Stokes Family Office is 100% family-owned, building on a practice that has served the New Orleans community for more than 35 years. In our experience, the financial services industry largely doesn’t work on behalf of its clients - selling product versus providing counsel to its clients, doing what’s in the bank’s best interest, rather than the clients'. As a multi-generational family business, we endeavor to create relationships with other families that measure in the decades. This can only be accomplished by putting clients’ interest first, as a fiduciary.
Our youthful leadership approaches the complexities of wealth management with fresh eyes, providing a modern, innovative point of view and radically transparent guidance from one clear and patient voice.
For more than three decades, David and his team have been providing disciplined financial and investment advice to individuals, families and institutions and built a billion dollar investment advisory firm.He earned his Bachelors degree in Business from the Tulane University A.B. Freeman School of Business and his MBA from Loyola University of the South.David lives in New Orleans with his wife Nancy and also has a home in Whitefish, Montana. They are proud grandparents to their growing family.David enjoys Golf and mountain biking. He is a proud inductee in both the Tulane University and Archbishop Rummel Athletic Hall of Fame.
As Managing Partners of Stokes Family Office, Greg and Doug oversee business operations. Greg works directly with clients to design strategies that address their investment, tax, and estate planning needs. He also helps guide the overall vision and growth of the firm, with a focus on responsiveness, creativity, and client-centered solutions.In addition to his role as Managing Partner, Greg also serves as General Counsel, responsible for legal oversight, governance, and risk management.Greg lives in New Orleans with his wife, Samantha, and their three children – Maddie, Will, and Abigail. He is active in the community and serves on the Board of Trustees of Manning Children’s Hospital. In his free time, Greg enjoys traveling, spending time with his family, playing tennis, and following professional tennis. He’s also a dedicated fan of the Chicago Cubs, New Orleans Saints, and TCU Horned Frogs.Educational Background & Credentials
- University of San Diego School of Law, J.D., cum laude
As Managing Partners of Stokes Family Office, Doug and Greg oversee business operations. Additionally, Doug takes an active role in the firm’s investment research process and investment committee decisions. Doug also spends considerable time meeting with clients directly to design strategies to address investment, tax, and estate planning needs.Doug lives in New Orleans with his wife Sarah and their three children – Anderson, Martial, and Sally. He is also active in the community, serving as a board member for the Bureau of Governmental Research and the Louisiana Children's Museum.Educational Background:
- Tulane University, AB Freeman School of Business, MBA
- Texas Christian University, MJ Neeley School of Business, BBA
- Chartered Financial Analyst
In her capacity as Lead Client Service Manager, Victoria provides high level support to the team in the administration of client accounts, communication and scheduling, account maintenance, transaction processing, direction and coordination of the essential office operations. She prides herself on providing exceptional service to our clients.She earned her Bachelor of Arts in Political Science from the University of Western Ontario, Canada. She is also a completed her Certification as a Legal Assistant.
You can usually find Victoria spending time with her husband, visiting her family in Canada, traveling, gardening, volunteering and exploring her community.
Patrick brings to our team over 10 years of experience in the financial services industry. Previous to joining Stokes Family Office, Patrick worked for a New York-based institutional money manager and helped grow their firm substantially over his 9 years there.In addition to portfolio management, Patrick has extensive experience working with employer retirement plans and helped build his previous firms’ retirement plan offerings.Before his time in New York, Patrick obtained his Bachelors in Science from LSU’s E.J. Ourso College of Business.Born and raised in New Orleans, Patrick enjoys traveling and spending time with his wife Samantha and daughters, Sophie and Maggie.
Devin works directly with clients to implement tailored, evidence-based, and tax-efficient financial advice. She studied financial planning at Western Kentucky University and then earned her CERTIFIED FINANCIAL PLANNER™ certification.New to New Orleans, Devin is enjoying exploring the city and gaining new experiences. Originally from Lexington, KY, she enjoys traveling with family and friends and spending time outdoors.
In his roles as CCO and COO, Charlie ensures the firm adheres to all relevant securities regulations and manages mission critical operations. He brings to our team 9 years of financial services experience. Prior to his role at Stokes Family Office, Charlie worked for 3 years in compliance and operations at a regional bank broker dealer / registered investment advisor and for nearly 5 years as a securities regulator.Charlie graduated from Jesuit High School and earned his Bachelor of Arts from Georgetown University in Washington, D.C.Outside of the office, Charlie enjoys traveling, hunting, fishing, and spending time with his wife, Jessica, and their three children.
In her role as Client Service Manager, Aimee assists the team with client onboarding and servicing. She has over 18 years of experience in the financial industry working as an Operations Specialist and as an Investment Sales Assistant. She earned her Bachelor’s Degree in Business Administration with a minor in Management from the University of New Orleans. In her spare time, she enjoys spending time with her family, traveling, and exercising.
In his role as an Associate Financial Analyst, Will works on financial planning, portfolio management, cash flow analysis, and investment analysis. Will graduated from Metairie Park Country Day and earned his Bachelor of Science from LSU’s E.J. Ourso College of Business. Outside of the office, Will enjoys spending time with friends and family, playing recreational sports, and watching Saints games.
Derrick has worked in the financial service industry for over 7 years. Prior to joining Stokes Family Office, Derrick worked for LPL Financial based in Charlotte, NC as a client service representative and senior product analyst for the SMA and Strategist onboarding team. Derrick helped partner firms navigate the onboarding process and executed initial and ongoing due diligence reviews of potential 3rd party strategies.Before joining LPL, Derrick obtained his Master of Business Administration and Bachelors in Science from LSU’s EJ Ourso College of Business.Derrick was born and raised in Lake Charles, LA. He enjoys playing golf, traveling, and spending time with his growing family.
As Senior Wealth Advisor, Dallas, Daniel Becker helped open Stokes’ first Texas office, servicing wealth management clients across the DFW Metroplex.Daniel has over a decade of experience in wealth management. He specializes in comprehensive financial planning, including investment, tax, and estate planning for Dallas clients. Becker earned the CERTIFIED FINANCIAL PLANNER™ certification after completing the Certificate Program in Financial Planning at Southern Methodist University and passing the exam in November of 2012. He obtained his Bachelor’s degree from Texas Christian University in 2009 where he studied economics and finance. Daniel grew up in Georgetown, Texas, and currently lives in Dallas, where he is a member of the Dallas/Ft. Worth chapter of the Financial Planning Association.Daniel’s passions outside of his career begin with his wife Jaclyn, his son Brooks, his daughter Charlotte, and their golden retriever Lilly. He likes to spend his time rooting on his TCU Horned Frogs, as well as getting outdoors to go hiking, fishing and hunting. He also finds great joy in working with St. Jude Children’s Research Hospital as part of their sponsorship committee for the Dallas chapter.
Hannah brings to our team over five years of experience in the financial services industry. In her role as Operations Manager, Hannah works on financial planning, portfolio management, cash flow analysis, and institutional client services.Raised in Augusta, Georgia, Hannah earned a Bachelor of Science degree in Financial Planning from the University of Georgia, followed by obtaining her CERTIFIED FINANCIAL PLANNER™ certification in 2023. Outside of the office, Hannah enjoys playing tennis, traveling, and spending time with her husband, Matthew, and their two English cream retrievers Ryder and Winston.
In his role as a Operations Manager, Chris supports the team through client onboarding, operational workflows, and ongoing client service. Chris graduated from The Master’s University in Santa Clarita, California, where he earned a bachelor’s degree in Finance and Management. In his spare time, Chris enjoys spending time with friends and family, traveling, and exploring new dining adventures.
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