Hanks Garrison Wood Team at Morgan Stanley

Frank Wood is an Executive Director and Portfolio Management Director that has been in the industry since 1983. He's worked at Morgan Stanley since 2012, focusing on his client's overall financial outlooks. Frank takes his clients' needs, wants, and dreams into account to help them achieve success in all aspects of their financial lives. Frank has demonstrated a unique ability to identify his client's risk tolerance and construct an appropriate investment strategy based off of the information gathered.

The only profession that Frank has ever known has been handling client's finances. He feels as though helping people manage their money has been a calling of his for some time. Frank developed a strong interest in the stock market at an early age because of his father's fascination with market. Frank's practice has given him the opportunity to combine his appreciation for helping others and passion for the stock market to provide a valuable service to his clients.

Frank attended Louisiana State University where he graduated with a degree in finance. Frank and his wife, Renee, have two children, Ashely and, his partner, Frankie. Frank and Renee also have two granddaughters! Family has always been a focal point of Frank's life. Frank is heavily involved in his community, where he supports many local charities and organizations. Some of these charities and organizations include Our Lady of Heaven Catholic Church and school , St. Louis Catholic High School, American Cancer Society, Coastal Conservation Association as well as many others. Outside of the office, Frank loves being outdoors. He is an avid hunter, fisher and golfer. When Frank has time away from work he loves to travel and experience new places.

A Jennings native, Brad brings over two decades of wealth management experience to the team. He began his career in 1999 as a financial advisor with Merrill Lynch before ultimately making the transition to Morgan Stanley in 2012 along with his partner, Natalie Garrison. Brad currently serves as Executive Director and Senior Portfolio Management Director.

Brad holds the Certified Private Wealth Advisor^® (CPWA^®) designation, which is administered by the Investment & Wealth Institute. This certification is an advanced credential created specifically for advisors who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation and distribution.

Brad is also a CHARTERED RETIREMENT PLANNING COUNSELOR™ and has extensive experience when it comes to all aspects related to retirement planning, including retirement income and cash flow, employer-sponsored retirement plans, asset management and estate planning strategies.

A graduate of McNeese State University, Brad holds a bachelor’s degree in General Business. He and his wife, Whitney, are the proud parents of three children: Cara, Jake and Mia. Brad’s hobbies include hunting, tennis, reading, and spending time with his family.

Natalie began her wealth management career during her freshman year in college, working as a client service associate and investment advisor at Merrill Lynch in Lake Charles. Upon graduating from McNeese State University—Magna Cum Laude with a bachelor’s degree in Government—Natalie saw her part-time role evolve and ultimately blossom into what would become a full-time profession. 19 years later, Natalie currently serves as Senior Vice President and Portfolio Management Director.

Along with her fellow colleagues, Natalie made the move to Morgan Stanley in 2012. As a CHARTERED RETIREMENT PLANNING COUNSELOR™, she is well-versed in the retirement planning process and excels at helping clients identify their long-term financial goals and then working with them to develop a strategy aimed at achieving those objectives over time.

Natalie holds the designation of Retirement Management Advisor^® which is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes.

Natalie also holds the RICP^® designation from The American College. A Retirement Income Certified Professional^® is equipped with the knowledge to effectively implement the appropriate income strategies, such as social security, pension, annuity and dividend income, for clients who are in the retirement, or distribution, phase of their life. Natalie proactively meets and communicates with her clients to ensure that they are living within a realistic budget that is aligned with their financial goals.

Away from the office, Natalie spends much of her free time with her husband, Rob and their two sons, David and Gardiner. Natalie serves her community by participating on the Christus Foundation Board, Women's Health Counsel, ASSL Board and has been an active member of the Lake Charles Junior League chapter for the past several years. She also remains a member of Immaculate Conception Cathedral Church.

Frankie Wood is a financial advisor that has been with Morgan Stanley for the entirety of his finance career. He began working at the firm in 2017 and continued until 2019. Frankie then rejoined the Morgan Stanley team in 2021, where he continues to help his clients with their complete financial picture. Frankie takes advantage of a proven, well thought out investment process that combines both goals based planning with quality portfolio management. This intentional procedure ensures that his clients have a positive overall investment experience. Frankie focuses on risk analysis and strategic portfolio management to help his clients meet their goals. The practice adds value to their clients by alleviating some of the stress that comes when deciding how to manage their wealth.

The financial industry has been a part of Frankie's life starting from a very young age. His father and partner, Frank Wood Sr., has been a mentor for Frankie throughout is journey of becoming an advisor. Frankie grew up seeing the significant impact his father had on the lives of others in taking care of their financial needs. This made Frankie want to learn more about the industry, where he ultimately recognized the importance of strong morals when managing other people's wealth. During his time at Morgan Stanley, Frankie has cherished the opportunity to earn his client's trust both personally and professionally. The rewarding feeling that he gets when making sure that all of his client's financial needs are met has kept him motivated to continue improving the lives of others.

Frankie received a degree in Business while studying as an undergraduate at Louisiana State University. The opportunity of working with his father has been a blessing for Frankie. Along with his wife Savannah, Frankie loves to be outdoors when he's not working hard at the office. Along with the theme of the outdoors, Frankie enjoys fishing, hunting, and golfing. In addition to his hobbies away from the office, Frankie is very active in his community. He loves to give back to charities and organizations such as Our Lady of Heaven school, Notre Dame Seminary, Abraham's Tent, Catholics Student Association at McNeese State University as well as various others.

As Portfolio Management Associate, Terry plays an integral role in overseeing the team’s daily operations. With an extensive background that includes over 35 years of experience in finance, she is the most tenured member of the client service team. Terry began her career in 1985 working for Lakeside National Bank before ultimately making the transition into financial services, joining Merrill Lynch in 1994 and Morgan Stanley in 2012.

Terry’s role is similar to that of business manager, helping run the day-to-day operations of the group while playing an active role in many different areas, including client service, account maintenance, financial planning, trading, cash management and business development. Terry is a registered representative holding her Series 7, 63, and 65 licenses as well as her Louisiana State Insurance License. Terry has also maintained her notary license in the state of Louisiana since 1994.

Terry is an active member of her church community and she enjoys giving back by her participation in The Catholic Daughters of America, one of the oldest and largest organizations of Catholic women whose mission is to donate time to charities and serving those in need. At home, Terry enjoys spending time helping her husband, Jim, in the garden and loving their ten grandchildren. She enjoys weekends around their pool entertaining friends and family.

A Lake Charles native, Candace is a graduate of McNeese State University, where she earned a bachelor’s degree in Business Management. She began her career in 2009 with First Federal Bank, where she worked as a banker prior to joining Morgan Stanley in 2012.

Candace maintains her State of Louisiana life and health insurance license along with her Series 7, 63 and 65 registrations.

As a Portfolio Associate, Candace is often the first point of contact for clients calling in with questions about their accounts. She is involved with various aspects of the client on-boarding process, including account opening, account transfers and ensuring that all paperwork is processed properly. Candace also assists clients with cash management needs—such as withdrawals, transfers and deposits—as well as helping advisors and clients keep track of RMD’s, or required minimum distributions, throughout the year.

Candace and her husband, Gene, are huge LSU football fans and enjoy spending time with their loved ones, especially with their little girl, Tinley.

Melissa has devoted 18 years of experience in the financial services industry. She began her career with Northwestern Mutual in 2005 as an Associate Financial Advisor. She continued in the financial services industry as a Registered Client Associate with Raymond James Financial, Inc. Her career success is a result of her dedication, commitment, knowledge in the industry, and her career advancements.
As a Client Service Associate at Morgan Stanley, Melissa is committed to making everyone feel like family by living each day with a positive intention to support and help others. She is instrumental to the success of her team and building long-term relationships.
Melissa and her husband, Nick, along with their two daughters, Gabby and Katelyn, are natives of Lake Charles. In her free time, she enjoys cooking and entertaining with family and friends.

Grace Houssiere is a Client Service Associate with a graduate degree in Finance from McNeese State University. She joined our team in 2023. She provides administrative support to the entire team on a day-to-day basis. Grace is proficient in technology, marketing, and special projects. She has passed her SIE exam and is continuing to work towards licensing to develop her career and strengthen her skills and knowledge in the industry.