Kennewick, WA West Quinault Avenue Office

Team
Updated today
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Morgan Stanley

Institution

Firm-wide stats for Morgan Stanley

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.

MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.

Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.

Based on Morgan Stanley

Expertise

General estate planning guidance

Based on Morgan Stanley

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 licenses and totaling 32 years of industry experience. His prior positions include roles at Citigroup Global Markets from 1994 to 2009 and Morgan Stanley Smith Barney since 2009. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutions, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers various investment programs alongside broad retail and institutional solutions.

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
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