What Makes Us Distinct

We are not just an investment shop and we are not just financial planners—we are both and so much more. As The Denham and Lillich Team, we do more than simply manage investments. Our commitment is to provide guidance on all of the factors that contribute to a client's overall financial success now, into the future, and throughout generations.

We are focused on assisting our clients with the help they need, when they need it. We pride ourselves on going the extra mile for our clients—we call it our concierge-oriented approach to wealth management. To us, every service we provide is carried out with the care and respect with which we treat our own family members.

To best accomplish this, our team made the transition to Morgan Stanley Wealth Management in the summer of 2017 after spending the previous eight years with LPL Financial. We saw tremendous value in making this move in order to better serve our clients by providing them with access to the extensive research capabilities, intellectual capital, and vast array of investment solutions of a full service brokerage firm such as Morgan Stanley. We are excited about the future and the manner in which we will be able to serve our clients moving forward.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • 401(k) Rollovers
  • Business Planning4
  • Cash Management5
  • Annuities6
  • Business Succession Planning7
  • Life Insurance8
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Do you remember when businesses took pride in providing personalized service? When meeting face-to-face was the norm, not the exception? When taking the time to get to know you was considered paramount to establishing and sustaining a long-term relationship? If so, we invite you to discover what we feel makes us unique in an industry that is better known for impersonal portfolio management than a caring approach to financial services.

As your financial advisors, we listen and respond to your needs using clear, simple language. We offer personal service and pledge to lead you with great care along the path to pursuing your goals. We can help you prioritize those goals and develop a strategy that seeks to preserve and grow your retirement assets, making it possible to pursue your chosen lifestyle and create a legacy for your loved ones. Beginning with our initial meeting, we will serve you in three ways:

1. Risk Tolerance and Asset Allocation
At our initial Discovery Meeting, an interview is conducted to determine what is important to you and what keeps you up at night. We look at where you are, where you want to go, and how we can strive to help you increase the possibility of getting you there through proper risk evaluation and asset allocation.

2. Investment Process
Through our strategic approach to asset allocation and planning, we then utilize our exclusive investment process. At Morgan Stanley, we have access to a premier trading and execution platform in addition to offering a full spectrum of financial products and services—helping to ensure that your assets are strategically allocated, diversified and managed.

3. Intellectual Capital 
Our team offers much more to our clients than just experience in the financial services industry. We are a seasoned group of financial professionals who are ready to serve our clients with a caring spirit, southern hospitality, and a long history of serving clients as they plan for and enter into retirement.

    Our Clients

    Many of our current clients first came to us to help them do one thing: plan for retirement. However, as a comprehensive financial service firm, we do much more than just retirement planning. We believe in taking a multigenerational approach to financial services. Not only are we focused on helping our clients pursue their life’s goals and establish their legacy, we embrace the opportunity to work with the younger generation as well, often assisting them with defining and achieving their goals, including an eventual retirement. 

    We are dedicated to providing guidance for our clients in four distinct areas of their financial lives:
    -preserving and managing assets.
    -planning for retirement.
    -preparing for unexpected events.
    -developing a legacy that benefits future generations.
     
    The Denham and Lillich Team recognizes the importance of getting to know you, your financial needs, your goals and lifestyle. That is the foundation we use to help you define and prioritize your long-term financial objectives and to develop a comprehensive plan that seeks to not only secure your financial future, but that of your loved ones as well.

      Location

      400 Convention St
      Ste 400
      Baton Rouge, LA 70802
      US
      Direct:
      (225) 237-3125(225) 237-3125
      Toll-Free:
      (800) 666-3960(800) 666-3960

      Meet The Denham and Lillich Team

      About Me

      Angela L. Denham has been helping clients work toward their financial goals for more than 25 years. Through her caring guidance and personal service, she assists clients with a wide range of financial needs, focusing on investment management, wealth management, 401(k) rollovers, retirement distribution planning, retirement planning for individuals and business owners, trust accounts, and insurance strategies. Today, her long-established customer relationships have formed the foundation of her practice where she can focus all of her efforts on serving clients.

      Angela continuously tracks financial trends and educates her clients on the services and strategies best tailored to their needs. Angela's extensive experience includes having previously spent time as chief compliance officer and financial operations principal at Harger and Company and, most recently, as financial advisor at LPL Financial. In the summer of 2017, she and partner Micah Lillich made the transition from LPL Financial to Morgan Stanley, forming The Denham and Lillich Team at Morgan Stanley.

      Angela began practicing as a financial consultant in 1990. She earned a Bachelor of Science degree in Business Administration from Louisiana State University in 1991, and holds FINRA Series 7, 31 & 63 registrations. Angela is also insurance licensed for life, annuity, disability and long-term care. 

      Angela has lived in the Baton Rouge area for her entire life and enjoys family time and playing sports with her son, Mack. She is involved in various civic and community organizations, including previously serving as an instructor for Nicholls State University's Camp and Conferences Departments courses, hosting “Financial Strategies for Successful Retirement” seminars since 1997.



      Life insurance, disability income insurance and long-term care insurance are offered through Morgan Stanley's Smith Barney LLC's licensed insurance agency affiliates.
      Securities Agent: TX, LA, VA, TN, PA, OH, NY, NC, MS, MO, MI, MD, IL, GA, FL, DC, CA, AZ, AR, AL; General Securities Representative; General Securities Principal; Investment Advisor Representative
      NMLS#: 1731299

      About Me

      Micah Lillich serves a broad range of client financial needs through a consistently high level of personalized service and support. He assist clients with a wide range of financial needs, focusing on investment and insurance planning strategies, retirement distribution planning and portfolio allocations tailored to each client’s needs and risk tolerance.

      Micah earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and holds the Series 7 and 66 securities registrations. He earned a Masters of Business Administration and Bachelor of Science in Finance from Louisiana State University (LSU) where he remained on the Dean’s List for ten consecutive semesters. He is an alumnus of Sigma Chi Fraternity.

      Prior to Morgan Stanley, Micah spent time as a financial advisor at LPL Financial, working alongside partner Angela Denham. In the summer of 2017, the duo transitioned over from LPL Financial, forming The Denham and Lillich Team at Morgan Stanley.

      Originally from Shreveport, LA, Micah graduated from C.E. Byrd High School where he played Lacrosse for three Louisiana State Championship Teams, as well as one Texas State runner-up team. Micah enjoys playing golf, hunting and fishing. He and his wife Brooke reside in Baton Rouge and are the proud parents of one daughter, Mary Catherine, and a son, Harrison.


      Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
      Securities Agent: TX, LA, VA, TN, PA, OH, NY, NC, MS, MO, MI, MD, IL, GA, FL, DC, CA, AZ, AR, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1785343

      About Me

      Lynne Fagan began her financial services industry career in 1985, and brings more than 30 years of experience to The Denham and Lillich Team at Morgan Stanley. Lynne has worked closely with Angela Denham since 2003 as Executive Assistant and Office Manager, prior to her current role as Client Service Associate. 

      Lynne plays an integral role on the team, as she is often the first point of contact for clients calling in with questions about their accounts or to learn more about the many services we provide. Her vast responsibilities include handling client correspondence and working closely with our clients and team members to ensure that account documentation is properly completed and processed. Lynne is also in charge of planning client events. She is committed to ensuring that each of our clients are provided the access, timely information and proactive communication they depend on in the caring and friendly manner they have come to rely on from our team.

      Lynne was born and raised in Houma and resides in Schriever, LA. She has three beautiful daughtersMelissa, Jessica and Emilee, and six grandchildrenAugust, Journey, Soren, Brandt and twins Channing and Harper. Lynne enjoys spending time with her family and gardening.  
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      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      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.

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      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

      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.

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