Scott Duplantis

CPM, First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager

Contact Me
Scott Duplantis

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

As a First Vice President of Wealth Management, Financial Advisor, and Senior Portfolio Manager, I focus on providing wholesome, complete family wealth management. I help my clients by implementing their custom goals-based wealth plan. Together my clients and I discover, design, and develop investment solutions designed to help them reach all financial goals, while creating a family legacy.

My wife Vicki, along with our two sons Talon and Drake, enjoy traveling especially to Cubs games at Wrigley Field. In my free time I enjoy coaching their baseball teams, running, and watching live music in Austin.

I am currently accepting new clients and appreciate introductions. I welcome the opportunity to meet you, learn about your unique situation, and explore how I can help. 

Access to Private Banking >

Services Include

  • Professional Portfolio Management
  • Retirement Planning
  • 401(k) Rollovers
  • Alternative Investments
  • Exchange Traded Funds
  • Fixed Income
  • Municipal Bonds
  • Annuities
  • Planning for Education Funding
  • Long Term Care Insurance
  • Foreign Exchange
  • Lending Products
  • Certificates of Deposit
  • Defined Contribution Plans
  • Life Insurance
  • Corporate Retirement Plans

Securities Agent: AL, AZ, CA, DE, IL, IN, LA, MA, NJ, NY, OR, SC, TX, VA; General Securities Representative; Investment Advisor Representative

NMLS#: 1347346


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

Working With You

Working With You

My philosophy is the relationship between myself and my clients should be the core principle in everything I do. My commitment is to actively listen to clients and ask questions to best understand your short term and long term needs. After assessing your financial and life goals, I will help you define what is most important to you and then formulate a comprehensive wealth management strategy are suited for your needs.

What are the top wealth management issues we all face today? Investments, retirement planning, managing debt, stock options, employment retirement plans, business succession planning. I can assist in finding the solutions to each area of focus.

Every person’s situation is unique; your wealth management should be too.

Financial advising and wealth management should be tailor-made with most comprehensive options available in the industry. My ability to leverage the global investment resources of Morgan Stanley provides a customized approach with the backing of the premier international wealth management firm.

Service is paramount in my practice. I've always strived to be very accessible and responsive to client's needs. Concurrently, I meet with all of my clients on regular intervals while making sure I can provide continuing relevant information pertinent to your needs.

I look forward to working with you and the ones you care about for many years to come.

Experience

Experience

Morgan Stanley 

Financial Advisor | First Vice President
February 2014 - Present
Austin, TX

JPMorgan Securities LLC

December 2003 - February 2014
Austin, TX | Thibodaux, LA

Education

Education

  • Master of Business Administration | Nicholls State University
  • Bachelor of Science | College of Business Administration | Nicholls State University
  • Portfolio Manager Certification

Location

Location

  • 301 Congress Avenue Suite 1400
  • Austin, TX 78701


    Family

    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

    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

    Retirement

    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

    Investing

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

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

    Ready to start a conversation? Contact Scott Duplantis today.

    Dow    -.65

    25063.85
    3:34PM

    Nasdaq    -2.35

    7822.95
    3:34PM

    S&P 500    -1.75

    2802.74
    3:34PM
    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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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