user avatar

Lauren Murray

Advisor at Merrill

Updated today

Location

Liberty, WA

Credentials

Series 66

Industry experience

7 years

About

Lauren Murray is a financial advisor at Merrill with seven years of industry experience. She has worked at Merrill since 2017 and previously was employed by the Securities Industry and Financial Markets Association from 2012 to 2016. She holds the Series 66 designation. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services, supported by integration with Bank of America affiliates and an emphasis on tax-efficient investment strategies.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

Liberty, WA

Most active in

Idaho · Montana · Texas · Washington

Work history

Merrill

2017 - Present (9 years)

Securities Industry and Financial Markets Association

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ryan H

Series 63, Series 65

Cle Elum, WA

Sound Financial Advisors, Inc.

Ryan Hurley is a financial advisor at Sound Financial Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services Inc. since 2017, following five years at Fs2 Capital Partners, LLC. Outside of his advisory role, he serves as Vice President of Investor Services at Sound Capital Loans, focusing on residential construction lending and managing private credit funds. Sound Financial Advisors provides investment advisory services to individuals, trusts, estates, and charitable organizations, offering portfolio management through a third-party platform combined with direct financial planning and consulting. The firm employs model allocations from independent strategists and emphasizes ongoing monitoring of third-party discretionary managers for certain solutions.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
user avatar

Claudia H

Series 63, Series 65

Cle Elum, WA

Morgan Stanley

Claudia Hansen is a financial advisor at Morgan Stanley with 37 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hansen holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

General estate planning guidance
user avatar

John Erik A

Series 63, Series 65

Cle Elum, WA

STIFEL

John Erik Anderson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Anderson holds Series 63 and Series 65 designations. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

General retirement planning Income planning
user avatar

Brent B

Series 63, Series 65

Cle Elum, WA

OSAIC

Brent Bridenback is a financial advisor with Osaic Wealth, Inc. based in Cle Elum, WA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Umpqua Investments, Inc. He also operates Bridenback Wealth Management as a sole proprietorship. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments and portfolio optimization tools, and supports thousands of advisors managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
user avatar

Nickolas R

Series 63, Series 66

Cle Elum, WA

Equitable Advisors

Nickolas Rudholm is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Hanson Consulting Group and Rullins Home Buyers, LLC. He also has experience outside finance, including positions at The Onion Bar & Grill and Perkins Restaurant & Bakery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Eric T

Series 63, Series 66

Cle Elum, WA

LPL Financial

Eric Terrill is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2011 and served the Cle Elum Roslyn School District for seven years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions through its extensive network of advisers, supported by an in-house research team that develops model portfolios and multiple delivery options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")