Tim Emerson

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Get to Know Me.

Tim Emerson is the Senior Financial Advisor for Morgan Stanley. He is a Senior Vice President of Morgan Stanley Smith Barney and has been with the firm or predecessor firms (Legg Mason and Smith Barney) for 22 years.

His primary role is Portfolio Manager. His area of focus is the selection and management of investments for our clients as well as the allocation of investments to help preserve values and maximize opportunities for client portfolios.

Tim graduated Magna Cum Laude with a degree in Finance from Nicholls State University. He is a Chartered Financial Analyst (CFA) charter holder. The CFA program is a graduate level study of analyzing investment securities, markets, diversification methods, risk reduction and investment behavior. The CFA designation is the global standard for the investment portfolio management professional. Tim also holds the Certified Investment Management Analyst (CIMA) designation. The CIMA program is an in-depth study of investment policy, asset allocation, risk management, behavioral finance, due diligence and manager selection. Tim is also a Certified Financial Planner (CFP®). The CFP designation is the Financial Planner professional standard. This designation is awarded to professionals that demonstrate the understanding of the financial planning process. The CFP program is a study of the processes necessary in helping individuals determine financial life goals and planning for retirement income, taxation, insurance and estate planning and investments. Tim also earned the designation of Chartered Retirement Plan Specialist (CRPS) from the College for Financial Planning. The CRPS is awarded to financial professionals that demonstrate an in depth understanding of qualified and non qualified retirement plans. Each of these designations requires high ethical standards as well as continuing education requirements to maintain these designations. Tim also maintains the licenses necessary to trade securities and commodities (Series 7, 66, 86, 87, 3, and 31).

Tim adds experience and knowledge of portfolio management to help our clients reach their life goals.

Tim and his wife Nicole volunteer their time in the community. Tim is a member, past president of Kiwanis of Houma. He is a member of the Chamber of Commerce of Terrebonne, South Central Industrial Association, Nicholls State University Foundation and on the board of United Way.