Seattle, WA Office

Team
Updated today

Client AUM

$5,740,508,954

Clients

40,526

Advisors

2

Of 132 advisors across 113 offices

Location

Seattle WA

Advisors at this office

2

Advisors at this office

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Scott S

Series 65, Series 63

Seattle, WA

Missionsquare Retirement

Scott Seidel is a financial advisor at MissionSquare Retirement with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions. Outside of his advisory role, he participates as a tester and contributor for UserTesting, providing feedback on software and applications. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering retirement plans and deferred compensation, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm uses investment advice and model portfolios developed by Morningstar Investment Management and supports more than 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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Sally D

Series 66, Series 63

Seattle, WA

Missionsquare Retirement

Sally De Witt is a financial advisor at MissionSquare Retirement in Seattle, WA, with nine years of industry experience. She holds Series 66 and Series 63 designations and has worked at firms including UBS Financial Services, Fisher Investments, and Cetera Investors. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, utilizing model portfolios developed by Morningstar Investment Management and serving over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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