TC Ford
Managing Director, Financial Advisor, Senior Portfolio Manager
Phone:
(985) 624-6912(985) 624-6912
The TC Ford Group at Morgan Stanley
TC FordMichael PlaskoE. Mason Rudolph Jr.Ken LooperKelli MorrisonAlexander Failla, CFP®W. Mason Rudolph
Direct:
(985) 624-6933(985) 624-6933
Toll-Free:
(800) 673-5745(800) 673-5745
Industry Award WinnerOur Mission Statement
Our goal is to empower our clients by delivering proactive and personalized financial strategies that are tailored to align with their life’s purpose and aspirations. We actively listen to our clients to understand the “why” behind their financial goals, allowing us to plan for both immediate goals as well as their life-long ambitions.
Our Approach
With our extensive industry backgrounds, diverse areas of focus, and team-oriented approach, we are well-equipped to handle complex or challenging situations. Our group advises a broad range of clients, including affluent families, business owners, entrepreneurs, physicians, attorneys, corporate executives, athletes, coaches, entertainers, and other high-achieving individuals. We seek to work with those who share our values, embrace innovative thinking, and genuinely seek our guidance. While performance results are a key consideration, our primary focus is on helping clients achieve what matters most to them.
Unlike many groups, we assign at least two advisors to work with each client. We carefully match the skillsets and personalities of our advisors to each client, facilitating the development of long-term, meaningful relationships. While we discuss specific recommendations as a full team, we ensure seamless communication by sharing these insights with each client through their co-advisors.
We are honored to have received awards such as Forbes Best-in-State Wealth Management Team (2025-2026), Forbes Best-in-State Wealth Advisors (2026), and Barron’s Top 1500 Advisors State-by-State (2026). However, our greatest honor is the ongoing loyalty shown to us by our clients.
Choosing the right wealth management team is an important decision that can significantly impact your financial future. We welcome the opportunity to have a conversation with you when you’re ready to take the first step.
Unlike many groups, we assign at least two advisors to work with each client. We carefully match the skillsets and personalities of our advisors to each client, facilitating the development of long-term, meaningful relationships. While we discuss specific recommendations as a full team, we ensure seamless communication by sharing these insights with each client through their co-advisors.
We are honored to have received awards such as Forbes Best-in-State Wealth Management Team (2025-2026), Forbes Best-in-State Wealth Advisors (2026), and Barron’s Top 1500 Advisors State-by-State (2026). However, our greatest honor is the ongoing loyalty shown to us by our clients.
Choosing the right wealth management team is an important decision that can significantly impact your financial future. We welcome the opportunity to have a conversation with you when you’re ready to take the first step.
Services Include
- Financial PlanningFootnote1
- Alternative InvestmentsFootnote2
- AnnuitiesFootnote3
- Cash ManagementFootnote4
- Cash Management and Lending ProductsFootnote5
- Estate Planning StrategiesFootnote6
- Donor Advised Funds
- 401(k) Rollovers
- Long Term Care InsuranceFootnote7
- Life InsuranceFootnote8
- Philanthropic ManagementFootnote9
- Trust AccountsFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The TC Ford Group functions as a true team—not just a collection of individuals. We discuss recommendations for clients with our full advisory team to leverage our collective wisdom that spans the spectrum of wealth management. The broad areas of focus covered by our advisors allows us to successfully address most complex or unique situations internally.
In short, we strive to be a family office resource that helps provide the freedom to enjoy the wealth you created.
Additionally, our cross-generational advisory team positions us to guide your financial journey for the rest of your life. It's also useful in engaging the next generations of your family which can facilitate long-term continuity and sustainment of your legacy.
We make decisions thoughtfully, not emotionally. We rely on traditional goals-based planning systems and conventional data. But we're also innovative. We're open-minded to new ideas and approaches. And while we realize the value of quantitative information, we embrace the qualitative aspect of each client. Doing so lets us understand the "why" behind your goals—imperative for providing the best standard of care possible.
The financial world is confusing and overwhelming for many. So, we simplify financial matters and emphasize financial education, especially for younger generations. We want you to understand your plan and our recommendations, so hopefully you can look to the future with greater confidence.
We do all of this because we genuinely care about the well-being of our clients—and we prove it by our actions every day.
A sudden or premature ending to a career. Uncertainty about your employment for next season. Sporadic or volatile periods of income. Peak earning years potentially coming early in life. Liquidity or tax issues when funding charitable foundations.
Those employed in the sports and entertainment industries face these and other unique, complex wealth management challenges that many financial professionals may not fully comprehend. With several former athletes on our team, we understand these matters, and are passionate about counseling those in these situations.
We take an “athlete-minded” approach to wealth management. We’re competitors. We like to win. Most importantly, we have the knowledge and experience required to successfully navigate these challenges for you—whether you’re an athlete, coach, entertainer or other industry professional. This begins with developing a thoughtfully designed financial plan structured to take into account the variances involved with your industry.
Additionally, with a Global Sports & Entertainment Director on our team, you’ll have access to Morgan Stanley’s customized resources and programs, such as investment banking services, private equity solutions, family governance, philanthropic advisory services and lifestyle advisory services.
Among other objectives, these resources can provide support for growing your platform, managing your reputation, evaluating endorsement deals, caring for loved ones, giving back to favorite causes and allowing you to focus on those things in life that matter most to you.
Those employed in the sports and entertainment industries face these and other unique, complex wealth management challenges that many financial professionals may not fully comprehend. With several former athletes on our team, we understand these matters, and are passionate about counseling those in these situations.
We take an “athlete-minded” approach to wealth management. We’re competitors. We like to win. Most importantly, we have the knowledge and experience required to successfully navigate these challenges for you—whether you’re an athlete, coach, entertainer or other industry professional. This begins with developing a thoughtfully designed financial plan structured to take into account the variances involved with your industry.
Additionally, with a Global Sports & Entertainment Director on our team, you’ll have access to Morgan Stanley’s customized resources and programs, such as investment banking services, private equity solutions, family governance, philanthropic advisory services and lifestyle advisory services.
Among other objectives, these resources can provide support for growing your platform, managing your reputation, evaluating endorsement deals, caring for loved ones, giving back to favorite causes and allowing you to focus on those things in life that matter most to you.
Discovery Process
As a goal-oriented team, we begin our process with the end in mind. In this initial step, we dedicate time to understanding you and your family to help identify your goals. We discuss important matters such as your assets, liabilities, and risk exposures. These conversations enable us to develop specific strategies that align with your aspirations and tailor our relationship to fit your needs.
Formulation of Tax, Trust and Estate Strategy
As part of our commitment to providing comprehensive care for every client, we encourage collaboration and communication with your tax and legal advisors. This approach helps us gain a complete understanding of your financial world. Regarding estate matters, we assist in analyzing your income and estate tax circumstances to identify and customize planning techniques that support your objectives.
Creation of Customized Strategic Asset Allocation
We educate clients to ensure they have a clear understanding of risks, rewards, and realistic expectations. Your asset allocation will be designed to reflect these potential risks and rewards across multiple entities.
Integration of Tactical Asset Allocation
At times, market conditions may present short-term opportunities that could benefit you. Before making any recommendations, we analyze the impact that taxes and trading costs may have on your potential returns.
Implementation of a Customized Wealth Strategy
After conducting comprehensive due diligence and analyzing your expected results across multiple market scenarios, we select targeted strategies from Morgan Stanley’s expansive investment platform that are tailored for you.
Ongoing Assessment
We are a forward-looking team, conducting ongoing reviews of your financial plan. We may recommend changes based on market conditions or your evolving financial needs to help keep your plan on track. We believe a financial plan should be viewed as a living document rather than a static one.
Throughout the year, we will stay in touch to ensure we are aware of any major changes in your life, review your plan’s progress, and discuss potential modifications. Any changes will be made only with your full approval, ensuring you feel comfortable and confident about your decisions.
Throughout the year, we will stay in touch to ensure we are aware of any major changes in your life, review your plan’s progress, and discuss potential modifications. Any changes will be made only with your full approval, ensuring you feel comfortable and confident about your decisions.
Location
1261 West Causeway Approach
Mandeville, LA 70471
US
Direct:
(985) 624-6933(985) 624-6933
Toll-Free:
(800) 673-5745(800) 673-5745
Meet The TC Ford Group
Michael Plasko
Senior Vice President, Wealth Management, Financial Advisor
Phone:
(985) 624-6930(985) 624-6930
Phone:
(985) 624-6959(985) 624-6959
Ken Looper
First Vice President, Wealth Management, Financial Advisor
Phone:
(985) 624-6978(985) 624-6978
Kelli Morrison
Associate Vice President, Wealth Management, Financial Advisor
Phone:
(941) 714-7923(941) 714-7923
Phone:
(985) 624-6985(985) 624-6985
Alexander Failla, CFP®
Vice President, Wealth Management, Financial Advisor, Portfolio Manager, Alternative Investments Director
Phone:
(504) 585-3971(504) 585-3971
Rudy Johnson
Business Development Manager
Phone:
(985) 624-6910(985) 624-6910
Michele C. Berthelot
Portfolio Associate
Phone:
(985) 624-6932(985) 624-6932
Jessica F. Williams
Portfolio Associate
Phone:
(985) 624-6933(985) 624-6933
Lindy Giambrone
Client Service Associate
Phone:
(985) 624-6911(985) 624-6911
About TC Ford
Since 2007, TC has been dedicated to crafting personalized wealth management strategies that align with each client’s unique goals and aspirations. By understanding their individual needs, he creates tailored long-term strategies aimed at achieving successful outcomes. His approach combines proactive service with dynamic portfolio management, offering the personalized touch of a boutique firm alongside the resources of a global institution. We focus on helping our clients create a clear plan designed to help them achieve and enjoy the 'why' in their lives and seek to pass on their wealth to the next generation.
Our core values—integrity, intention, initiative, and family—guide every decision we make, to help ensure a truly personalized and dedicated experience.
After graduating valedictorian from Mandeville High School, TC earned an Economics degree from Northwestern University, where he was a four-year letterman and Academic All-American on the Big Ten Champion golf team. He played golf professionally before transitioning to the financial services industry in 2007. TC now resides in Mandeville with his wife, Mikaela, and their four children—identical twins Thomas and Topher, Oscar, and Libby—who together are the ‘why’ in his life.
Our core values—integrity, intention, initiative, and family—guide every decision we make, to help ensure a truly personalized and dedicated experience.
After graduating valedictorian from Mandeville High School, TC earned an Economics degree from Northwestern University, where he was a four-year letterman and Academic All-American on the Big Ten Champion golf team. He played golf professionally before transitioning to the financial services industry in 2007. TC now resides in Mandeville with his wife, Mikaela, and their four children—identical twins Thomas and Topher, Oscar, and Libby—who together are the ‘why’ in his life.
Securities Agent: DC, DE, NJ, SD, GA, NE, MO, AR, NY, MS, IN, UT, OH, NM, FL, AZ, AL, WY, VA, OR, CA, PA, OK, MN, TN, MD, WA, KY, CO, TX, NV, MT, MA, IL, SC, MI, IA, NC, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 510143
AR Insurance License #: 10144122
NMLS#: 510143
AR Insurance License #: 10144122
About Michael Plasko
A seasoned professional since 1994, Mike implements wealth management strategies for clients, concentrating on Portfolio Management. His focus is implementing portfolio strategies to include equity, mutual fund, ETF, alternative investments, fixed income, annuity, and insurance solutions to help clients achieve their desired financial goals.
Mike attended Penn State University on a Naval ROTC scholarship and graduated with a Bachelor of Science degree. He is firmly committed to long-term relationships and strives to deliver exceptional client service. Mike listens carefully to the goals, concerns and passions of his clients. Based on their input, he works attentively to help them achieve their financial objectives.
A retired Naval Reserve Commander with 25 years of experience, Mike brings a high degree of leadership and discipline to the team. He and his wife, Susan, have been married for more than 20 years and reside in Abita Springs with their only daughter, Kara.
Mike attended Penn State University on a Naval ROTC scholarship and graduated with a Bachelor of Science degree. He is firmly committed to long-term relationships and strives to deliver exceptional client service. Mike listens carefully to the goals, concerns and passions of his clients. Based on their input, he works attentively to help them achieve their financial objectives.
A retired Naval Reserve Commander with 25 years of experience, Mike brings a high degree of leadership and discipline to the team. He and his wife, Susan, have been married for more than 20 years and reside in Abita Springs with their only daughter, Kara.
Securities Agent: NY, DE, NV, NM, MT, IL, DC, AR, WY, KY, GA, MO, AL, WA, UT, NJ, MN, MD, MA, MI, FL, CO, OK, NE, NC, MS, LA, AZ, SD, OR, VT, VA, TN, PA, IN, CA, TX, SC, OH, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2626238
NMLS#: 2626238
About E. Mason Rudolph Jr.
Mason Rudolph Jr., a native of Clarksville Tennessee and a graduate of the University of Alabama with a Bachelor of Science from the Culverhouse School of Business, has built a distinguished career in the Financial Industry. Having been a Financial Advisor since 1993, Mason’s success is a direct result of his ability to develop personal, lifelong relationships with his clients while garnering an understanding of their goals and building trust and confidence throughout their financial journey. His wealth of knowledge and experience provides insight to uncover client concerns and build a clear strategy to help meet their short and long term financial goals.
As a Senior Vice President, his core competencies are planning security analysis, portfolio construction, retirement plans, cash management, lending solutions, concentrated stock positions and structured investments.
Mason is an accomplished amateur golfer, a former board member of the Louisiana Golf Association and a member to the Leadership St. Tammany Class of 2012. He met his wife, Kelly while at the University of Alabama and they have been married since 1987. Their twin sons, Hunter and Myers, are married and he has two grandchildren.
As a Senior Vice President, his core competencies are planning security analysis, portfolio construction, retirement plans, cash management, lending solutions, concentrated stock positions and structured investments.
Mason is an accomplished amateur golfer, a former board member of the Louisiana Golf Association and a member to the Leadership St. Tammany Class of 2012. He met his wife, Kelly while at the University of Alabama and they have been married since 1987. Their twin sons, Hunter and Myers, are married and he has two grandchildren.
Securities Agent: NE, IL, NV, MA, KY, WA, SD, PA, OR, NJ, MT, AL, WI, GA, TN, NY, MI, FL, AZ, OK, OH, MS, MD, IN, UT, CA, AR, TX, NC, DE, DC, WY, IA, CO, SC, NM, MN, VA, MO, LA; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 510140
NMLS#: 510140
About Ken Looper
Ken started his career in financial services in 2018 with Morgan Stanley and has since joined The TC Ford Group at the firm. While Ken has multiple different roles at the TC Ford Group, his primary focuses are being a relationship manager, engaging in structured note/alternatives and trading across the platform.
After graduating from Fontainebleau high school, Ken attended the University of Nebraska Omaha on scholarship to play golf. After three years at UNO, Ken transferred to Louisiana State University where he earned a bachelor’s degree in marketing. Graduating from LSU on the Dean’s list, Ken went on to play professional golf for the next seven years on various tours, including the Korn Ferry tour and the Latin Tour.
Ken now resides in Mandeville with his wife and two children, Kenny and Benny. Outside of the office, Ken enjoys playing golf and spending time with his family.
After graduating from Fontainebleau high school, Ken attended the University of Nebraska Omaha on scholarship to play golf. After three years at UNO, Ken transferred to Louisiana State University where he earned a bachelor’s degree in marketing. Graduating from LSU on the Dean’s list, Ken went on to play professional golf for the next seven years on various tours, including the Korn Ferry tour and the Latin Tour.
Ken now resides in Mandeville with his wife and two children, Kenny and Benny. Outside of the office, Ken enjoys playing golf and spending time with his family.
Securities Agent: NM, DE, SD, OK, MA, KY, FL, CA, WA, NV, TX, TN, IL, AR, UT, PA, NJ, NC, MT, MS, MD, NE, MI, IA, GA, VA, MO, DC, CT, CO, AL, LA, AZ, WY, NY, MN, SC, OR, OH, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1830993
AR Insurance License #: 19044732
NMLS#: 1830993
AR Insurance License #: 19044732
About Kelli Morrison
Kelli joined the TC Ford Group in the Fall of 2021 after spending the previous two years as the Wealth Advisor Associate for the Louisiana/Mississippi complex. As a Wealth Advisor Associate, she partnered with Morgan Stanley Financial Advisors to create personalized financial planning solutions for their clients. While Kelli has multiple roles within The TC Ford Group, she specializes in working with our clients to create comprehensive financial plans, educating clients on the vast digital resources within Morgan Stanley, and running the team’s 401k division in addition to proactively managing client relationships.
Prior to starting her career at Morgan Stanley, Kelli earned her bachelor’s degree in Accounting and Business from Florida Southern College where she was a pitcher for their Division II Women's Softball Team.
Kelli now resides in her hometown of Bradenton, FL with her husband, Motte and their daughter, Janie. Outside of work, Kelli loves spending time with her family and enjoying all things outdoors.
Prior to starting her career at Morgan Stanley, Kelli earned her bachelor’s degree in Accounting and Business from Florida Southern College where she was a pitcher for their Division II Women's Softball Team.
Kelli now resides in her hometown of Bradenton, FL with her husband, Motte and their daughter, Janie. Outside of work, Kelli loves spending time with her family and enjoying all things outdoors.
Securities Agent: MI, IN, LA, DE, PA, OK, NE, CO, TX, TN, NJ, MD, MA, GA, FL, AL, MO, SD, NY, MS, ID, IA, WY, UT, NM, MN, DC, CA, SC, OH, NV, KY, AR, VA, OR, NC, WA, IL, AZ, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1918460
AR Insurance License #: 19367355
NMLS#: 1918460
AR Insurance License #: 19367355
About W. Mason Rudolph
W. Mason graduated Cum Laude from the University of Alabama with a bachelor’s degree in Commerce and Business Administration. Prior to graduation, W. Mason was honored with the recognition of being a member of the 107th class of the Jasons Men's Honorary- the oldest honor society at the University of Alabama, consisting of 40 rising seniors honored for their outstanding academic achievement, campus involvement, leadership, and character.
Prior to his career at Morgan Stanley, W. Mason worked for CAA Sports, where he was an executive assistant to Jimmy Sexton. While supporting all daily operations of the CAA Football and CAA Coaching groups, his responsibilities included conducting thorough research and analysis on industry trends, competitor activities, and potential client opportunities, providing valuable insights and supporting strategic decision-making.
W. Mason is a Financial Advisor Associate in Mandeville, LA, who, along with the team commits to understanding and helping clients achieve their financial goals. Away from the office, Mason enjoys following the sports business industry, running, exercising, and playing competitive amateur golf.
Prior to his career at Morgan Stanley, W. Mason worked for CAA Sports, where he was an executive assistant to Jimmy Sexton. While supporting all daily operations of the CAA Football and CAA Coaching groups, his responsibilities included conducting thorough research and analysis on industry trends, competitor activities, and potential client opportunities, providing valuable insights and supporting strategic decision-making.
W. Mason is a Financial Advisor Associate in Mandeville, LA, who, along with the team commits to understanding and helping clients achieve their financial goals. Away from the office, Mason enjoys following the sports business industry, running, exercising, and playing competitive amateur golf.
Securities Agent: KY, MN, PA, OR, NE, NC, DC, TX, NY, MI, AR, WY, TN, OK, MD, LA, SD, NV, MT, IA, MA, AZ, VT, NM, MO, AL, VA, OH, NJ, IL, CA, WA, UT, SC, IN, GA, FL, DE, CO, MS; General Securities Representative; Investment Advisor Representative
NMLS#: 2768907
NMLS#: 2768907
About Alexander Failla
Alex Failla, a native of New Orleans, embarked on his career at Morgan Stanley in 2017. After earning a degree in finance from Loyola University New Orleans, Alex initially worked in corporate lending at a regional bank before transitioning to wealth management. He dedicated nine years as an individual practitioner at Morgan Stanley before joining The TC Ford Group in 2025. As a CERTIFIED FINANCIAL PLANNER® and a Morgan Stanley designated Alternative Investments Director, Alex specializes in crafting personalized financial plans an integrating private alternatives into client portfolios.
Residing in the Lakeview neighborhood of New Orleans, Alex enjoys life with his wife, Kelsey, their children, Tommy and Pearce, and their Dachshund, Cosmo. In his leisure time, Alex is passionate about family activities, cheering for the Saints and Cubs, and traveling.
Residing in the Lakeview neighborhood of New Orleans, Alex enjoys life with his wife, Kelsey, their children, Tommy and Pearce, and their Dachshund, Cosmo. In his leisure time, Alex is passionate about family activities, cheering for the Saints and Cubs, and traveling.
Securities Agent: OR, IL, WA, NV, NJ, MO, SC, IN, GA, AL, NM, CA, AR, VT, OK, NE, MS, MI, MD, MA, IA, DE, PA, OH, LA, KY, FL, DC, TN, NC, SD, CO, AZ, WY, MT, VA, UT, TX, NY, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1842855
NMLS#: 1842855
About Rudy Johnson
Rudy Johnson is a Business Development Manager with the TC Ford Group in Madisonville, Louisiana. In this role, he assists with managing day-to-day operations, focusing on customer service, efficiencies, compliance, product knowledge, client relationships, marketing, and communications. Rudy started his career with Morgan Stanley in March of 2016 as a Private Banker. Prior to joining Morgan Stanley, Rudy worked as a Private Banker for Merrill Lynch for five years. Rudy began his career in the financial services industry in 1992, holding various sales positions related to mortgage and lending, as well as management roles, covering various states.
Rudy graduated with a Bachelor of Science degree in Finance from the University of New Orleans and resides in Madisonville, Louisiana. He is married with one child who is currently attending graduate school. Outside of the office, Rudy is dedicated to community service, volunteering with organizations such as Habitat for Humanity, the Covington Food Bank, and Lake Pontchartrain Beach Sweep. Additionally, he enjoys collecting, driving, riding, and restoring antique cars and motorcycles. He also enjoys exercising, cycling, and spending time with his family at the beach.
Rudy graduated with a Bachelor of Science degree in Finance from the University of New Orleans and resides in Madisonville, Louisiana. He is married with one child who is currently attending graduate school. Outside of the office, Rudy is dedicated to community service, volunteering with organizations such as Habitat for Humanity, the Covington Food Bank, and Lake Pontchartrain Beach Sweep. Additionally, he enjoys collecting, driving, riding, and restoring antique cars and motorcycles. He also enjoys exercising, cycling, and spending time with his family at the beach.
About Michele C. Berthelot
A graduate of Cabrini High School in New Orleans, Michele has gained experience in all aspects of the financial industry over the last three and a half decades. In addition to helping run the team's internal processes, her multitude of talents include customizing retirement income strategies as well as analyzing estate protecting strategies through life insurance, annuities, and long-term care insurance. Michele also has valuable sales experience as she was once a financial advisor. Michele maintains her Series 7, Series 63, Series 66, and Series 9/10 managers license as well as her insurance license.
Michele and her husband, Joey, reside in Ponchatoula. With an extended family of children and grandchildren, Michele truly enjoys spending time with her loved ones, especially at the hunting camp, the river camp or at her favorite place, the beach.
Michele and her husband, Joey, reside in Ponchatoula. With an extended family of children and grandchildren, Michele truly enjoys spending time with her loved ones, especially at the hunting camp, the river camp or at her favorite place, the beach.
About Jessica F. Williams
Starting her career in the financial services industry in 1998, Jessica brings a financial and technical background to The TC Ford Group operations and is responsible for helping ensure that clients stay on track with key components of their financial planning process. Along with organizing the team's internal processes, Jessica oversees the logistics of the team's corporate retirement plans, education accounts, lending access, and Donor Advised funds. She also serves as our Morgan Stanley Online specialist.
With a Bachelor of Science in Finance and a Bachelor of Arts in Management from Southeastern Louisiana University, Jessica's educational credentials combined with her extensive financial services background bring a considerable amount of experience to the group's operations on a daily basis.
Jessica and her husband, Keith, reside in Madisonville with their two daughters, Abigail and Avery. In her free time Jessica enjoys spending time with her family and friends.
With a Bachelor of Science in Finance and a Bachelor of Arts in Management from Southeastern Louisiana University, Jessica's educational credentials combined with her extensive financial services background bring a considerable amount of experience to the group's operations on a daily basis.
Jessica and her husband, Keith, reside in Madisonville with their two daughters, Abigail and Avery. In her free time Jessica enjoys spending time with her family and friends.
About Lindy Giambrone
Lindy Giambrone began her financial services career in 1998 with a background in the banking industry for 25 years.
Lindy was born and raised on the South Shore. She is a graduate from Ursuline Academy and holds a Bachelor of Science degree in Finance from the University of New Orleans. She holds an Accredited ACH Professional (AAP) certification since 2017.
Lindy resides in Mandeville with her son and twin daughters. She enjoys going to the beach, watching football, and spending time with her family.
Lindy was born and raised on the South Shore. She is a graduate from Ursuline Academy and holds a Bachelor of Science degree in Finance from the University of New Orleans. She holds an Accredited ACH Professional (AAP) certification since 2017.
Lindy resides in Mandeville with her son and twin daughters. She enjoys going to the beach, watching football, and spending time with her family.
Contact TC Ford
Contact Michael Plasko
Contact E. Mason Rudolph Jr.
Contact Ken Looper
Contact Kelli Morrison
Contact W. Mason Rudolph
Contact Alexander Failla
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2025-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Barron's Top 1,500 Financial Advisors: State-by-State
Barron's Top 1,500 Financial Advisors: State-by-State Source: barrons.com (Awarded Mar 2026) Data compiled by Barron's for the period October 2024 - September 2025.
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2026) Data compiled by SHOOK Research LLC for the period 6/30/24-6/30/25.
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Wealth Management
Global Investment Office
Portfolio Insights
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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
Iran Conflict: Seven Takeaways for Investors
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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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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
A Simple Six-Step Retirement Checkup
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Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact The TC Ford Group today.
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.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
5Morgan 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
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
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.
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
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
5Morgan 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
6Morgan 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
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. 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.
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.
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)
