, a suburb of New Orleans.



  • MBA - Finance, 1973
    Georgia State University
  • Bachelor of Arts - Economics, 1969
    Mercer University
  • Life, Health, Variable Annuity and Long Term Care Insurance Licensed
  • Series 7 - General Securities Representative
    Series 24 - General Securities Principal
    Series 31 - Managed Futures & Commodities
    Series 66 - Combined Investment Advisory Agent & Uniform State Exam



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


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

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


    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

    More From Morgan Stanley

    Ready to start a conversation? Contact Drew Jardine, CFP®, CTFA today.

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    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.

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    *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.

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