Managing Director, Wealth Management, Financial Advisor, Financial Planning Specialist, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(337) 656-9558(337) 656-9558
Doumite, Potter, Pryor, Carter at Morgan Stanley
Direct:
(337) 479-7620(337) 479-7620
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
At Morgan Stanley, wealth management means far more than just giving investment advice. To us, it means providing the guidance and ideas to address virtually all phases of your financial life. As Financial Advisors, our goal is to help identify the proper guidance and strategies that are suitable for you along life's journey—seeking to help you grow, preserve and then ultimately transfer your wealth on to the next generation.
Our team has the knowledge and experience to help navigate the planning process—which is an ongoing process of preparing for and reacting to critical life events, such as a job change, retirement, an unexpected expense or inheritance. We are well-equipped to offer feedback and help navigate these events by providing our clients with access to the investment products, industry professionals and innovative technology that Morgan Stanley is known for. We believe that all of these tools are necessary in order to help you make informed, confident decisions about your finances.
As your Financial Advisors, our role is to make sure you not only have the in-depth planning and investment advice that we focus on, but to provide you with access to the various professionals that can offer insight on all of your financial needs, including tax, banking, lending and legal issues. We are committed to acting as your Financial Advisor—putting your interests first—and developing a lifetime relationship that is built on confidence and competency.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
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Here at Morgan Stanley, we strive to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
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Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
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We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. Morgan Stanley seeks to make complex financial ideas more digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. Follow the link below to listen to perspectives on the forces shaping markets.
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1450 William Street
3rd Floor
Lake Charles, LA 70601
US
Direct:
(337) 479-7620(337) 479-7620
Meet Doumite, Potter, Pryor, Carter
First Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager, Alternative Investments Director
Phone:
(337) 479-7620(337) 479-7620
Strekker Michael Pryor
Financial Advisor
Phone:
(337) 656-9562(337) 656-9562
Phone:
(337) 479-7621(337) 479-7621
Jeri L. Bostick
Senior Registered Client Services Associate
Phone:
(337) 656-9563(337) 656-9563
Erin Allen
Registered Client Services Associate
Phone:
(337) 479-7615(337) 479-7615
About John Doumite
John M. Doumite, CRPC®
Executive Director
Financial Planning Specialist
Senior Portfolio Management Director
Alternative Investments Director
As a Financial Advisor since 2001, I focus on the Financial Planning process; helping clients, through thorough discovery, see which investment plan makes sense for them. During good markets, most investors think, “I want more risk”. After poor markets, investors claim “risk aversion”. Knowledge learned through the planning process helps our clients truly understand the risk/reward balance of market investing.
After graduating McNeese State University in 1988 with a B.S. in Finance; ExxonMobil gave me an opportunity to work with some of the brightest people in the country. Exxon really taught me how to think. Collecting and analyzing data; reporting results with recommendations to Senior Exxon Management was part of my everyday work-life at ExxonMobil.
After six years, I left ExxonMobil to take over a small business. I was able to find an operating business that had been around for over 30 years. We were able to construct owner financing which gave the owner retirement income and helped me begin a business. My partner and I transformed the company from a wholesale/commercial business to one that included retail convenience stores. Meticulous, thoughtful business plans were developed and communicated securing financing. Successful, profitable businesses were built and ultimately sold in 2001.
I began my investing career with Legg Mason. Part of the interview process included a personality test. This test noted I could be too detailed in being a Financial Advisor. I’ve always laughed at that. I believe my attention to detail is one of my biggest strengths. It’s benefitted my entire career. I use those same skills to help clients develop a comprehensive approach in managing their wealth. We continually monitor to help ensure clients stay on path to achieve favorable results.
Executive Director
Financial Planning Specialist
Senior Portfolio Management Director
Alternative Investments Director
As a Financial Advisor since 2001, I focus on the Financial Planning process; helping clients, through thorough discovery, see which investment plan makes sense for them. During good markets, most investors think, “I want more risk”. After poor markets, investors claim “risk aversion”. Knowledge learned through the planning process helps our clients truly understand the risk/reward balance of market investing.
After graduating McNeese State University in 1988 with a B.S. in Finance; ExxonMobil gave me an opportunity to work with some of the brightest people in the country. Exxon really taught me how to think. Collecting and analyzing data; reporting results with recommendations to Senior Exxon Management was part of my everyday work-life at ExxonMobil.
After six years, I left ExxonMobil to take over a small business. I was able to find an operating business that had been around for over 30 years. We were able to construct owner financing which gave the owner retirement income and helped me begin a business. My partner and I transformed the company from a wholesale/commercial business to one that included retail convenience stores. Meticulous, thoughtful business plans were developed and communicated securing financing. Successful, profitable businesses were built and ultimately sold in 2001.
I began my investing career with Legg Mason. Part of the interview process included a personality test. This test noted I could be too detailed in being a Financial Advisor. I’ve always laughed at that. I believe my attention to detail is one of my biggest strengths. It’s benefitted my entire career. I use those same skills to help clients develop a comprehensive approach in managing their wealth. We continually monitor to help ensure clients stay on path to achieve favorable results.
Securities Agent: NC, MS, MA, IL, VA, UT, MO, LA, GA, FL, SD, MT, MI, CO, AZ, TN, OR, NY, AR, AL, SC, NJ, VT, OK, KY, ID, DC, CA, KS, WI, TX, PA, NM, WV, IA, NH; General Securities Representative; Investment Advisor Representative
NMLS#: 1412057
NMLS#: 1412057
About Scott Potter
Scott Potter, Financial Advisor, is a registered investment professional who joined Morgan Stanley in 2014. He began his career at Merrill Lynch in 2010. Scott is dedicated to building long term relationships with his clients. His focus is on managing their wealth, while balancing their long-term and short-term financial goals. In addition to his portfolio management duties, Scott also assists in the management of the team’s internal processes, striving to provide clients with a top-notch service experience. Originally from Sonoma County, California, Scott is a Santa Clara University graduate and lives in Lake Charles with his wife and two children. Scott enjoys cooking, reading and tennis as well as the occasional round of golf.
Professional Details
2014 – Present: Morgan Stanley, Financial Advisor
2010 – 2014: Merrill Lynch, Financial Advisor
2006 – 2009: Enterprise Rent-A-Car, Management
Bachelor of Science in Commerce, Economics, 2006
Santa Clara University.
Santa Clara, CA
Bachelor of Arts, History, 2006
Santa Clara University
Santa Clara, CA
Series 7 – General Securities Representative
Series 66 – Combined Investment Advisory Agent & Uniform State Exam
Long Term Care Insurance Licensed
Life, Health, and Variable Annuity Insurance Licensed
Professional Details
2014 – Present: Morgan Stanley, Financial Advisor
2010 – 2014: Merrill Lynch, Financial Advisor
2006 – 2009: Enterprise Rent-A-Car, Management
Bachelor of Science in Commerce, Economics, 2006
Santa Clara University.
Santa Clara, CA
Bachelor of Arts, History, 2006
Santa Clara University
Santa Clara, CA
Series 7 – General Securities Representative
Series 66 – Combined Investment Advisory Agent & Uniform State Exam
Long Term Care Insurance Licensed
Life, Health, and Variable Annuity Insurance Licensed
Securities Agent: CO, AL, MA, OR, MS, FL, AZ, WI, MO, ID, AR, VT, TN, GA, WV, NC, KY, CA, KS, SC, PA, OK, NJ, LA, IL, SD, NM, DC, TX, MT, MI, NY, VA, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 510122
NMLS#: 510122
About Strekker Michael Pryor
Strekker Pryor, Financial Advisor Associate, joined Morgan Stanley in 2010. Prior to becoming an FAA, Strekker worked for the team as a Client Service Associate, Financial Planning Associate, and Portfolio Management Associate. His former roles have equipped him to serve clients with a personal touch, present customized financial plans, and construct investment portfolios that best fit clients’ needs. Strekker was born and raised in Lake Charles, LA. He obtained both his B.S. in Accounting (Summa Cum Laude) and his MBA from McNeese State University. Strekker enjoys spending time with his wife, Mandi, and their three girls, as well as fishing, hunting, and golfing.
Professional Details
2010 – Present: Morgan Stanley
2008 – 2010: Scalisi, Myers, and White APC - Accountant
Master of Business Administration, 2009
McNeese State University
Lake Charles, LA
Bachelor of Science in Accounting, 2008
McNeese State University
Lake Charles, LA
Series 7 – General Securities Representative
Series 66 – Combined Investment Advisory Agent & Uniform State Exam
Long Term Care Insurance Licensed
Life, Health, and Variable Annuity Insurance Licensed
Professional Details
2010 – Present: Morgan Stanley
2008 – 2010: Scalisi, Myers, and White APC - Accountant
Master of Business Administration, 2009
McNeese State University
Lake Charles, LA
Bachelor of Science in Accounting, 2008
McNeese State University
Lake Charles, LA
Series 7 – General Securities Representative
Series 66 – Combined Investment Advisory Agent & Uniform State Exam
Long Term Care Insurance Licensed
Life, Health, and Variable Annuity Insurance Licensed
Securities Agent: NM, AL, VA, TX, SD, KY, CA, AZ, NY, MS, LA, CO, PA, MI, IA, NC, FL, MA, VT, MT, IL, KS, WV, ID, AR, OK, NJ, OR, MO, GA, DC, WI, TN, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1758103
NMLS#: 1758103
About F. Matthew Carter
Securities Agent: WY, WV, WI, WA, VT, TX, NJ, RI, OR, OK, SC, OH, NY, NV, NM, PR, NH, ND, VI, MT, MS, MO, SD, MI, TN, ME, MD, MN, MA, LA, KY, KS, IA, AR, GA, NC, DE, NE, DC, UT, CT, CO, CA, FL, AZ, PA, ID, HI, AL, AK, IN, IL, VA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1481205
NMLS#: 1481205
About Jeri L. Bostick
A 20-year veteran of the financial services industry, Jeri currently serves as Senior Registered Client Service Associate at Rose, Doumite, Potter. She began her career with Legg Mason in 1999, initially working on the operations side of the business. As the industry evolved, so too did Jeri's position and she ultimately made the transition into client services.
Jeri is often the first point of contact for clients calling in with questions about their accounts. She also assists advisors with the client onboarding process, ensuring that documents are properly filled out and processed as well as helping clients with their cash management needs, such as distributions, deposits and transfers. She is Series 7 and Series 66 licensed.
Away from the office, Jeri is actively involved in her church. She enjoys spending time with friends and family, especially with her three granddaughters.
Jeri is often the first point of contact for clients calling in with questions about their accounts. She also assists advisors with the client onboarding process, ensuring that documents are properly filled out and processed as well as helping clients with their cash management needs, such as distributions, deposits and transfers. She is Series 7 and Series 66 licensed.
Away from the office, Jeri is actively involved in her church. She enjoys spending time with friends and family, especially with her three granddaughters.
About Erin Allen
Erin Allen, originally from Kinder, Louisiana, joined the Rose Doumite Potter Pryor Group in 2018 after 21 years in Accounting and Customer Service.
Her many years of experience aided in a smooth transition into client services at Morgan Stanley. Erin worked diligently to become registered in 2019 with certifications in the SIE, Series 7 and Series 66. She is currently working along side Jeri assisting clients with their cash management needs and onboarding processes.
Erin graduated with a B.S. degree in Accounting from McNeese State University in 2002.
Outside of the office, Erin enjoys spending time with her husband of 22 years and her two children, Gray and Adrien. Her hobbies are traveling, reading, landscaping, spending time by the pool and watching her children play sports.
Her many years of experience aided in a smooth transition into client services at Morgan Stanley. Erin worked diligently to become registered in 2019 with certifications in the SIE, Series 7 and Series 66. She is currently working along side Jeri assisting clients with their cash management needs and onboarding processes.
Erin graduated with a B.S. degree in Accounting from McNeese State University in 2002.
Outside of the office, Erin enjoys spending time with her husband of 22 years and her two children, Gray and Adrien. Her hobbies are traveling, reading, landscaping, spending time by the pool and watching her children play sports.
Contact John Doumite
Contact Scott Potter
Contact Strekker Michael Pryor
Contact F. Matthew Carter
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
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Creating customized financial strategies for the challenges that today’s families face.
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Ready to start a conversation? Contact Doumite, Potter, Pryor, Carter today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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 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.
4When 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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
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
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 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.
4When 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.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan 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.
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)
