Frank Roccisano
Managing Director, Market Executive
Phone:
(502) 394-4030(502) 394-4030
Morgan Stanley
East Louisville Market Office
You define success, we help you achieve it
4969 US Highway 42
Suite 1200
Louisville, KY 40222
US
Market:
(502) 394-4000(502) 394-4000
Toll-Free:
(800) 966-4617(800) 966-4617
Market Executive
FRANK ROCCISANOPhone:
(502) 394-4030(502) 394-4030
About Morgan Stanley East Louisville Market
Welcome to the Morgan Stanley East Louisville Market. We focus on assisting successful individuals, families, and institutions in their efforts to help grow and preserve their wealth, manage taxes, and establish lasting legacies. Our comprehensive Wealth Management platform supports clients and businesses at nearly every stage of their financial journey, combining traditional experience with innovative strategies designed to help you achieve your goals.
At Morgan Stanley, we take a holistic approach to wealth management, offering advanced planning, tax-efficient investment strategies, exclusive investment opportunities, and a wide range of cash management and lending solutions. Our seasoned Financial Advisors are also equipped to help guide your business through growth plans, exit strategies, and employee benefit programs. Supported by the full resources of the firm, we aim to deliver tailored strategies for companies, executives, and employees, including Retirement Plan Consulting, Equity Solutions, Executive Services, and Corporate Cash Solutions.
From our beginnings as a small Wall Street partnership to becoming a global firm of more than 80,000 employees, Morgan Stanley has remained steadfast in its commitment to clients and communities for over 90 years. Our market reflects those same values, fostering an environment built on respect, responsiveness, and excellence. We are proud to offer high-quality products, solutions, and global insights that allow our financial advisors to deliver comprehensive advice and service.
We invite you to connect with us to discuss your unique needs, goals, and challenges. Together, we can chart a course that seeks to help preserve your wealth, uncover new potential opportunities, and help empower you to enhance your life, support your family, and contribute to the causes you value most.
Disclaimer:
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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. 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.
At Morgan Stanley, we take a holistic approach to wealth management, offering advanced planning, tax-efficient investment strategies, exclusive investment opportunities, and a wide range of cash management and lending solutions. Our seasoned Financial Advisors are also equipped to help guide your business through growth plans, exit strategies, and employee benefit programs. Supported by the full resources of the firm, we aim to deliver tailored strategies for companies, executives, and employees, including Retirement Plan Consulting, Equity Solutions, Executive Services, and Corporate Cash Solutions.
From our beginnings as a small Wall Street partnership to becoming a global firm of more than 80,000 employees, Morgan Stanley has remained steadfast in its commitment to clients and communities for over 90 years. Our market reflects those same values, fostering an environment built on respect, responsiveness, and excellence. We are proud to offer high-quality products, solutions, and global insights that allow our financial advisors to deliver comprehensive advice and service.
We invite you to connect with us to discuss your unique needs, goals, and challenges. Together, we can chart a course that seeks to help preserve your wealth, uncover new potential opportunities, and help empower you to enhance your life, support your family, and contribute to the causes you value most.
Disclaimer:
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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. 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.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley East Louisville Market
Lara Jenkins
First Vice President, Associate Market Manager
Phone:
(502) 562-5164(502) 562-5164
Nancy C Mahoney
First Vice President, Senior Risk Officer
Phone:
(502) 394-4040(502) 394-4040
Kim Jaggers
Market Administrator
Phone:
(502) 394-4015(502) 394-4015
Jake Gorr
Business Service Officer
Phone:
(502) 394-4060(502) 394-4060
About Frank Roccisano
As Market Executive at Morgan Stanley, Frank is committed to providing Financial Advisors with industry leading tools and the support they need so they can in turn deliver a world-class service experience to their clients. With over 3 decades of industry experience, Frank knows what it takes to empower Advisors to build businesses that they are passionate about, and that serve the best needs of their clients. As a first generation Italian-American, he also understands the importance of maintaining the balance between being entrepreneurial while still maintaining core “old school” values of honesty, integrity and respect.
About Lara Jenkins
Lara Jenkins is the First Vice President and Associate Market Manager for the Kentucky, Tennessee, West Virginia Market. She has 30 years Wealth Management experience and has been with Morgan Stanley since 2024.
Lara is a graduate of Baylor University in Waco, TX. She began her financial career with J.C. Bradford & Co. in Nashville, TN, first working in the professional development of financial advisors in all stages of their career, then moving to a Regional Technology Consultant role working throughout the Southeast. After J.C. Bradford was acquired by UBS Financial Services, Inc., she continued her regional role as a Product and Platform Consultant in the Southeast and more recently in Texas and Oklahoma. During this time, Lara worked with thousands of financial advisors to assist them in streamlining their business practices and enabling them to deliver a consistent and repeatable client service model. In 2016, Lara joined Wells Fargo Advisors in Houston, TX. In addition to running the day-to-day operations and management of the Galleria then City Centre offices, she also supported the other WFA branch offices as part of the South Texas Market as the Assistant Market Leader.
Lara (LJ) is a native Houstonian and enjoys home improvement projects, studying history of all kinds and spending time with family and friends.
Lara is a graduate of Baylor University in Waco, TX. She began her financial career with J.C. Bradford & Co. in Nashville, TN, first working in the professional development of financial advisors in all stages of their career, then moving to a Regional Technology Consultant role working throughout the Southeast. After J.C. Bradford was acquired by UBS Financial Services, Inc., she continued her regional role as a Product and Platform Consultant in the Southeast and more recently in Texas and Oklahoma. During this time, Lara worked with thousands of financial advisors to assist them in streamlining their business practices and enabling them to deliver a consistent and repeatable client service model. In 2016, Lara joined Wells Fargo Advisors in Houston, TX. In addition to running the day-to-day operations and management of the Galleria then City Centre offices, she also supported the other WFA branch offices as part of the South Texas Market as the Assistant Market Leader.
Lara (LJ) is a native Houstonian and enjoys home improvement projects, studying history of all kinds and spending time with family and friends.
About Nancy C Mahoney
Nancy has been a valued member of the Morgan Stanley leadership team for over 30 years. She began her career in our Lexington, KY as a receptionist holding several roles in the branch until being named the Operations Manager.
In 2010 when the joint venture took place she relocated to Grand Rapids Michigan to become the Senior Complex Risk officer for the former Western Michigan Complex. In 2012 she accepted the Senior Complex Risk Officer role for the Southeast Michigan Complex and relocated to Birmingham Michigan. In December 2014 she accepted the position of Senior Complex Risk Officer for the Kentucky/ Tennessee/West Virginia Complex. Nancy works with and supports the Risk business of the Kentucky Tennessee West Virginia complex to ensure our clients and advisors have the highest level of Risk Management and Service for their relationship with Morgan Stanley.
Nancy lives in Finchville KY with her husband Neil. She has two grown children and recently became a Grandmother.
In 2010 when the joint venture took place she relocated to Grand Rapids Michigan to become the Senior Complex Risk officer for the former Western Michigan Complex. In 2012 she accepted the Senior Complex Risk Officer role for the Southeast Michigan Complex and relocated to Birmingham Michigan. In December 2014 she accepted the position of Senior Complex Risk Officer for the Kentucky/ Tennessee/West Virginia Complex. Nancy works with and supports the Risk business of the Kentucky Tennessee West Virginia complex to ensure our clients and advisors have the highest level of Risk Management and Service for their relationship with Morgan Stanley.
Nancy lives in Finchville KY with her husband Neil. She has two grown children and recently became a Grandmother.
About Kim Jaggers
Kim Jaggers joined Morgan Stanley as Market Administrator for the Kentucky, Tennessee, West Virginia Market in 2021. Prior to joining Morgan Stanley, Kim worked in Supply Chain for Papa John's International for 16 years.
Kim’s goal is to ensure her colleagues have the tools and resources they need to best serve their businesses and provide necessary support. In addition, she supports the Market Senior Leadership team with year-round support and strategic efforts. She is also focused on fostering a culture of fun and philanthropic environment.
Kim lives in New Albany, IN with her husband Matt. She has a grown son and three step-children.
Outside of work she enjoys time with her two Yorkies Ace and Rizzo, visiting her son in Florida and going to the beach.
Kim’s goal is to ensure her colleagues have the tools and resources they need to best serve their businesses and provide necessary support. In addition, she supports the Market Senior Leadership team with year-round support and strategic efforts. She is also focused on fostering a culture of fun and philanthropic environment.
Kim lives in New Albany, IN with her husband Matt. She has a grown son and three step-children.
Outside of work she enjoys time with her two Yorkies Ace and Rizzo, visiting her son in Florida and going to the beach.
About Jake Gorr
Jake started his career in wealth management a decade ago and has been a member of the Morgan Stanley service organization since 2022. As the Market Business Service Officer for the Louisville office, he oversees a team focused on cultivating a strong culture by ensuring a high level of client service and providing oversight of operational processes. He is a committed leader who is passionate about coaching and developing those within the service organization to ensure best in class service to every client.
Shortly after starting his role at Morgan Stanley, he also completed the last of the CFA exams and became a Chartered Financial Analyst, which helped to bolster his skills and knowledge across a variety of topics relevant to the finance industry. Jake is originally from Wisconsin and spent the last 10 years living and working in Chicago, both with Morgan Stanley and other financial institutions. Outside of work, Jake unwinds by finding new shows to watch, exploring new restaurants, looking for new travel destinations to visit and watching a sporting events whenever possible.
Shortly after starting his role at Morgan Stanley, he also completed the last of the CFA exams and became a Chartered Financial Analyst, which helped to bolster his skills and knowledge across a variety of topics relevant to the finance industry. Jake is originally from Wisconsin and spent the last 10 years living and working in Chicago, both with Morgan Stanley and other financial institutions. Outside of work, Jake unwinds by finding new shows to watch, exploring new restaurants, looking for new travel destinations to visit and watching a sporting events whenever possible.
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Nashville Branch
Find a Financial AdvisorBranch Address
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Branch:
(615) 292-0303(615) 292-0303
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(800) 841-0006(800) 841-0006
Fax:
(615) 269-2440(615) 269-2440
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Branch:
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Mailing Address: 4969 US Hwy 42, Suite 1200 | Louisville, KY 40222
Branch Address
500 Lee St E Laidley Twr
Ste 300
Charleston, WV 25301
US
Branch:
(304) 353-9000(304) 353-9000
Toll-Free:
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Branch Address
4969 US Highway 42
Suite 1200
Louisville, KY 40222
US
Branch:
(502) 394-4000(502) 394-4000
Toll-Free:
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Details
Mailing Address: 3102 West End Ave, Suite 200 | Nashville, TN 37203
Branch Address
1200 Third Ave
Ste 100
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Branch:
(304) 529-1000(304) 529-1000
Toll-Free:
(800) 624-3490(800) 624-3490
Fax:
(304) 529-6873(304) 529-6873
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Suite 290
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Branch:
(615) 764-4400(615) 764-4400
Toll-Free:
(866) 837-1520(866) 837-1520
Fax:
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East Louisville Branch
Find a Financial AdvisorBranch Address
4969 US Highway 42
Suite 1200
Louisville, KY 40222
US
Branch:
(502) 394-4000(502) 394-4000
Toll-Free:
(800) 966-4617(800) 966-4617
Fax:
(502) 394-4013(502) 394-4013
1When 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative 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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan 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.
8Morgan 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.
9Tax laws are complex and are subject to change. 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)