Laffitte Financial Services

Offering comprehensive and personalized services based on experience and thoughtful integrity to help our clients achieve all of their financial goals.

My Approach

I am a financial professional that specializes in financial planning. I assist my clients with their personal and professional financial servicing needs, including Investment Services, Retirement Planning, Estate Planning Strategies, Tax Reduction Strategies, Insurance Policies, State of Florida Deferred Retirement Option Program (DROP) and Saving for Education or Small Businesses. My goal is to provide my clients with opportunities and potential rewards for those who set long-term goals in the midst of economic challenges.

 

In-person and Remote Options

Our office is conveniently located in Tallahassee, FL. Can’t make it into the office? No worries –we’ve got you covered with our virtual meeting options either by phone or zoom calls.

My Services

  • Asset Management

  • Financial Planning

  • Personal Needs Assessment

Meet My Team

  • Morgan (Trey) B. Laffitte III

    Financial Planner

Learn more

Contact us.

Trey.Laffitte@prudential.com
Lesley.Locke@prudential.com

Office: (850) 553-3389 Fax: (850) 385-3739

281 Pinewood Drive
Tallahassee, FL 32303

I agree that The Prudential Insurance Company of America, Pruco Securities LLC, Assurance IQ, LLC and their affiliates (“Prudential”) can contact me for marketing purposes by phone call or text (including with an auto dialer and even if you’ve requested not to be contacted by Prudential or are on a do-not-call/contact list) at the phone number listed above. I understand that consent isn’t necessary to make an investment or purchase. To arrange a meeting without providing your contact information call (850) 553-3389.

Laffitte Financial Services does business in the following states: AL, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MI, NC, OH, SC, TN, X, VA, WA

  • Licensed to sell Life Insurance in the following state(s): DE, FL, GA, IL

  • Licensed to sell Variable Life Insurance in the following state(s): DE, FL, GA, IL

  • Licensed to sell Property & Casualty Insurance in the following state(s): FL

  • Licensed to sell Securities License in the following state(s): AL, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MI, NC, OH, SC, TN, X, VA, WA

  • Licensed to sell Fixed Annuities in the following state(s): DE, FL, GA, IL

  • Licensed to sell Variable Annuities in the following state(s): DE, FL, GA, IL

Morgan (Trey) Laffitte III is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.

 

“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

 

Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.