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Scott Hall Bigham

Advisor at Morgan Stanley — Salem, OR

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Salem, OR 97302

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,197

Across 1,020 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Scott Bigham is a financial advisor with Morgan Stanley in Salem, OR, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

See office

Salem, OR

4285 Commercial Street South East, Suite 200

Salem OR 97302

Advisors at this office

9

Most active in

Oregon · Texas

Work history

33 years of industry experience

Morgan Stanley Private Bank, National Association

2015 - Present • 11 years

New York, NY

Morgan Stanley Smith Barney

2009 - Present • 17 years

Salem, OR

Citigroup Global Markets

1993 - Present • 33 years

Salem, OR

Disclosures

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

Business activities & affiliations

Brenna J

CFP®

Salem, OR

Collective Wealth Planning

My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.

General retirement planning General tax planning Public Service Employee Baby Boomers (Born 1946-1964)
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Stewart H

PFS™, Series 66

Salem, OR

Willamette Valley Wealth Management, LLC

Stewart Hayes is the principal of Willamette Valley Wealth Management, LLC in Salem, OR. He holds the PFS™ designation and Series 66 license, and has 21 years of experience in the financial services industry. In addition to his advisory role, Hayes owns and operates an accounting firm, Fischer, Hayes, Joye & Allen, LLC. Willamette Valley Wealth Management is an independent, single-advisor firm managing approximately $69.9 million for around 67 clients. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan services, employing fundamental, technical, and cyclical analysis to tailor investment programs to individual client objectives.

Founder/Business Owner
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Michael W

Series 65

Sublimity, OR

Walsh Financial LLC

Michael Walsh is the sole advisor at Walsh Financial LLC in Sublimity, OR, holding a Series 65 credential with one year of experience in financial advising. Prior to founding Walsh Financial, he worked for the Oregon Department of Transportation and has been self-employed since 2012. Outside of advising, he provides remote personal fitness training, which accounts for a portion of his time. Walsh Financial LLC is a fee-only registered investment adviser offering wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a blend of passive and active investment strategies based on modern portfolio theory and provides tailored services that include educational seminars and project-based planning options.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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Alicia M

Series 63, Series 66

Salem, OR

Difi Advisory

Alicia Martinez is a financial advisor at DiFi Advisory in Salem, OR, with 12 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, J.P. Morgan Securities, and Capstone Wealth Advisors. Outside of her advisory work, Martinez serves as an on-call victim advocate for the National Center for Victims of Crime, providing support and resources nationally. DiFi Advisory offers investment management and financial planning services for individuals, trusts, estates, and business entities. The firm uses a variety of analytical methods to tailor portfolios to clients’ goals and risk tolerance and provides written financial plans along with periodic account reviews.

ESG / Sustainable investing
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Danae J

CFP®, Series 66

Salem, OR

Capital Financial Planners

Danae Johnson is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has worked at Capital Financial Planners, LLC since 2008, except for a period between 2011 and 2020 when she was with Kms Financial Services, Inc. Capital Financial Planners advises individuals, charitable organizations, and business entities, offering wealth management, discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $285 million for about 221 clients, using a diversified investment approach based on Modern Portfolio Theory and employing both wrap-fee platforms and traditional billing methods.

Wealth management Founder/Business Owner
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Mathew W

Series 65

Salem, OR

JH Advisors

Mathew Wynn is a financial advisor at JH Advisors with five years of industry experience. He holds a Series 65 designation and has worked previously at Green Newton Jamison from 2014 to 2022. JH Advisors provides discretionary and nondiscretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on passive, asset-class allocations, low turnover, and a buy-and-hold strategy.

Tax-loss harvesting Passive / index investing Income planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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