

River Capitol Group at Morgan Stanley

Our Mission Statement
About Us
We are a veteran team of five financial advisors and three senior client service associates with a vast amount of wealth management experience. Our team takes a tremendous amount of pride in having collaborated with clients for decades. Our personal approach has fostered long lasting relationships with Baby Boomers, Generation X, and Millennials as well as multi-generational associations.
We are dedicated to professional development and have earned numerous advanced industry certifications and designations. Our team includes two Certified Financial Planners, two Portfolio Management Directors, an Insurance Director, and an Alternative Investments Director. In addition, Steve Taylor was honored with Forbes Best-In- State Wealth Advisors award from 2019-2024. Angelique Manne was also honored with Forbes Best-In-State Wealth Advisors award from 2023-2024 as well as Forbes Top Women Wealth Advisors Best-In-State 2024. Our commitment to ongoing training and growth positions us at the forefront of striving to deploy the most effective strategies and to continually provide our clients with innovative solutions tailored to help meet their specific objectives.
The team's extensive experience, combined with Morgan Stanley's vast resources, help enable us to assist with nearly every facet of financial services including investment management, retirement planning, cash management, legacy, philanthropy, and education planning. Working with an extensive network of specialists in insurance, structured solutions, estate planning, lending services, and alternative investments complements and helps deepen the advice the team offers.
Our team takes a holistic approach to guiding our clients. We conduct a comprehensive review of your finances and take the time to discuss your family, values, dreams, aspirations, and thoughts on risk. We use this information in combination with the firm's modern wealth management analytics to formulate customized strategies. We believe developing a thorough understanding of each client's unique situation and creating an individualized plan is the most effective way to work towards your objective. We strive to provide each client with a highly customized investment plan designed to help them enjoy their wealth and remain -financially independent for years to come. To help make certain clients are comfortable with our approach, we take the necessary time to educate and explain their program's details.
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.
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.
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.
View List
Location
Meet River Capitol Group
About Steve Taylor
Steve’s extensive experience advising clients is complemented by over 10 years of management experience. He has served as Branch Manager for multiple branches in Baton Rouge, overseeing as many as 50 employees.
To enhance his analytic capabilities and understanding of the capital markets, Steve has acquired multiple designations from renowned organizations. He is a Certified Financial Planner (CFP®), holds the Chartered Market Technician (CMT) designation, and earned the Certified Investment Management Analyst (CIMA®) designation, which entailed intensive course work at The Wharton School of Business. In addition, Steve completed a rigorous training program for the Portfolio Manager designation at Morgan Stanley and obtained the Alternative Investments Director designation. Steve earned a Bachelor of Science degree in Business and Master of Science degree in Finance-Investments from Louisiana State University.
Steve is a member of the Baton Rouge Rotary Club, the CMT Association, the Investment & Wealth Institute and attends St. Aloysius Catholic Church. He has served on the Parks and Planning Committee for BREC and as a volunteer for Junior Achievement. In his free time, he enjoys fishing, golf, reading and LSU sports.
2019, 2020, 2021, 2022, 2023 and 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022, 2023 and 2024.). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
About Angelique G. Manne
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
About Clay Flournoy
For decades, Clay has helped guide families and individuals through their financial journey. By putting his clients first and sincerely caring about their future, he has developed a successful practice dedicated to building and enhancing long term relationships. Clay enjoys helping families and individuals succeed. One of his objectives is to deliver customized programs designed to preserve and grow wealth and simplify clients’ lives so they can focus on the people and passions that mean most to them.
Clay is dedicated to serving the community. He is a US Marine Corps Veteran and a volunteer with Hospice of Baton Rouge for the “We Honor Vets” pinning ceremony. In addition, he is a member of Kiwanis of Baton Rouge and a former Board Member and Chair for O'Brien House.
In his leisure hours, Clay cherishes spending time with his wife Kathy and two daughters and granddaughter. He also enjoys going to the gym and taking care of their two dogs and cat. Clay is a graduate of LSU Shreveport.
About Chris Mensi
At Morgan Stanley, Chris utilizes a planning-based approach to wealth management. This begins with in-depth discussions of his client’s finances and goals, culminating with the delivery of a tailored financial plan for their unique needs. He pays special attention to philanthropic interests and assists individuals and organizations in structuring gifts in efficient and effective ways.
Chris spent 12 years as a non-profit fundraiser where he worked in every capacity from annual fund to major gifts. Additionally, he oversaw investment advisors and managed an endowment exceeding $10M. From 2016-2020 he was the Director of Development for the LSU Foundation where he helped build and launch the $1.5 billion Fierce for the Future Capital Campaign.
A graduate of Mississippi State University, Chris earned dual degrees in International Business, Economics and Spanish as well as his MBA. He served eight years in the US Coast Guard Reserve and was deployed during Operation Enduring Freedom in 2003.
Chris is married to his wife Megan, and they are blessed with three beautiful girls. He is an avid fisherman and woodworker and enjoys traveling and spending time outdoors with his family. Chris and his family attend Our Lady of Mercy Catholic Church where he is an active member of the Men of Mercy.
NMLS#: 2097565
About Maci Jackson
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.
NMLS#: 2521281
About Sonia M. Andrews
About Natalie Koehl

Contact Steve Taylor

Contact Angelique Manne

Contact Clay Flournoy

Contact Chris Mensi

Contact Maci Jackson
Portfolio Insights
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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