Our Approach

Like most people, you may not have the time to manage your assets, or perhaps they’ve grown beyond your capability to handle them yourself. At The Foard Group, we are an experienced team of professionals that is well-equipped to help free you from the time commitment involved in the day-to-day management of your accounts. We will keep track of your investments and identify suitable solutions geared towards your long-term goals. Our team also adds significant value by providing the insight and guidance aimed at eliminating emotion—which is the enemy of any investment strategy—from your portfolio.

These economic times are exciting, yet unpredictable—we strive to help alleviate the concerns you have about investing, retirement and the impact that market swings have on your assets. We’ll help you define what is most important to you, your family and your business and develop a tailored plan with those objectives as the core of our strategy. At Morgan Stanley, our clients have access to a wide-array of investment choices, a premier trading platform as well as the intellectual capital of the firm’s industry leading chief strategists and economists.

We work with honor, integrity and compassion. We will always put your best interests first when making recommendations regarding your finances—ultimately our goal is to grow, preserve and transition your wealth in a manner which is most appropriate for you. Allow us to focus on your financial future so that you may focus your time and energy on what is most important to you and your family.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Annuities2
  • Asset Management3
  • Cash Management4
  • Certificates of Deposit5
  • Corporate Bonds6
  • Estate Planning Strategies7
  • Financial Planning8
  • Municipal Bonds9
  • Trust Accounts10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Process

Wealth Management Process

DISCOVER
Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your overall financial picture, including your previous investment experience and current retirement strategy.

CREATE
We develop a tailored roadmap to begin to help you build your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Grow and preserve your assets
• Transfer your wealth on to the next generation

ACT
Next, we help you implement the strategies we've formulated together, taking into consideration all we've discussed as well as special circumstances--things such as alimony, child support or the tax consequences of selling a large asset like your home.

ADJUST
Achieving your goals requires vigilance and flexibility. We help monitor your performance and recommend adjustments as life evolves, markets move, tax laws shift and priorities change.

    Location

    400 E Kaliste Saloom Rd
    Ste 1200
    Lafayette, LA 70508
    US
    Direct:
    (337) 267-2521(337) 267-2521
    Toll-Free:
    (800) 662-3925(800) 662-3925

    Meet The Foard Group

    About Me

    A Lafayette native, Robert joined Morgan Stanley as a Financial Advisor in 1994 and currently serves as First Vice President of The Foard Group. He holds the Financial Planning Specialist designation and is responsible for building and monitoring a majority of the financial planning the group does for its clients. Robert also has vast experience with insurance and annuities and being able to identify when those solutions are appropriate for the client's situation.

    Over the years, Robert has played quite an active role outside of the office, having served as Treasurer, Vice Chairman and Board Member for the Lourdes Foundation—an Acadiana-based Catholic organization that aims to help those in the local community find quality, affordable healthcare services. He has also served as Past President for numerous organizations, including Rebuilding Together/Christmas in April Acadiana, Greater Southwest Louisiana Mardi Gras Association and the Sertoma Club—which is short for “SERvice TO MAnkind.” Robert has also been a dedicated volunteer with United Way Acadiana, Junior Achievement, Coastal Conservation Association (Treasurer) and the Professional Advisors Committee—Community Foundation of Acadiana.
    Securities Agent: LA, WI, WA, VA, UT, TX, TN, OK, NY, NM, NC, MT, MS, IL, HI, GA, FL, CO, CA, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1274645

    About Me

    A seasoned professional with more than six decades of experience in the financial services industry, Tom currently serves as Senior Vice President of The Foard Group. He began his career in 1957 with Kohlmeyer & Co., in Lafayette and has been with Morgan Stanley and its predecessor firms for the past 53 years. Tom brings extensive knowledge and expertise in regards to wealth management, estate planning and capital markets.

    An Ole Miss graduate, Tom has been involved with the local community throughout his career, having served as a member of the Lafayette Chamber of Commerce as well as Past President of the United Way of Acadiana. He has also been active in Lafayette Mardi Gras for many years. Tom is a passionate fan and sponsor of the Acadian Symphony and is also active in his local church.

    Tom and his wife, Celia, have been married for over 50 years and have a large family that includes five children and six grandchildren.
    Securities Agent: OK, MS, LA, WA, VA, TX, TN, SC, NC, MT, MN, IN, HI, GA, FL, CO, CA, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1390873

    About Me

    Betty is in her 11th year as Registered Client Service Associate for The Foard Group. Prior to joining the team, she spent the previous 19 years working for Capital One in Abbeville, where she held multiple roles during her tenure both on the banking and investment side. Betty is Series 6, Series 7 and Series 63 licensed and also holds a Life, Health and Variable Annuity Louisiana Insurance license. In addition to her administrative duties, Betty assists partner Tom Foard with the processing of estates—ensuring that the wealth transfer goes according to plan and is a smooth process for all parties involved.

    Betty is a native of Abbeville. She has three adult children and two grandchildren. She loves being outdoors—taking walks, gardening, boating and traveling. During her free time Betty also enjoys reading, cooking and spending time with friends and loved ones.

    About Me

    Gladys has been an integral member of The Foard Group for the past three decades and currently serves as Client Service Associate. She works very closely with both the advisors and clients, assisting with various administrative tasks, including client on-boarding, account transfers and helping clients with their cash management needs.

    Originally from New Iberia, Gladys has called Lafayette home for over 40 years now. She is a Notary Public and—when called upon—proudly serves as the in-house Notary for the Lafayette Morgan Stanley office.

    Gladys has two adult daughters and five grandchildren. A former marathon runner, Gladys still enjoys an active lifestyle and also likes to travel or hop on the motorcycle with her husband, Peter.
    From Our Team

    Global Investment Committee Weekly


    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

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Reserved | Living & Giving

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Foard Group today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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

    5CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    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 and other legal matters.

    8Morgan 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.

    9Income 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.

    10Morgan 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 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.

    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 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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