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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Seattle is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Seattle & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Seattle?

Looking for a qualified financial advisor in Seattle? We can help you by narrowing down your options & listing the best financial advisors in Seattle as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Seattle near you with the list of certified and vetted Seattle financial advisors.

List of Qualified Financial Advisors in Seattle, Washington

advisor-photo

Dimas Lizardo

Edelman Financial Engines, LLC

800 5th Avenue
Suite 4100

Seattle, WA 98104

253-733-7131

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John Angelo Flavin, ChFC®, CFP®, CLU®, CCIM®, AIF®

Aspire Capital Advisors LLC

1815 N 45th St
Suite 105

Seattle, WA 98103

206-228-9671

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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

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

877-400-0260

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004

425-247-2961

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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

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Joe Maas

Synergy Financial Management, LLC

13231 SE 36th Street Suite 215
Suite 215

Bellevue, WA 98006

206-386-5455

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Dimas Lizardo

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

253-733-7131

List of Additional Financial Advisors in Seattle, Washington*

* Additional advisor listing is provided in partnership with Yext

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John Bender - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5351

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Amy Y Allen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3514

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

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Brian D Chase - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2766

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Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

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Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-600-0696

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Scott Rethke - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5321

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Rod S. Greenshields - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5027

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Thomas W Drouin - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5344

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Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Brian Silkworth - Ameriprise Financial Services, LLC

1080 W Ewing Pl
Ste 200

Seattle, WA 98119
206-285-5489

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Todd Smith - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3583

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Michael J Garbooshian - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-346-2847

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Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

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Regan M. Mueller - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2449

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Jerry C Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8863

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Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

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Alyssa Drew - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3530

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Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

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Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

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Frances Williams - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4554

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Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Steven P. Hoke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2410

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James R. Carney - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2453

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Tracey Suzanne Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8865

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Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-550-6232

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Sam Coleman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-8054

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Roger E Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4141

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Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

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Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4400

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

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Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

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Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

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Todd E. Bonime - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2930

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C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-208-0593

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The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

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Brian R Acarregui - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2924

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Seattle's Mortgage Broker - Joe Tafolla

506 2nd Ave
Suite 1400

Seattle, WA 98104
206-251-0818

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Patrick B Shook - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4145

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Russell Schmidtke - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4877

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Susan D Donnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3555

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Kevin Forrest - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8871

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

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Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

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Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4852

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NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

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Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

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Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5312

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Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4448

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Bareq A. Peshtaz - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-5024

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Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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Michael Vint - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4427

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David D. Powell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3522

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Matthew S. Harsch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4140

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

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Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

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Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-281-7250

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Gregory Hastings - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8552

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Shoba Sriaiyer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2402

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Jennifer Theissing - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5320

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

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Michael Scott Frantz, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8517

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Hastings Skagen Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

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Seattle, WA Branch Office - UBS Financial Services Inc.

925 4th Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8511

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Hammar-Clendenin Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

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Jeffrey Anderson, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
210-805-1070

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Marne Head, CFA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2447

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Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

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Taunya Rae Sell - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8712

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Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

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Frederick Gibbs - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5355

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Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

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Michael B Healey - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4415

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Mark Peterson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5364

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Austin Collins - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5332

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Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

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Jason DeMarre - Voya Financial Advisors, Inc.

1601 5th Ave.
Suite 1100

Seattle, WA 98101
425-495-2936

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Capitol Hill Wealth Management - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

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Stuart Sierer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2470

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Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

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The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Shawn Macfarlan, CFP, CIMA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

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Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

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Colin Simon, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

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Joseph Marsh - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6504

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Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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Kevin Cahoon, CRPC - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6500

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Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2601

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Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

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

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

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Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

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John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

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Sound Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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Greg Rupert - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2613

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Adam Skagen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

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Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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Andrea Singleton - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0260

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Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

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Matthews Wilwerding Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6546

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Alissa B Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2428

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The Nelson Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8723

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Jeffrey Meston - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-2304

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

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Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4855

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Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

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Tiffany Shifflette - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2780

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Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4681

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

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James Patterson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3542

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Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4092

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The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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James Stevens - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

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Ronald C Mulberg - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8872

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Doug A. Webb - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4867

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Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3507

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Patrick Galbraith, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8539

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David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2471

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The Aviator Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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J-Curve Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

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Walters Doney Printz Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8815

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The Cummins Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2422

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Brian C Oliger - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4408

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Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4087

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Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

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Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

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Special Needs Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2443

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Amanda Wilson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3533

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Brad Pratt and Mark Hassel - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

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Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2775

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The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

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Stephanie Dallas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4084

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Luke Tracy - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4086

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Sue Hou - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4153

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Nicholas Paget - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2787

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Brigid Stackpool - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2488

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Nick McCarty - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3517

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

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Allstate Personal Financial Representative: Johnny Lo

11613 Rainier Ave S

Seattle, WA 98178
206-772-0045

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Matthew F Hersch - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2770

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Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

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Ken Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

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Jordan Tonani - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4861

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Jack Almo - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2435

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Dana Elwell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8870

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Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

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John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3589

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

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Kirsten Kinnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2407

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Sarem Mukhtar - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2902

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Miryam Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

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Jeanette Stofleth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-583-2823

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Albert Israel - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5330

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Allstate Personal Financial Representative: Michael Segall

3430 NE 45th St
Ste 102

Seattle, WA 98105
206-650-8548

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David Woosley - Ameriprise Financial Services, LLC

723 Broadway E
Ste A

Seattle, WA 98102
206-324-2707

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Robert Lipman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2438

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Tony Delateur - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4018

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Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
206-926-5347

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-464-4124

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

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Spencer J. O'Brien - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2788

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Alice Douglas - UBS Financial Services Inc.

925 Fourth Avenue
Ste 3100

Seattle, WA 98104
206-287-8717

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Timothy W Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

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Heather C Leach - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

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Steven M Knudsen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8862

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Stanley Tse - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0812

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Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
206-315-6256

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David Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-906-9835

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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