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Margaret G

CFP®, Series 66

Bainbridge Island, WA

Morgan Stanley

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Douglas S

CFA®, Series 65

Bainbridge Island, WA

Pegasus Investment Management LLC

Douglas Saksa is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Pegasus Investment Management LLC, where he has been associated since 1991. The firm primarily serves high-net-worth clients and offers portfolio management and advisory services under a percentage-of-assets fee model. Pegasus Investment Management operates with a consultative approach, typically managing assets on a non-discretionary basis and allowing clients to retain final trading authority.

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