Matthew Doucet, CEPA®
Senior Vice President, Wealth Management, Financial Advisor, Certified Exit Planning Advisor™ (CEPA), Portfolio Manager, Workplace Advisor - Equity Compensation
Acadiana Legacy Group at Morgan Stanley
Our Mission Statement
Partnering together to ensure financial peace of mind for our clients by delivering tailored advice and creating a legacy for generations to come.
Our Story and Services
Our team of experienced financial advisors is committed to building long-term relationships with clients based on trust, transparency, integrity, and a dedication to providing exceptional service and support every step of the way. We thoughtfully address all aspects of our clients' financial lives, including investment management, retirement planning, estate planning, tax planning, risk management, and philanthropy.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
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Morgan Stanley provides clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
Global Investment Committee Weekly Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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2023 Tax Tables
If you're interested in seeing the updated tax tables and other details for 2023, see all additional information here.
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2024 Forbes Top Next-Gen Wealth Advisors Best-in-State
Matt Doucet- 2024
Data provided by SHOOK Research, LLC. Data as of 3/31/24. Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
View the ListData provided by SHOOK Research, LLC. Data as of 3/31/24. Source: Forbes.com (August, 2024). SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor.
2023 Forbes Best-In-State Wealth Advisors
Matthew Doucet- 2023
Source: Forbes.com (Awarded Apr 2023). Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
View the ListSource: Forbes.com (Awarded Apr 2023). Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
2022 Forbes Top Next-Gen Wealth Advisors Best-in-State
Matthew Doucet- 2022
Source: Forbes.com (Awarded Aug 2022). Data compiled by SHOOK Research LLC based on time period from 3/21/21 – 3/31/22.
View the ListSource: Forbes.com (Awarded Aug 2022). Data compiled by SHOOK Research LLC based on time period from 3/21/21 – 3/31/22.
Certified Exit Planning Advisor (CEPA)
Matthew Doucet
Certified Private Wealth Advisor (CPWA)
Kevin Cook
Chartered Retirement Plan Specialist (CRPS)
Kevin Cook
Accredited Asset Management Specialist (AAMS)
Kevin Cook
Jeffrey White
Lacy Foreman Labbe
Jeffrey White
Lacy Foreman Labbe
Location
400 E Kaliste Saloom Rd
Ste 1200
Lafayette, LA 705083298
US
Direct:
(337) 267-2580(337) 267-2580
Meet Acadiana Legacy Group
Kevin Cook, CPWA®, CRPS®
Senior Vice President, Wealth Management, Financial Advisor, Certified Private Wealth Advisor®, CHARTERED RETIREMENT PLANS SPECIALIST
Phone:
(337) 267-2576(337) 267-2576
Lacy Foreman Labbe
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Manager
Phone:
(337) 267-2578(337) 267-2578
Jeffrey White
Vice President, Financial Advisor
Phone:
(337) 267-2579(337) 267-2579
Nanette Maedgen
Wealth Management Associate
Phone:
(337) 267-2580(337) 267-2580
Katelan Caffey
Client Service Associate
Phone:
(337) 267-2581(337) 267-2581
About Matthew Doucet
As a Senior Vice President and Portfolio Manager for the Acadiana Legacy Group, Matt is grateful for the opportunity to work with successful individuals, families, and business owners to provide uniquely personalized advice through a disciplined wealth management process. Within his focus of portfolio construction, Matt implements all discretionary portfolio management for the team under Morgan Stanley’s Portfolio Management program. He also takes a lead role in identifying alternative investment opportunities outside of traditional fixed income and equity markets.
Going beyond investment management, as a Certified Exit Planning Advisor Matt has a deep understanding of how to help surround business owners with the best resources when the critical time arrives to sell their business or raise capital. Connecting this Exit Process with holistic wealth and cash flow planning ensures the successful transition from wealth creation to sustainability.
Matt is a graduate of the UL Lafayette, earning a B.S. degree in Business with a focus in Land and Resource Management and Finance. His unique background in understanding resource utilization, as well as financial markets, plays a key role in enhancing his relationship with clients.
Born and raised in Lafayette, Matt attended St. Thomas More High School. While hunting and fishing are favorite hobbies, close friends know that spending time with his wife, Kaylin, and 3 children is where Matt’s true dedication lies.
Professional Details:
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health & Variable Annuity Insurance Licensed
- Forbes Top Next-Gen Wealth Advisors Best-In-State (2024)
Source: Forbes.com (Awarded AUG 2024). Data compiled by SHOOK Research LLC based on time period from 3/21/23 – 3/31/24.
Awards Disclosures | Morgan Stanley
- Forbes Best-In-State Wealth Advisors (2023)
Source: Forbes.com (Awarded APR 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
- Forbes Top Next-Gen Wealth Advisors Best-In-State (2022)
Source: Forbes.com (Awarded AUG 2022). Data compiled by SHOOK Research LLC based on time period from 3/21/21 – 3/31/22.
Awards Disclosures | Morgan Stanley
Going beyond investment management, as a Certified Exit Planning Advisor Matt has a deep understanding of how to help surround business owners with the best resources when the critical time arrives to sell their business or raise capital. Connecting this Exit Process with holistic wealth and cash flow planning ensures the successful transition from wealth creation to sustainability.
Matt is a graduate of the UL Lafayette, earning a B.S. degree in Business with a focus in Land and Resource Management and Finance. His unique background in understanding resource utilization, as well as financial markets, plays a key role in enhancing his relationship with clients.
Born and raised in Lafayette, Matt attended St. Thomas More High School. While hunting and fishing are favorite hobbies, close friends know that spending time with his wife, Kaylin, and 3 children is where Matt’s true dedication lies.
Professional Details:
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health & Variable Annuity Insurance Licensed
- Forbes Top Next-Gen Wealth Advisors Best-In-State (2024)
Source: Forbes.com (Awarded AUG 2024). Data compiled by SHOOK Research LLC based on time period from 3/21/23 – 3/31/24.
Awards Disclosures | Morgan Stanley
- Forbes Best-In-State Wealth Advisors (2023)
Source: Forbes.com (Awarded APR 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.
- Forbes Top Next-Gen Wealth Advisors Best-In-State (2022)
Source: Forbes.com (Awarded AUG 2022). Data compiled by SHOOK Research LLC based on time period from 3/21/21 – 3/31/22.
Awards Disclosures | Morgan Stanley
Securities Agent: WV, NC, IN, HI, TX, NY, WA, TN, MS, CO, OR, OK, GA, FL, VA, LA, CA, AR, AL, PA, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 2490364
NMLS#: 2490364
About Kevin Cook
Meet Kevin, a highly experienced wealth advisor with over 25 years of experience in the financial industry. Kevin began his career in 1998 after earning a Bachelor of Business Administration (BBA) degree from Sam Houston State University. His educational background and experience have helped him become a knowledgeable and reliable financial advisor.
Kevin has earned several certifications that demonstrate his expertise in the wealth management industry. He holds a Certified Private Wealth Advisor (CPWA) designation, which indicates his advanced knowledge of wealth management strategies for high-net-worth families, including investment management, estate planning, and risk management. Additionally, he is a Chartered Retirement Plans Specialist (CRPS), which indicates his expertise in designing and managing retirement plans for businesses and individuals.
In addition to his financial experience, Kevin is an active member of his community. He serves on multiple corporate and non-profit boards, providing valuable insights and guidance to organizations in various industries. His dedication to his clients and community has earned her a reputation as a trusted and reliable advisor.
When he’s not working or serving on boards, Kevin enjoys spending time with his family, traveling, and exploring new cultures. He is committed to lifelong learning and continually strives to expand his knowledge and skills to better serve his clients.
Kevin has earned several certifications that demonstrate his expertise in the wealth management industry. He holds a Certified Private Wealth Advisor (CPWA) designation, which indicates his advanced knowledge of wealth management strategies for high-net-worth families, including investment management, estate planning, and risk management. Additionally, he is a Chartered Retirement Plans Specialist (CRPS), which indicates his expertise in designing and managing retirement plans for businesses and individuals.
In addition to his financial experience, Kevin is an active member of his community. He serves on multiple corporate and non-profit boards, providing valuable insights and guidance to organizations in various industries. His dedication to his clients and community has earned her a reputation as a trusted and reliable advisor.
When he’s not working or serving on boards, Kevin enjoys spending time with his family, traveling, and exploring new cultures. He is committed to lifelong learning and continually strives to expand his knowledge and skills to better serve his clients.
Securities Agent: WV, WA, PA, OR, OK, NY, MS, LA, KY, IN, GA, FL, CO, CA, AR, TX, AL, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2549342
NMLS#: 2549342
About Lacy Foreman Labbe
Securities Agent: CO, WV, IN, WA, OK, CA, OR, KY, GA, NY, MS, LA, HI, AR, TX, FL, AL, VA, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 2450721
NMLS#: 2450721
About Jeffrey White
For more than 15 years, Jeff has been earning the trust of his clients with a collaborative approach to wealth management. His mission is to simplify clients’ lives by helping them view their complete financial picture and implementing the essential tools to achieve their financial goals.
Appreciating the intricacies of a holistic financial planning approach, Jeff, and his colleagues, created Acadiana Legacy Wealth Management at Morgan Stanley, in order to provide their clients with an unrivaled advantage to achieving financial success.
Jeff is a graduate of University of Louisiana – Lafayette and resides in Lafayette with his wife, Hollie and their three children, Noah, Harper and Henlee. In his free time Jeff enjoys sports and traveling with his family.
Appreciating the intricacies of a holistic financial planning approach, Jeff, and his colleagues, created Acadiana Legacy Wealth Management at Morgan Stanley, in order to provide their clients with an unrivaled advantage to achieving financial success.
Jeff is a graduate of University of Louisiana – Lafayette and resides in Lafayette with his wife, Hollie and their three children, Noah, Harper and Henlee. In his free time Jeff enjoys sports and traveling with his family.
Securities Agent: VA, WI, FL, TX, NY, IN, CO, WV, LA, CA, PA, KY, AR, AL, OR, OK, MS, HI, GA, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 2502057
NMLS#: 2502057
Contact Matthew Doucet
Contact Kevin Cook
Contact Lacy Foreman Labbe
Contact Jeffrey White
Wealth Management
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Financial Planning for Life After Selling a Business
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1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
