Angelique Manne, CFP®
My Mission Statement
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.
NMLS#: 821707
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Client Service Team
As the initial point of contact for client inquiries, Courtney takes great pride in delivering a white-glove service experience. She focuses on building strong and lasting connections with clients, helping to ensure their needs are met with efficiency and professionalism.
Courtney and her husband reside in Zachary and are the proud parents of two boys. Outside of work, Courtney relishes spending time with her family, going on trips to the beach, and exploring the outdoors. A native of New Iberia, Courtney studied finance at the University of Louisiana-Lafayette.
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 solutions for their clients. In addition, she became adept in Morgan Stanley’s vast digital resources and is 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 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.
Location
Portfolio Insights
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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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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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.
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Awards Disclosures
