Scott Duplantis

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

Contact Me
Scott Duplantis


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.



Morgan Stanley 

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

JPMorgan Securities LLC

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



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



  • 301 Congress Avenue Suite 1400
  • Austin, TX 78701


    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


    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


    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.

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