Hamilton Martin
Vice President,
Financial Advisor
Direct:
(504) 585-3917(504) 585-3917
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Me
In our complex world, having a financial plan that addresses all of your financial needs is more important than ever. Today, families are facing increasingly complicated and dynamic risks such as longer life spans, multigenerational family obligations, higher end-of-life health care costs and the threat of outliving savings. Each of these alone can be devastating to your financial health. Having a personalized financial plan developed by an experienced, qualified financial advisor can be crucial to helping you live the life you dreamed.
For more than 30 years, I have helped a select group of clients navigate their financial futures with discipline and confidence. Employing a goals-based wealth management approach, I spend time getting to know you, your family, your vision for the future and exploring what is important to you. Drawing upon my experience, I can help you clearly define and clarify your goals and set expectations. The strategy we create together is tailored to your personal financial situation to help you accumulate, preserve and transfer your wealth.
For more than 30 years, I have helped a select group of clients navigate their financial futures with discipline and confidence. Employing a goals-based wealth management approach, I spend time getting to know you, your family, your vision for the future and exploring what is important to you. Drawing upon my experience, I can help you clearly define and clarify your goals and set expectations. The strategy we create together is tailored to your personal financial situation to help you accumulate, preserve and transfer your wealth.
Securities Agent: LA, PA, FL, VA, NY, MS, TX, SC, TN, UT, GA, AL; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1262016
NMLS#: 1262016
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Approach
I am dedicated to building deep and lasting client relationships based on integrity. Drawing on my decades of experience and the wealth of world-class resources at Morgan Stanley, I used a disciplined process to create your comprehensive, individualized pan. At each step on the way, my approach is consultative. I want to make sure you fully understand why I recommend your strategy and how I suggest it be implemented.
Discover
Our first meeting is informal. You determine if my practice is the right fit for you and I learn if your needs are aligned with my philosophy and values.
Create
Taking a complete view of your assets, obligations and life style is imperative to developing a financial plan. During the second meeting, I ask detailed information about your personal and financial goals and objectives; assets and liabilities; risk tolerance and tax concerns; and any special needs or circumstances. This helps us prioritize your short and long-term goals for planning purposes.
Act
Based on what is learned, I develop and deliver your financial plan. It highlights your current asset allocation and what I believe your allocation should be, segmented according to your short and long-term objectives.
Adjust
Upon implementation, I continually assess your plan, its performance and meet with you regularly. Your plan is executed with discipline, yet flexible to changes that occur in the economy, tax environment and your life.
My Purpose
I am passionate about helping people solve their financial challenges. My goal is to develop a long-term relationship with you and become your family's trusted financial advisor. The following three core principles are my commitment to you and the foundation on which my practice has been built.
Experience and Knowledge
As an experienced financial advisor who has guided clients during the ups and downs of the market, I provide an independent view and help you make decisions that are not made by emotions.
Disciplined Approach
A collaborative and in-depth planning process providing a clear understanding of where you are, where you want to be and a disciplined plan to help get you there.
Exceptional Service
Enabling you to be confident about your investment decisions knowing that I am committed to a long-term, caring relationship with you.
Experience and Knowledge
As an experienced financial advisor who has guided clients during the ups and downs of the market, I provide an independent view and help you make decisions that are not made by emotions.
Disciplined Approach
A collaborative and in-depth planning process providing a clear understanding of where you are, where you want to be and a disciplined plan to help get you there.
Exceptional Service
Enabling you to be confident about your investment decisions knowing that I am committed to a long-term, caring relationship with you.
About Me
You have worked hard to build your wealth. It is important to choose a Financial Advisor with the knowledge and experience to help you grow and preserve what you have worked to achieve. With more than 30 years of experience, I have the knowledge to help guide you through the ups and downs of the market to reach your goals. By sharing insights gleaned from my years of experience and historical perspective, I help you navigate complex financial markets, manage risk and discuss choices in a way that makes seemingly complex terms easy to understand.
I began my career as a Financial Advisor at Dean Witter in 1985. Three years later, I accepted a position with A.G. Edwards where, for the next 21 years, I held management roles. In 2009, I moved to the Wealth Management Division of Whitney National Bank to provide investment solutions for the Commercial and Private Bankers' high net worth clients. I joined Morgan Stanley in 2012 to leverage the resources, specialists and intellectual capital of a global wealth management firm. With my decades of experience and the wealth management resources at Morgan Stanley, I strive to provide financial strategies with potentially better and more robust outcomes.
I began my career as a Financial Advisor at Dean Witter in 1985. Three years later, I accepted a position with A.G. Edwards where, for the next 21 years, I held management roles. In 2009, I moved to the Wealth Management Division of Whitney National Bank to provide investment solutions for the Commercial and Private Bankers' high net worth clients. I joined Morgan Stanley in 2012 to leverage the resources, specialists and intellectual capital of a global wealth management firm. With my decades of experience and the wealth management resources at Morgan Stanley, I strive to provide financial strategies with potentially better and more robust outcomes.
We all live active, busy lives. Many of us do not have the time that is necessary or do not have the desire nor the inclination to take on the responsibility for the decisions required to manage wealth. As your advisor, it is my role to help guide you through these decisions. It is my commitment to treat you and your family as I would expect someone to treat my family—as a knowledgeable professional helping you navigate the complexities of your unique financial situation with the highest standards of ethics and integrity.
My Clients Include:
- Successful Individuals and Families
- Professionals and Corporate Executives
- Individuals and Families with Highly Concentrated Equity Positions
- Family Businesses
- Inherited Wealth
- Retirees and Individuals Planning for Retirement
- Women Seeking Guidance for Themselves and Their Families
- Children and Parents of Current Clients
- Foundations, Churches and Institutions
My goal is to provide each client with a solution that is optimal for their financial situation—providing better and more robust outcomes—so they can achieve their financial goals and pursue the life of their dreams.
My Clients Include:
- Successful Individuals and Families
- Professionals and Corporate Executives
- Individuals and Families with Highly Concentrated Equity Positions
- Family Businesses
- Inherited Wealth
- Retirees and Individuals Planning for Retirement
- Women Seeking Guidance for Themselves and Their Families
- Children and Parents of Current Clients
- Foundations, Churches and Institutions
My goal is to provide each client with a solution that is optimal for their financial situation—providing better and more robust outcomes—so they can achieve their financial goals and pursue the life of their dreams.
Location
1100 Poydras St
Ste 1900
New Orleans, LA 70163
US
Direct:
(504) 585-3917(504) 585-3917
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
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Ready to start a conversation? Contact Hamilton Martin today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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.
4Morgan 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
5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
6Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
7Morgan 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.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
