My process is centered on you. It will make you more aware of your own personal finances, your future needs, and how these needs can impact one another!

Our Team

FINANCIAL PLANNER

Morgan (Trey) B. Laffitte III

I am a financial professional who has been deeply inspired by my father who was also a financial advisor for 32 years. I was born and raised here in Tallahassee, FL. I am married to my beautiful wife Ginny, and have 5 wonderful children: Nathaniel, Christian, Luke, Ellie, and Margaret. When I am not busy at work, I enjoy spending time outdoors with my kids. I also spend my free time volunteering as a youth baseball coach and am actively involved in my local church!

OFFICE MANAGER

Lesley Locke

lesley.locke@prudential.com