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Kelly B
Series 63, Series 66
Seattle, WA
Morgan Stanley
Kelly Bowers is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm manages trillions in client assets and employs structured planning tools alongside broad retail and institutional offerings.
Keagan M
Series 66
Seattle, WA
Morgan Stanley
Keagan Maxey is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018 and previously worked at Washington State University and The UPS Store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.
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