Nicholas A. Moran, CFP®
Senior Vice President, Financial Advisor, Family Wealth Director, Portfolio Management Director
Phone:
(504) 585-3904(504) 585-3904
The Oak Point Wealth Management Group at Morgan Stanley
Direct:
(504) 585-3904(504) 585-3904
Toll-Free:
(800) 227-6121(800) 227-6121
Our Mission Statement
You are navigating real complexity. Our goal is to help bring structure and clarity when it matters most.
We are built for the Pivot Points of Significant Wealth
General advice is available everywhere. Specific answers are harder to find.
- The Business Exit - Structuring the transition from business owner to investor.
- The Equity Award - Turning company stock into diversified capital.
- The Concentrated Position - Managing risk without triggering unnecessary taxes.
- The Accumulation Years - Turning high income into durable net worth.
- The Retirement Transition - Replacing a salary with a reliable income stream.
- The Family Legacy - Transferring values, not just assets.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
True resilience requires more than one gear.
Markets change, and a static strategy is a fragile one. We build across four distinct pillars, allowing us to adapt to the environment without changing the destination.
LIQUIDITY
Reserves to help ensure you are never a forced seller.
FOUNDATION
Efficient, low-cost global market exposure.
NAVIGATOR
Risk management designed to reduce volatility.
VISION
Access to private markets and opportunities beyond the public exchange.
You should never have to wonder if a stone was left unturned.
The Oak Point Wealth Management Group at Morgan Stanley is built for continuity. We do not work in silos; we work as a team.
Backed by Certified Financial Planner (CFP®) and Family Wealth Director credentials, and recognized as a Forbes Best-in-State Wealth Management Team, we apply technical discipline to every decision. We believe that complex situations require more than one perspective. That is why your financial strategy is not determined by a single person. It is discussed, debated, and refined by our team before it is presented to you.
Boutique Attention. Global Scale.
The Extended Bench
Your financial life may eventually require firepower beyond what a single advisory team can provide. When the complexity of your estate, tax, or lifestyle demands it, we unlock the full resources of Morgan Stanely. We act as the gatekeepers to these specialized divisions, ensuring they are integrated seamlessly into your core strategy.
- Private Aviation (Purchase, Lease, or Share)
- College Admissions Counseling
- Next-Gen Financial Education
- Eldercare & Health Concierge
- Forbes Best-in-State Wealth Management Teams for 2025 - The Kennedy Moran Group
- 2025 Forbes Best In-State Wealth Advisors - Nick Moran
- Family Wealth Director (FWD) - Nick Moran - Awarded to those who have extensive experience working with ultra high net worth families, and who have undergone sophisticated/rigorous training
- 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.
- 2025 Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Advanced Tax & Estate
Reserved for families with complex multi-generational needs and $25M+ in assets with us. We do not replace your CPA or Attorney; we arm them. We bring in a dedicated team of non-practicing CPAs and attorneys to analyze your balance sheet, stress-test your estate plan, and identify tax-efficient transfer strategies that local generalists might miss.
Lifestyle Advisory
Access begins at $10M+ in assets. Wealth should enhance your life, not complicate it. Through our Lifestyle Advisory Group, we provide concierge-level support for the logistics of success, including:
Outsourced Chief Investment Office (OCIO)
Access begins at $25M+ in assets. For institutions and ultra-high-net-worth families, we offer a fully outsourced investment function. This allows you to hand off the day-to-day burden of fiduciary oversight, risk management, and manager selection, freeing you to focus on the bigger picture while retaining institutional-grade control.
Awards and Designations
Location
1100 Poydras St
Ste 1900
New Orleans, LA 70163
US
Direct:
(504) 585-3904(504) 585-3904
Toll-Free:
(800) 227-6121(800) 227-6121
Meet The Oak Point Wealth Management Group
Jonathan B. Leader
First Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(504) 561-6866(504) 561-6866
Blake P. Steger
Associate Vice President, Financial Advisor
Phone:
(504) 585-3921(504) 585-3921
Phone:
(504) 585-3949(504) 585-3949
Monica Cassara
Registered Client Service Associate
Phone:
(504) 561-6830(504) 561-6830
Thomas J. Loughran
Senior Registered Client Service Associate
Phone:
(504) 585-3946(504) 585-3946
About Nicholas A. Moran
Nick is a Portfolio Management Director and understands the challenges that can accompany significant wealth.
As a Family Wealth Director—a designation held by a select 6% of Morgan Stanley advisors (As of June 2025)—Nick works with ultra-high-net-worth families to help address complex needs. His experience includes business exit planning and multigenerational wealth transfer planning.
Dedicated Resource
Nick believes that strategy should never happen in a silo. Nick works collaboratively with client's legal, tax, and insurance advisors to align investment planning with broader planning considerations.
Technical Discipline
Since joining Morgan Stanley in 2010, Nick has focused on discretionary portfolio management supported by extensive financial planning experience. As a Portfolio Management Director, he builds strategies that consider market dynamics and risk management strategies.
Recognition & Designations
Nick holds the CFP®, a designation obtained by professionals who have meet rigorous standards in financial planning. He has been recognized by Forbes as a Best-in-State Wealth Advisor (2025) and a Top Next-Gen Wealth Advisor (2023). He leads a team, The Oak Point Wealth Management Group at Morgan Stanley, that has been named to the 2024 and 2025 Forbes Best-in-State Wealth Management Teams list.
Life Outside the Office
Nick lives with his wife and two sons. He is deeply involved in his boys' activities, often found coaching a team sport or cheering from the sidelines. When not on the field, he enjoys traveling and diving into books on financial markets, decision making, and history.
Awards Disclosures:
2025 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
2024 - 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2023 - Forbes Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html
As a Family Wealth Director—a designation held by a select 6% of Morgan Stanley advisors (As of June 2025)—Nick works with ultra-high-net-worth families to help address complex needs. His experience includes business exit planning and multigenerational wealth transfer planning.
Dedicated Resource
Nick believes that strategy should never happen in a silo. Nick works collaboratively with client's legal, tax, and insurance advisors to align investment planning with broader planning considerations.
Technical Discipline
Since joining Morgan Stanley in 2010, Nick has focused on discretionary portfolio management supported by extensive financial planning experience. As a Portfolio Management Director, he builds strategies that consider market dynamics and risk management strategies.
Recognition & Designations
Nick holds the CFP®, a designation obtained by professionals who have meet rigorous standards in financial planning. He has been recognized by Forbes as a Best-in-State Wealth Advisor (2025) and a Top Next-Gen Wealth Advisor (2023). He leads a team, The Oak Point Wealth Management Group at Morgan Stanley, that has been named to the 2024 and 2025 Forbes Best-in-State Wealth Management Teams list.
Life Outside the Office
Nick lives with his wife and two sons. He is deeply involved in his boys' activities, often found coaching a team sport or cheering from the sidelines. When not on the field, he enjoys traveling and diving into books on financial markets, decision making, and history.
Awards Disclosures:
2025 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
2024 - 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2023 - Forbes Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: MS, KY, ID, MT, HI, AZ, AR, WA, LA, AL, NY, DE, DC, OR, OK, FL, CT, TX, OH, NJ, VA, UT, TN, PA, NM, NE, CO, CA, SC, MI, ME, IN, WV, NC, IL, IA, NV, MO, MD, MA, KS, GA, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1364397
NMLS#: 1364397
About Jonathan B. Leader
Jonathan brings a rare perspective to wealth management: he has sat in the client’s seat.
For 13 years prior to joining Morgan Stanley, Jonathan served as a Senior Vice President at Westrock Group, the single-family office for the founders of Alltel Corporation.
Experience with Significant Liquidity
Jonathan was brought into the family office following Alltel’s $28.1 billion acquisition by Verizon Wireless*. He was tasked with the complexity that follows a massive liquidity event—helping to build the investment framework, manage the transition from business owner to investor, and lay the foundation for a multi-generational legacy.
Institutional Discipline
Jonathan’s background is rooted in the technical side of capital markets.
Investment Banking: He began his career at Stephens Inc., working on sell-side transactions and equity private placements.
Corporate Strategy: He served in corporate strategy at Alltel, bridging the gap between operations and finance.
Risk Management: At Westrock, he managed discretionary portfolios and developed hedging strategies for commodity operating businesses.
Why This Matters
Jonathan understands that for ultra-high-net-worth families, the goal is often preservation first, growth second. He applies an institutional "risk-first" lens to every portfolio, helping to ensure that the strategy protects the lifestyle the wealth was created to support.
Life Outside the Markets
A New Orleans native, Jonathan now resides in Little Rock with his wife, Sara Beth, and their dog, Tux. Outside of the office, he is an avid fitness enthusiast.
*Source: https://www.spglobal.com/marketintelligence/en/mi/country-industry-forecasting.html?id=106596724
For 13 years prior to joining Morgan Stanley, Jonathan served as a Senior Vice President at Westrock Group, the single-family office for the founders of Alltel Corporation.
Experience with Significant Liquidity
Jonathan was brought into the family office following Alltel’s $28.1 billion acquisition by Verizon Wireless*. He was tasked with the complexity that follows a massive liquidity event—helping to build the investment framework, manage the transition from business owner to investor, and lay the foundation for a multi-generational legacy.
Institutional Discipline
Jonathan’s background is rooted in the technical side of capital markets.
Investment Banking: He began his career at Stephens Inc., working on sell-side transactions and equity private placements.
Corporate Strategy: He served in corporate strategy at Alltel, bridging the gap between operations and finance.
Risk Management: At Westrock, he managed discretionary portfolios and developed hedging strategies for commodity operating businesses.
Why This Matters
Jonathan understands that for ultra-high-net-worth families, the goal is often preservation first, growth second. He applies an institutional "risk-first" lens to every portfolio, helping to ensure that the strategy protects the lifestyle the wealth was created to support.
Life Outside the Markets
A New Orleans native, Jonathan now resides in Little Rock with his wife, Sara Beth, and their dog, Tux. Outside of the office, he is an avid fitness enthusiast.
*Source: https://www.spglobal.com/marketintelligence/en/mi/country-industry-forecasting.html?id=106596724
Securities Agent: AR, AZ, WI, TN, OK, MD, IN, DE, UT, ME, HI, CT, NE, CO, NM, MO, KY, IL, DC, WV, VA, NV, NJ, CA, AL, OR, NC, MT, MI, WA, TX, SC, OH, NY, MS, MA, LA, ID, FL, KS, GA, RI, PA, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2498199
NMLS#: 2498199
About Blake P. Steger
A financial plan is not a static document; it is a living strategy.
Blake plays a critical role in the execution and maintenance of the financial planning process. Working in concert with the team’s planners, Blake ensures that the comprehensive strategy remains aligned with your changing life circumstances—from career transitions to retirement milestones.
From Banking to Advice
Blake joined Morgan Stanley in 2019 after serving as a Private Client Banker at JP Morgan Chase. He made the transition to wealth management to move beyond transactional banking, focusing instead on the long-term architecture of a family’s financial life.
Precision & Continuity
In a complex wealth management practice, details matter. Blake works closely with the partners to ensure that every aspect of the client’s plan is tracked, updated, and modeled with precision. He focuses on the "what if" scenarios, helping the team stress-test strategies before they are implemented.
Life Outside the Office
Blake is a dedicated health enthusiast, focusing on weightlifting and high-intensity training. On weekends, he can be found coaching his daughter’s soccer team or enjoying live music.
Blake plays a critical role in the execution and maintenance of the financial planning process. Working in concert with the team’s planners, Blake ensures that the comprehensive strategy remains aligned with your changing life circumstances—from career transitions to retirement milestones.
From Banking to Advice
Blake joined Morgan Stanley in 2019 after serving as a Private Client Banker at JP Morgan Chase. He made the transition to wealth management to move beyond transactional banking, focusing instead on the long-term architecture of a family’s financial life.
Precision & Continuity
In a complex wealth management practice, details matter. Blake works closely with the partners to ensure that every aspect of the client’s plan is tracked, updated, and modeled with precision. He focuses on the "what if" scenarios, helping the team stress-test strategies before they are implemented.
Life Outside the Office
Blake is a dedicated health enthusiast, focusing on weightlifting and high-intensity training. On weekends, he can be found coaching his daughter’s soccer team or enjoying live music.
Securities Agent: GA, FL, OK, OH, NM, MS, WV, MO, KS, HI, PA, DC, VA, TN, NJ, ME, MA, ID, CA, NY, NC, MT, IN, CO, AZ, NV, NE, MD, WA, UT, TX, SC, OR, DE, AR, AL, LA, KY, CT, RI, MI, IL, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1498160
NMLS#: 1498160
About John C. Ellis
While the core team focuses on wealth management, John leads the practice’s corporate institutional services.
For over 25 years, John has focused exclusively in the design, implementation, and management of corporate retirement plans. As a Corporate Retirement Director, he advises business owners and plan sponsors on the complexities of Qualified 401(k) plans and Non-Qualified Executive Compensation strategies.
John acts as a strategic resource for our business-owning clients. He helps them navigate plan design, supports their fiduciary responsibilities, conduct fee benchmarking, and evaluate employee participation analysis.
As a Chartered Retirement Plan Specialist℠, John provides deep technical guidance on a wide range of structures, including:
- Defined Benefit & Defined Contribution Plans
- Employer Stock Ownership Plans (ESOPs)
- Non-Qualified Executive Compensation Plans
Disclosures:
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
For over 25 years, John has focused exclusively in the design, implementation, and management of corporate retirement plans. As a Corporate Retirement Director, he advises business owners and plan sponsors on the complexities of Qualified 401(k) plans and Non-Qualified Executive Compensation strategies.
John acts as a strategic resource for our business-owning clients. He helps them navigate plan design, supports their fiduciary responsibilities, conduct fee benchmarking, and evaluate employee participation analysis.
As a Chartered Retirement Plan Specialist℠, John provides deep technical guidance on a wide range of structures, including:
- Defined Benefit & Defined Contribution Plans
- Employer Stock Ownership Plans (ESOPs)
- Non-Qualified Executive Compensation Plans
Disclosures:
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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 matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
Securities Agent: CT, WA, OR, NV, ME, LA, KY, ID, RI, NE, MI, DC, MS, MO, MD, KS, SC, OK, MA, IL, CA, UT, MT, CO, AR, TX, TN, NJ, IA, GA, FL, WV, PA, IN, AZ, VA, OH, NY, HI, DE, AL, NM, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2637761
NMLS#: 2637761
About Monica Cassara
Service is not an afterthought; it is a discipline.
Monica is responsible for the execution of the client experience. As a Registered Client Service Associate, she serves as the primary point of contact for administrative and operational needs—overseeing money movement, account onboarding, and the day-to-day logistics of your financial life.
Monica joined the team in 2023, bringing a background in high-stakes coordination. Her experience ranges from serving as Practice Manager for a private medical office to coordinating events at Churchill Downs. This unique background instilled in her the importance of precision, urgency, and addressing clients needs.
Monica’s goal is to assist with administrative tasks so clients can focus on the big picture. She works directly with the advisory team and is focused on addressing complex requests with a high level of service.
Life Outside the Office
A graduate of the University of South Carolina, Monica draws on her Sicilian heritage in her love for food, wine, and travel. Whether exploring a new vineyard or trying a new recipe, she is always looking for the next culinary adventure.
Monica is responsible for the execution of the client experience. As a Registered Client Service Associate, she serves as the primary point of contact for administrative and operational needs—overseeing money movement, account onboarding, and the day-to-day logistics of your financial life.
Monica joined the team in 2023, bringing a background in high-stakes coordination. Her experience ranges from serving as Practice Manager for a private medical office to coordinating events at Churchill Downs. This unique background instilled in her the importance of precision, urgency, and addressing clients needs.
Monica’s goal is to assist with administrative tasks so clients can focus on the big picture. She works directly with the advisory team and is focused on addressing complex requests with a high level of service.
Life Outside the Office
A graduate of the University of South Carolina, Monica draws on her Sicilian heritage in her love for food, wine, and travel. Whether exploring a new vineyard or trying a new recipe, she is always looking for the next culinary adventure.
About Thomas J. Loughran
We believe consistency is the foundation of exceptional service.
Tom brings nearly two decades of financial services experience to the team, serving as the operational anchor for the group since 2012. He provides the continuity and institutional knowledge that long-term clients rely on, seeking to address complex administrative tasks with speed and accuracy.
Operational Depth
Tom’s role extends beyond standard service. He is responsible for the technical execution of the team’s operations, from coordinating trade execution support for the partners to managing the intricate details of account openings and reporting.
Leveraging a strong background in computer networking, Tom often serves as the team’s technical troubleshooter. He helps clients navigate the firm’s digital tools.
Life Outside the Office
A graduate of the University of Florida with a degree in Journalism, Tom has called New Orleans home for over 20 years. He is an avid music fan who takes full advantage of the city’s cultural scene. In his free time, he enjoys exploring the city with his wife, Hope, and their daughter, Colette.
Tom brings nearly two decades of financial services experience to the team, serving as the operational anchor for the group since 2012. He provides the continuity and institutional knowledge that long-term clients rely on, seeking to address complex administrative tasks with speed and accuracy.
Operational Depth
Tom’s role extends beyond standard service. He is responsible for the technical execution of the team’s operations, from coordinating trade execution support for the partners to managing the intricate details of account openings and reporting.
Leveraging a strong background in computer networking, Tom often serves as the team’s technical troubleshooter. He helps clients navigate the firm’s digital tools.
Life Outside the Office
A graduate of the University of Florida with a degree in Journalism, Tom has called New Orleans home for over 20 years. He is an avid music fan who takes full advantage of the city’s cultural scene. In his free time, he enjoys exploring the city with his wife, Hope, and their daughter, Colette.
Contact Nicholas A. Moran
Contact Jonathan B. Leader
Contact Blake P. Steger
Contact John C. Ellis
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Tonya Umbehagen
Private Banker
Mark Jansen
Family Office Resources Generalist
About Tonya Umbehagen
Tonya Umbehagen is a Private Banker serving Morgan Stanley Wealth Management offices in Louisiana and Mississippi.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tonya began her career in financial services in 2009 and joined Morgan Stanley in 2024 as a Private Banker. Prior to joining the firm, she was a Market Sales Director at Bank of America/Merrill Lynch leading a team of Wealth Management Bankers. She has held several client-facing roles in the financial services industry.
Tonya lives in Covington, Louisiana with her husband. Outside of the office, she enjoys Pilates, boating and being active in her church community at First Baptist Church of Covington.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Tonya began her career in financial services in 2009 and joined Morgan Stanley in 2024 as a Private Banker. Prior to joining the firm, she was a Market Sales Director at Bank of America/Merrill Lynch leading a team of Wealth Management Bankers. She has held several client-facing roles in the financial services industry.
Tonya lives in Covington, Louisiana with her husband. Outside of the office, she enjoys Pilates, boating and being active in her church community at First Baptist Church of Covington.
NMLS#: 2655303
About Randy Payne
Randy Payne is a Senior Private Banker serving Morgan Stanley Wealth Management offices in the Dallas/Fort Worth Market.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Randy began his career in financial services in 1993, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Divisional Sales Director at Wells Fargo Advisors.
Randy is a graduate of Rensselaer Polytechnic Institute, where he received a Bachelor of Science in Management. He lives in Northlake, Texas with his family. Outside of the office, Randy enjoys spending time in Oxford, MS with his family cheering on Ole Miss football and baseball teams.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Randy began his career in financial services in 1993, and joined Morgan Stanley in 2014 as a Private Banker. Prior to joining the firm, he was a Divisional Sales Director at Wells Fargo Advisors.
Randy is a graduate of Rensselaer Polytechnic Institute, where he received a Bachelor of Science in Management. He lives in Northlake, Texas with his family. Outside of the office, Randy enjoys spending time in Oxford, MS with his family cheering on Ole Miss football and baseball teams.
NMLS#: 1214288
About Mark Jansen
Mark Jansen is a Family Office Resources Generalist for Morgan Stanley’s Family Office Resources, covering the Southeast Region. In this capacity, Mark provides specialized expertise to Financial Advisors and their UHNW clients across a broad range of family wealth management issues including; family governance and wealth education, strategic estate and financial planning, philanthropy management and lifestyle advisory. Mark has over 30 years of experience advising wealthy families, business owners, and their children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Most recently, Mark worked with New York Life in their Advanced Planning Group working with agents and their UHNW clients advising them on estate and legacy planning, business buy sell planning, and succession planning. Prior to New York Life, Mark held similar Advanced Planning Consulting roles in several National financial organizations. He originally started his career in the financial services industry in the tax department of the public accounting firm Grant Thornton. He is known for taking complex ideas and making them easy to understand. Frequently speaking to groups and individuals on estate and business planning, he brings a conversational style that helps to clarify the complex nature of these topics.
Mark received a Bachelor of Science degree from St. John’s University in Collegeville MN, received his JD degree Cum Laude from the University of Minnesota and his CPA license while working at Grant Thornton. He holds a Series 7, 24 and 63 securities licenses. He currently lives in Richmond Virginia with his wife and occasionally one of their 6 children.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
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.
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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
529 Plans: A Powerful Tool to Save for Education
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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
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A Simple Six-Step Retirement Checkup
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
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Financial Planning for Life After Selling a Business
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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
