About Us

The Feld Weinstein Group at Morgan Stanley offers a diverse team of professionals with over 90 years of combined wealth management experience located in Baton Rouge, La. Our team seeks to deliver the intimacy of a boutique-like setting with the resources of our veteran six person team. We strive to exceed your needs and expectations by dedicating significant time and attention from our entire team to you. We believe our deliberately low client to staff ratio gives us freedom to create an attentive and highly professional environment for each client. Our team is dedicated to delivering customized financial strategies and advice that go beyond investing in stocks and bonds to address every aspect of your financial needs. We care about our clients and serve as a vital link to the vast resources at Morgan Stanley.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Executive Financial Services3
  • 401(k) Rollovers
  • Trust Services*
  • Stock Plan Services4
  • Corporate Retirement Plans5
  • Alternative Investments6
  • Endowments and Foundations7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

400 Convention St
Ste 400
Baton Rouge, LA 70802
US
Direct:
(225) 237-3128(225) 237-3128

Meet The Feld Weinstein Group

About Me

For nearly 30 years, Ira has provided financial and wealth management advice to corporations, institutional investors and high net worth individuals. He began his career in the institutional fixed income trading departments of prominent Wall Street firms including Citibank, NA and Credit Suisse. Ira joined Merrill Lynch in 1995 where he earned several internal designations to provide consulting services to large corporate and institutional retirement plans.  In addition, Ira recently earned his C(k)P® at UCLA Anderson School of management Executive Education. The C(k)P® Certified 401(k) Professional designation represents the pinnacle of achievement for the professional Retirement Plan Advisor. 

Today, Ira is a Managing Director and Financial Advisor with Morgan Stanley Wealth Management in Baton Rouge. He is a graduate of Tulane's A.B. Freeman School of Business and lives in Baton Rouge with his wife and daughter.
Securities Agent: TX, LA, WY, WV, WA, VI, VA, UT, SC, RI, PA, OR, OK, OH, NY, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 509694

About Me

David joined Morgan Stanley in Baton Rouge as a Managing Director – Wealth Management and Financial Advisor after having worked at Merrill Lynch for 19 years.  David helps successful families, business owners and ultra-high net worth individuals manage their wealth. He creates wealth management strategies for high net worth individuals and their families and is responsible for enhancing and establishing client relationships. David enjoys building long-term, successful client relationships while helping clients pursue their financial goals, and is also instrumental in identifying and implementing many of the tactical investment strategies that the team employs. Originally from Opelousas, David is a graduate of Louisiana State University and resides in Baton Rouge with his wife and their two children.
Securities Agent: TX, LA, WY, WV, WA, VI, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 509690

About Me

Sergio joined Morgan Stanley as a Financial Advisor and has been an integral part of The Feld Weinstein Group since 2006. Sergio graduated from Louisiana State University with a degree in Economics. Sergio works hand-in-hand with Ira and David in investment management, ongoing client support and growth of the business. He is dedicated to building personal relationships and guiding clients through their wealth management strategies to help them pursue their long-term and short-term financial goals. Sergio also assists with managing the daily operations of the team and helps to coordinate the team’s internal processes, which are designed to provide clients with a high-quality service experience.
Securities Agent: TX, LA, WY, WV, WA, VI, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 509688

About Me

Brandon joined Morgan Stanley as a Financial Advisor and has been an integral part of The Feld Weinstein Group since 2011. Brandon studied at West Virginia Wesleyan College and graduated from the University of New Orleans. He primarily focuses on assisting the team with portfolio maintenance and performance reporting. Brandon supports the clients in their day-to-day needs and in executing daily investment activities. He brings dedication and enthusiasm to working with clients and his goal is to offer unsurpassed service and support to enhance the overall client experience.
Securities Agent: TX, LA, WY, WV, WA, VI, VA, UT, SD, SC, RI, PA, OR, OK, OH, NY, NJ, NH, ND, NC, MT, MS, MO, MN, MI, MD, MA, KY, KS, IN, IL, GA, FL, DE, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 944242

About Me

Francelle joined Morgan Stanley as a Senior Registered Associate and has been an integral part of The Feld Weinstein Group since 2006. Her experience has positioned her as the team’s lead client service manager. She feels the clients are a team’s most important asset and serving them with attentive and knowledgeable service has been a top priority for Francelle. She brings a high level of enthusiasm, dedication and confidence to her interactions with clients, and focuses on assisting in a variety of administrative and support functions. Francelle helps clients with account opening, on-line services, statement reviews, fund transfers, ongoing communication as well as other client requests. Francelle is an alumnus of Louisiana State University and lives in Baton Rouge with her husband and two children.

About Me

Cherie joined Morgan Stanley as a Client Service Associate and has been an integral part of The Feld Weinstein group since 2015. She responds to all service request helping ensure that clients receive the highest possible level of service. She is dedicated to the efficient administration of your account. Her goal is to provide world-class service in a prompt and professional manner in order to help eliminate stress from your daily routine. Cherie is a graduate of Louisiana State University and lives in Pride, La., with her husband and two children.

Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

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Mosaic

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Ready to start a conversation? Contact The Feld Weinstein Group today.
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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.

3Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

4Morgan 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.

5Tax laws are complex and 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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.

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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.


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