Find Best Financial Advisors in Washington | Washington - Financialadvisor.net

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Home

Financial Advisors > Financial Advisors

Washington Washington

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Washington involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Washington?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Washington to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Washington financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Washington

Craig Brown

MultiGen Wealth Services, Inc. (LPL Financial)

113 W Chestnut Street

Bellingham, WA 98225

360-392-2882

Daniel Wiersma

Harbor Wealth Management / LPL Financial

5801 Soundview Drive #250

Gig Harbor, WA 98335

253-858-6004

Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue, WA 98005

425-598-2919

Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

Kevin Pentz

Wealthmark Advisors

2819 NW Kitsap Place
Suite 201

Silverdale, WA 98383

360-516-2400

Scott R. Martin

Barnum Financial Group | West Division

701 5th Avenue Columbia Center, Suite 1100

Seattle, WA 98104

425-945-1499

Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

Chad Kasper

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

253-652-1076

Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004

425-247-2961

S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

List of Additional Financial Advisors in Washington*

* Additional advisor listing is provided in partnership with Yext

Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

First Command Financial Advisor - Jae Rood

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

First Command Financial Advisor - Ryan Feng

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

The Evergreen Harbor Group - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

Allstate Personal Financial Representative: Tracy Schaff

22315 7th Ave S

Des Moines, WA 98198
360-528-3248

Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

David W Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0196

Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

First Command Financial Advisor - Victoria Dickenson

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

YogaSix

22526 SE 4th St.
Suite B

Sammamish, WA 98074
425-217-1989

Brawner - Ricker Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

Seattle, WA Private Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

Spencer French - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7984

Rob Johnson Financial

335 E. Blackburn Road

Mount Vernon, WA 98273
360-428-8080

David L Bolson - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8065

Michael Weichbrodt - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-451-2601

Wealth By Design Pacific Northwest

1498 SE Tech Center Place
Suite 145

Vancouver, WA 98683
360-750-1002

Poonum Vasishth - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5033

MFC Wealth Management

813 Southwest 354th Street

Federal Way, WA 98023
253-874-2712

Edward Jones - Financial Advisor: Michael P Grosso

11114 Pacific Ave S
Ste D

Tacoma, WA 98444
253-531-4152

Edward Jones - Financial Advisor: Jake Ronish

205 Madison Ave

Kent, WA 98032
253-850-1241

Joseph A Dinelt - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1225

Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

Jeff L Corder - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1971

The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

Miroslava Dashkel

12322 Highway 99
Suite 128

Everett, WA 98204
425-289-0562

First Command Financial Advisor - Jordan Patterson

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

The Pinto Group - Morgan Stanley

400 Winslow Way E
Ste 190

Bainbridge Island, WA 98110
206-842-4712

Kenneth Powers, CRPC, ADPA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

Jason DeMarre - Voya Financial Advisors, Inc.

1201 3rd Ave.
Suite 2200

Seattle, WA 98101
425-495-2936

Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

Winninah Magdangal

8350 W. Grandbridge Blvd
Suite 305

Kennewick, WA 99336
360-350-0891

Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

First Command Financial Advisor - David Monsees

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

Laurus Financial Group

33801 1st Way South
Suite 261

Federal Way, WA 98003
253-838-9943

Jeffery J. Johnston

1425 Lakeside Court

Yakima, WA 98902
509-494-7816

Longbow Financial Services, LLC

818 W. Riverside
Suite 200

Spokane, WA 99201
509-343-9227

RJA Financial Services INC

14900 Interurban Ave South
Suite 298

Tukwila, WA 98168
206-674-4647

City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

Jim Holroyd, CFP(R)

253-921-5754

Kincaid Financial Resources

104 S Freya St
Unit 311A

Spokane, WA 99202
509-455-6911

Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

First Command Financial Advisor - Chris McCulloch

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

First Command Financial Advisor - Mike Harvin

325 E George Hopper Rd
Suite 201B

Burlington, WA 98233
360-757-8200

Daniel Spanski-Dreffin, Investment Advisor Representative

908 SE 98th Ave

Vancouver, WA 98664
360-219-7918

Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

Timothy Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

Scott Gilbert - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0654

Matthew Sheffield - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

Doug Berger - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

Glenn Coates - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1975

First Command Financial Advisor - Jeremy Burrier

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

Subeer Manhas - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2772

First Command Financial Advisor - Peter Carlo

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

Mary Denise McGonigal - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5040

Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3508

NRSmith And Associates, PS

2120 Caton Way Southwest

Olympia, WA 98502
360-754-9475

Allstate Personal Financial Representative: Willis Barnes

1611 Harrison Ave NW

Olympia, WA 98502
360-274-2202

Gregory A Jones - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0189

Emily Bahr

900 Southwest 16th Street
Suite 110

Renton, WA 98057
206-204-3066

Edward Jones - Financial Advisor: Mike Robinson

1212 N Washington
#130

Spokane, WA 99201
509-325-6376

Tyler Neal, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2745

Edward Jones - Financial Advisor: Larissa J Sklar

33301 1st Way S
Suite C-100

Federal Way, WA 98003
253-252-2169

Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

Kenneth Schiewetz - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9957

Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

Continental Investors Services, Inc.

1330 Broadway St.

Longview, WA 98632
360-423-5110

Michael Silvernagel - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

Fiore Financial, LLC

1009 N. Center Parkway
Suite 200

Kennewick, WA 99336
509-528-7097

Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

Fredericksburg Financial LLC

1315 Farallone Avenue

Fircrest, WA 98466
253-592-4471

Lightship Maritime Inc.

22722 29th Drive SE
Suite 100 PMB 10063

Bothell, WA 98021
407-359-6363

JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

Demars Financial Group

104 S Freya
Suite 218

Spokane, WA 99202
509-536-9556

Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

Pete Perry, MBA - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5820

Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

CB Financial Services

1301 A Street
Suite 800

Tacoma, WA 98402
877-305-0056

Purpose Financial Advisors, LLC

421 West Riverside Avenue
Suite 1450

Spokane, WA 99201
509-458-7709

Morgan Stanley Financial Advisors

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

The CJG Group - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0459

Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
425-374-5070

Corinthian Wealth Partners

3491 NW Anderson Hill RD

Silverdale, WA 98383
360-551-4513

Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-2934

Polly Sidwell - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8002

Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3589

Derek Leonard - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-436-2652

Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
425-643-1800

Cameron Wealth Management, Inc

612 Woodland Square Loop SE
Ste 320

Lacey, WA 98503
360-528-8153

Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

Fleenor - Zaro Wealth Management

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

Hastings Skagen Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

Randall Brawner - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3312

Gregory Lew - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2742

The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8632

AJ Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3102

Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

The Steele Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2335

Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

Allstate Personal Financial Representative: Scott Perkins

9908 NE Highway 99

Vancouver, WA 98686
360-608-7597

Allstate Personal Financial Representative: Dorothy Whitman

1633 Birchwood Ave
Ste 103

Bellingham, WA 98225
408-910-9345

The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

Mickey Portnoy - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3970

Robert Main - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0637

Daniel Cohen - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2315

John Knight - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5017

McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

Bill Brooking, MBA - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1116

Timothy A Thomas - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0177

Morgan Stanley Financial Advisors

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0170

Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

Joseph Covey, CEPA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

Stifel | Spokane

201 West North River Drive
Suite 200

Spokane, WA 99201
509-570-5722

Michael Bartlett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7025

Ryan Harrigan - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9963

Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

First Command Financial Advisor - Samantha Darnell

400 E Mill Plain Blvd
Suite 105

Vancouver, WA 98660
360-695-9328

Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

Hardy Poston Team - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0465

First Command Financial Advisor - Stephanie Amieva

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

Susan M Furman - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2258

Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8064

Jeffrey Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

Gary Pratt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2319

Eric Carter

206-268-5530

John Rennie - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2307

Jeff Huff & Associates

2323 North 31st Street
Suite 200

Tacoma, WA 98403
253-759-2372

Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

Michael A Hart - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9966

Brett Skorstad - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3322

Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3507

Heather Faverman - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1224

Charitable Advisors Network

500 Pacific Ave
Suite 200

Bremerton, WA 98337
360-627-8434

Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

Jack Oman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0629

Keith Lockwood - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2233

LPL Financial - Melton Capital Management

9725 Southeast 36th Street
Suite 303

Mercer Island, WA 98040
206-832-1658

Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

Per Bakken - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6088

West Coast Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2465

James M Aquino - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7590

The Rayfield Hansen Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8000

Personal Investment Management

22500 NE Marketplace Drive
Suite 203

Redmond, WA 98053
425-883-7990

Hemingson Barber Financial Group - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2555

The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

Spokane, WA Branch Office - UBS Financial Services Inc.

601 W Riverside Ave
Suite 1200

Spokane, WA 99201
509-744-3333

Tacoma, WA Branch Office - UBS Financial Services Inc.

1145 Broadway
Suite 1400

Tacoma, WA 98402
253-272-3371

Alan Larson - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1996

Tod Asmussen - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2557

James Kovarik - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2765

Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

Jordan Tonani - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4861

Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

The Painted Rocks Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2303

The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4092

The Main Rummel Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3498

Battistoni Financial Inc.

5447 Champery PL NW

Issaquah, WA 98027
425-443-7234

Michael Norton - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2345

John W Hulbert III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7007

Bruce Bennett - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1974

Morgan Stanley Financial Advisors

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

The Peace Arch Group - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7004

Shane T Snell - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2319

Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2654

Matthew P. MacMichael Sr.

225 108th Avenue NE
Suite 500

Bellevue, WA 98004
425-519-8890

The Northwest Evergreen Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0631

The Lowery Shelton Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8062

Jamie Gu - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8011

Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

Brian McCann - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8228

Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4448

Bruce C Heiser - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2310

Alison Mandi - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6516

Allstate Personal Financial Representative: Karen Hutton

4202 198th St SW
Ste 1

Lynnwood, WA 98036
206-228-8567

Allstate Personal Financial Representative: Stephen Skurka

7103 W Clearwater Ave
Ste E

Kennewick, WA 99336
509-735-2948

Beacon Northwest Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5000

Samantha Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0184

The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

Michelle Marmeto

360-350-0891

Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

Aaron Wartes - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1115

The TLC Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6060

Mary Black - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5803

Morgan Stanley Financial Advisors

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

Elizabeth Peterson - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7583

Allstate Personal Financial Representative: Jerald Hallett

155 NE 192nd Ave
Ste 111

Camas, WA 98607
360-977-0956

Morgan Stanley Financial Advisors

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

First Command Financial Advisor - Christopher Churchill

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

Ryan Boone - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9952

Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2646

Clear Future Financial

16201 East Indiana Avenue
Suite 5240

Spokane Valley, WA 99216
509-892-9368

First Command Financial Advisor - Dave Studer

400 E Mill Plain Blvd
Suite 105

Vancouver, WA 98660
360-695-9328

First Command Financial Advisor - Mark Leszczak

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

Colin Simon, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

Capstone Advisors - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2340

David Schafer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8221

Kathryn Starkovich - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1790

Gary Grossblatt, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2345

Matthew Frank Philichi, CFP - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3962

Kerry O'Connor - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8214

Andrew Gregor - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-3781

Allstate Personal Financial Representative: James Hammer

101 Morton Rd

Winlock, WA 98596
360-262-4555

Saket Sengar, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

Allstate Personal Financial Representative: Judd Lavender

7813 NE 13th Ave
Ste B

Vancouver, WA 98665
503-206-6879

Li Li

503-746-9245

Susan Rice - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7005

The Cascade Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

Hannah Grossblatt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2763

Quang Bui - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3960

The Mash Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3477

The North Ridge Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

Kristi Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7009

Robert Fritton - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0633

Jill V Tokarczyk - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2223

David Mauro, CFP - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2550

Jacob McGreevey - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-8080

Empower Wealth Strategies & Insurance Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
206-799-8571

Morgan Stanley Financial Advisors

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-734-8500

Brian P Sullivan - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8061

Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

First Command Financial Advisor - Mario Oliver

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

Zach Goldberg, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2330

Ryan McGaughy - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2255

First Command Financial Advisor - Kelly O'Day

400 S Jefferson Street
Suite 333

Spokane, WA 99204
509-590-0676

The BIRDIE Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7987

Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-600-0696

First Command Financial Advisor - Jim Wolf

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

First Command Financial Advisor - Pat Miller

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

First Command Financial Advisor - Chris Muller

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

Morgan Stanley Financial Advisors

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4400

Touchstone Wealth Management Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0632

The Arbor Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8554

Timothy J. Truebenbach - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-6315

Pacific Summit Group - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0454

Lance D. Rummel - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0641

Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

Ashwin Pathare - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3464

Stefan Papasoff - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0660

Peak Mortgage - Debbie Thorington

8479 West Clearwater Avenue Building A
Ste 110

Kennewick, WA 99338
509-308-6929

Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

Morgan Stanley Financial Advisors

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6060

Nini Wu - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-620-2540

Marne Head, CFA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2447

Michael Ridgeway, Robertson Stephens

206-424-9488

Allstate Personal Financial Representative: Aaron Mesaros

13120 NE 177th Pl
Ste A101

Woodinville, WA 98072
206-718-7448

First Command Financial Advisor - Sam Swinson

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

The Hartman Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

John R Mitchell - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4041

The Schmidt Mogseth Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7992

Mark L Hartman - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

Bridgecrest Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8060

First Command Financial Advisor - Wes Niblack

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

Adrian T Crofts - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2220

David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8021

First Command Financial Advisor - Becca Jones

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

Kevin P West - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-4995

Taunya Rae Sell - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8712

Special Needs Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2443

Rob Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2653

J. Craig Rice - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3111

Morgan Stanley Financial Advisors

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5000

The New Salt Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1983

Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2665

Marnie A Schroer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-5047

The Smalley Berman Group - Morgan Stanley

2727 Hollycroft
Suite 330