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Michael H
Series 63, Series 65
Seattle, WA
Morgan Stanley
Michael Healey is a financial advisor with Morgan Stanley based in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets starting in 2001. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market outlook models.
Malcolm P
Series 66
Seattle, WA
Morgan Stanley
Malcolm Prevo is a financial advisor with Morgan Stanley based in Seattle, WA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Pugh Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.
Christina D
Series 63, Series 66
Seattle, WA
Morgan Stanley
Christina Deatry is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she also works as a notary signing agent, notarizing mortgage documents on a contract basis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.
Kohl M
CFP®, Series 66
Seattle, WA
Morgan Stanley
Kohl Metzger is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Seattle, WA, Metzger holds the Series 66 license. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment strategies through its extensive resources.
Rylan N
Series 65, Series 63
Seattle, WA
Morgan Stanley
Rylan Nordquist is a financial advisor at Morgan Stanley in Seattle, WA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022, following roles at JPMorgan Chase Bank and Wells Fargo. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm provides tailored financial planning and a variety of advisory programs supported by structured planning tools and extensive investment resources.
Glenn C
Series 63, Series 66
Seattle, WA
Morgan Stanley
Glenn Coates is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory work, Coates serves on the finance committee of The Island School in Bainbridge Island, Washington. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques as part of its financial planning process, serving clients primarily in an advisory capacity.
Ty S
Series 66
Seattle, WA
Morgan Stanley
Ty Smith is a Series 66 licensed financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of an investment-related business, ET Old Town Properties, LLC, in Bremerton, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.
Timothy P
Series 66
Seattle, WA
Morgan Stanley
Timothy Peyton is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2012 and more recently with Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.
Jennifer K
Series 63, Series 65
Seattle, WA
Morgan Stanley
Jennifer Kehler is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market models.
Roger B
Series 66
Seattle, WA
Morgan Stanley
Roger Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.
Sarah S
Series 66
Seattle, WA
Morgan Stanley
Sarah Smith is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. She previously worked at Fidelity Investments and has a diverse background that includes roles in both the financial and retail sectors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.
Austin N
Series 63, Series 66
Seattle, WA
Morgan Stanley
Austin Neufeld is a financial advisor with Morgan Stanley Wealth Management in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Northwestern Mutual, as well as positions at Uber and Turo. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.
Christina C
Series 63, Series 65
Seattle, WA
Morgan Stanley
Christina Chou is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Chou holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.
Calen W
Series 66
Seattle, WA
Morgan Stanley
Calen Walcker is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America Merrill Lynch and several other firms. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and investment research as part of its structured financial planning process.
Todd S
Series 63, Series 65
Seattle, WA
Morgan Stanley
Todd Smith is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.
Floribelle F
Series 63, Series 66
Seattle, WA
Morgan Stanley
Floribelle Furuc is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.
Michelle C
Series 63, Series 65
Seattle, WA
Morgan Stanley
Michelle Czech is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.
Alexander P
Series 66
Seattle, WA
Morgan Stanley
Alexander Plumb is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Kaizen Financial Advisors and PitchBook Data. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly as well as through corporate agreements.
Sara A
Series 63, Series 65
Seattle, WA
Morgan Stanley
Sara Asatiani is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.
Russell S
Series 63, Series 65
Seattle, WA
Morgan Stanley
Russell Schmidtke is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support tailored client strategies.
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