Drew Jardine - Morgan Stanley Financial Advisor - New Orleans, LA
Morgan Stanley
Drew Jardine, CFP, CTFA
Vice President
Financial Advisor
1100 Poydras St. Suite 1900
New Orleans, LA 70163
tel: (504) 582-2708
toll-free: (800) 526-5778 
fax: (504) 582-2488

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • Financial Planning Association - Member
  • American Red Cross - Board Member
    Southeast Louisiana Chapter
  • Junior Achievement of Greater New Orleans
    Former Board Member
  • WYES Educational Television Foundation
    Board Member
  • Audubon Nature Institute
    Board Member
  • Better Business Bureau
    Board Member
    Greater New Orleans
  • Rotary Club - Member
    New Orleans
  • New Orleans MENSA
    Member
  • Investment Committee of United Way
    New Orleans
  • Christian Health Ministries Foundation
    Chairman
    New Orleans
  • New Orleans Estate Planning Council
    Member
  • The Kemper and Leila Williams Foundation
    Board Member
Services
  • Financial Planning
  • Fixed Income
  • Long Term Care Insurance
  • Retirement Planning
  • Wealth Management
  • Philanthropic Services
  • Alternative Investments
  • Cash Management
  • Estate Planning
  • Lending Services
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
  • Exchange Traded Funds
  • 401(k) Rollovers
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER
  • Certified Trust and Financial Advisor
  • MBA - Finance, 1973
    Georgia State University
  • Bachelor of Arts - Economics, 1969
    Mercer University
  • Series 7 - General Securities Representative
  • Series 24 - General Securities Principal
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health, Variable Annuity and Long Term Care Insurance Licensed
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • Over 30 years experience in New Orleans encompassing Private Banking, Trust, Wealth Management, Commercial Banking and Executive Management Positions

Bulletin Board
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate planning issue.  Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.

  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.

Drew Jardine holds the following registrations:
Securities Agent: AR, CA, FL, GA, IL, LA, MA, MS, NC, NY, OH, OK, SC, TX, VA; General Securites Principal; General Securities Representative; Investment Advisor Representative; Managed Futures;

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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