Kennewick, WA West Quinault Avenue Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

6

Of 23,178 advisors across 1,024 offices

Location

8202 West Quinault Avenue, Suite A110

Kennewick WA 99336

Advisors at this office

6

Advisors at this office

user avatar

Deborah L

Series 63, Series 65

Kennewick, WA

Morgan Stanley

Deborah Lunceford is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations and Secular Return Estimates in its financial planning process.

General estate planning guidance
user avatar

Gregory J

Series 63, Series 65

Kennewick, WA

Morgan Stanley

Gregory Jones is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as president and board member of the Richland Cemetery Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by proprietary tools and methodologies.

General estate planning guidance
user avatar

David A

Series 63, Series 65

Kennewick, WA

Morgan Stanley

David Alderman is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, including tailored 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.

General estate planning guidance
user avatar

Samantha A

Series 66

Kennewick, WA

Morgan Stanley

Samantha Alderman is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to her financial services career, she worked in retail and hospitality roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, with a focus on structured planning tools and broad retail and institutional investment services.

General estate planning guidance
user avatar

Timothy T

Series 66

Kennewick, WA

Morgan Stanley

Timothy Thomas is a financial advisor with Morgan Stanley in Kennewick, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Timothy owns and operates Jaguar Properties, LLC, a real estate business in Kennewick. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

General estate planning guidance
user avatar

Anthony W

Series 66

Kennewick, WA

Morgan Stanley

Anthony Wolf is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the sole proprietor of Wolf Investment Properties, LLC, a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range 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 planning process supported by firm-approved tools and analysis.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")