My Story and Services

Angelique G. Manne is a Senior Vice President, Insurance Planning Director, and Lending Specialist. She joined Morgan Stanley in 2016 after spending the previous 14 years with J.P. Morgan. She is Life, Health, and Annuity Insurance licensed and holds a Certified Financial Planner™ designation.

Angelique began her career in finance in 2001 as a Commercial Banking Development Analyst at Bank One. She subsequently transitioned to financial services, accepting a role as a Private Banker. In 2005, Bank One and J.P. Morgan merged, giving Angelique the opportunity to focus on investing and financial planning as a Vice President and Investment Advisor. Angelique attended the University of Denver where she received a Bachelor of Arts in Mathematics and later earned a Master of Science in Finance and Master of Business Administration.

Angelique is deeply committed to giving back to the community and continues to be an active member through various organizations. She is the Chair of the Capital United Way Women's United and is a member of the Board of the Baton Rouge Symphony League. In addition, she is the Chairman of the Finance Committee at St. George Catholic Church and sits on the School Finance Committee at St. George Catholic Church. Angelique is also a member of the Finance Committee for St. Joseph's Academy. In 2019, Angelique founded the Woman's Advisory Council at Morgan Stanley and Chaired the Women's Advisory Committee from 2019-2024.

Angelique and her husband, Gamon, have lived in Baton Rouge since 2007. They enjoy watching their son play in golf tournaments and daughter in horse shows.

2025 Forbes Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24.

2025 Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2025) Data compiled by SHOOK Research LLC for the period 9/30/23 - 9/30/24.

2024 Forbes Top Women Wealth Advisors Best-In-State
Source: Forbes.com (Awarded Feb 2024) Data compiled by SHOOK Research LLC for the period 9/30/22 - 9/30/23. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/

2019-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded June 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Securities Agent: AZ, DC, IL, NC, NY, MO, GA, OK, AR, SC, LA, CA, TN, KY, AL, OR, MS, FL, CO, UT, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 821707
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At Morgan Stanley, we value loyalty to each other and to the individuals and families we serve every day. Our dedicated team works closely with clients, providing personalized guidance and strategies tailored to their unique financial objectives. Through a variety of collaborative efforts, we are highly engaged in striving to create a better and brighter future for our clients.

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    Step 1: Discovery Meeting

    This in-depth conversation provides us with the opportunity to get to know you and your family, so that we may potentially develop strategies and customize the relationship to help best meet your needs.

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    Step 2: Receive Financial Statements

    After our Discovery Call, we will ask you to send us your Financial Statements. This will help us to determine your risk tolerance, analyze your current investment portfolio, develop an asset allocation strategy, and construct a tailored portfolio for you.

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    Step 3: Present Financial Plan

    Every client is provided with a financial plan. Doing this allows the team to understand our clients' goals and complete financial picture. After we provide a comprehensive Financial Plan, if everything is acceptable to you, we will continue on to the next step of our process.

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    Step 4: Implementation of Financial Plan

    Once client goals are determined, we will be able to create and maintain a proper asset allocation for each client. After comprehensive due diligence and analysis of expected results across multiple market scenarios are performed, strategies are chosen from our expansive investment platform.

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    Step 5: Ongoing Assessment & Monitoring

    We will conduct ongoing reviews and comprehensive reporting to help ensure that your strategy adapts to changing financial and family needs.

Our Key Services

We provide a wide array of services centered on your financial goals. We believe that identifying financial solutions begins with a solid understanding of each clients' situation, goals, objectives, and risk tolerance.

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    Estate Planning Strategies

    Everyone has a unique vision for their legacy. We can review your estate planning strategies in an effort to preserve, manage, and distribute your assets during and after your lifetime, while helping to mangage taxation. This can help to achieve your legacy and assist those you care about the most to preserve your wishes while also balancing the needs of your entire family. Connect with us to learn more about your options and next steps.

    Learn More About Legacy and Estate Planning
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    Executive Financial Services

    Through Morgan Stanley's Executive Financial Services Team, we can help corporate executives and key insiders effectively manage their equity compensation and complex financial needs.

    Learn More About Executive Financial Services
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    Financial Planning

    We're here to help manage the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, we're here for you.

    Learn More About Financial Planning
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    Professional Portfolio Management

    We study investment trends and leverage the global resources of Morgan Stanley to develop a personalized investment strategy. We'll develop a customized portfolio to help meet your requirements for growth, income, and wealth preservation within your risk constraints.

    View Our Brochure to Learn More About Professional Portfolio Management
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    Alternative Investments

    Morgan Stanley is a global leader in alternative investments, offering a comprehensive suite of products that encompasses both proprietary and third-party managers in areas such as private equity, private credit, hedge funds, real estate, infrastructure and more.

    Innovative Strategies for Asset Allocation
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    Life Insurance

    Life Insurance may be a powerful tool for investors when applied in context of other strategic decisions. It is prudent for investors to consider life insurance in combination with their overall wealth and trust, tax and estate plans so that the features of life insurance may be complementary to other decisions taken.

    Learn More About Life Insurance

Client Service Team

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    Maci Jackson - Financial Advisor, Financial Planning Specialist
    Phone:
    (225) 237-3155(225) 237-3155
    Email:Maci.Jackson@morganstanley.com
    Maci Jackson is a Financial Advisor and holds a Financial Planning Specialist designation. She began her career at Morgan Stanley in 2022 and is a graduate of Louisiana State University where she earned a Bachelor’s degree in Finance.

    Prior to joining the team, Maci was a Wealth Advisor Associate for the Louisiana/Mississippi complex. She partnered with Financial Advisors across the complex to help create personalized financial planning strategies for their clients. In addition, she became adept in Morgan Stanley’s vast digital resources and incorporating them in the team’s offerings.

    Maci is passionate over her role as a Financial Advisor. She gains great satisfaction in providing clients confidence through the generation of detailed plans for their financial future. Maci also enjoys helping families and individuals succeed. One of her objectives is to deliver customized programs designed to help preserve and grow wealth and help simplify their lives so they can enjoy their retirement.

    She is a Baton Rouge native. Prior to graduating from Louisiana State University, Maci attended The Dunham School in Baton Rouge. In her free time Maci enjoys LSU Sports, gardening, and playing pickle ball with friends.
    Securities Agent: NE, NV, SC, WV, WA, UT, FL, ID, KY, MS, WY, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OR, OK, OH, NY, NM, NJ, NH, ND, NC, MT, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, IA, HI, GA, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
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    Stephanie Weinman - Client Service Associate
    Phone:
    (225) 237-3129(225) 237-3129
    Email:Stephanie.Weinman@morganstanley.com
    Stephanie Weinman is a Client Service Associate who began at Morgan Stanley in 2025. She brings eight years of experience from the Louisiana House of Representatives, where she honed her skills in communication and client support. At Morgan Stanley, she assists clients with account inquiries, documentation, scheduling, and day-to-day service needs. She is enthusiastic about contributing to the team’s mission of delivering exceptional service and operational excellence. Outside of the office, Stephanie enjoys spending quality time with her son—watching him play golf or cheering on LSU baseball games together—and traveling to visit family in Georgia.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

400 Convention St
Ste 400
Baton Rouge, LA 70802
US
Direct:
(225) 237-3136(225) 237-3136
Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Angelique Manne today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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

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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.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)