New Orleans, Louisiana

Global insights and deep, local experience for individuals and families

201 Saint Charles Avenue
New Orleans, LA 70170


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Proudly serving New Orleans since 1831

Celebrating the Tricentennial


Featured Services

Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan


Our views and global network allow us to identify opportunities in complex, ever-changing world markets. Your level of engagement can be brokerage, discretionary or a combination based on your preferences.

Wealth Planning

We focus on helping clients address their long-term financial needs. With your other advisors, we develop strategies to help preserve your wealth—so you can enjoy your life now, provide for your heirs and support the causes you are passionate about.

Credit & Banking

We provide guidance for effective balance sheet management, with an emphasis on structuring large and complex loans. You have a comprehensive range of financing choices, including mortgages and lines of credit, as well as specialized financing.

The Local Team

A team of dedicated specialists works together seamlessly to address your evolving needs

Katie D. LeGardeur

Katie LeGardeur

Managing Director
Market Manager

Terry DuFrene

Terry DuFrene

Managing Director
Head of Investments

Elaine Agather

Elaine Agather

Managing Director
Region Head

Todd Massey

Todd Massey

Managing Director
Regional Head of Investments

Learn more about our firm and investment professionals through FINRA BrokerCheck

Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you.