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Find Retirement Planners for Retirement Planning in Washington

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Washington, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Washington

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Daniel Wiersma

Lpl Financial

5801 Soundview Drive #250

Gig Harbor, WA 98335

253-858-6004

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Eric Chaney

Spectrum Financial Partners

11911 NE 1st Street, Suite 103A Bellevue , WA 98005
3715 S Hudson Street, Suite 104 Seattle, WA 98118

Bellevue, WA 98005

425-598-2919

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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Joe Maas

Synergy Financial Management, LLC

13231 SE 36th Street Suite 215
Suite 215

Bellevue, WA 98006

206-386-5455

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Kevin Pentz

Wealthmark Advisors

2819 NW Kitsap Place
Suite 201

Silverdale, WA 98383

360-516-2400

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Scott R. Martin

Barnum Financial Group | West Division

701 5th Avenue Columbia Center, Suite 1100

Seattle, WA 98104

425-945-1499

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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Chad Kasper

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

253-652-1076

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Donald Bertrand

Edelman Financial Engines, LLC

500 108th Avenue NE
Suite 1840

Bellevue, WA 98004

425-247-2961

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S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

List of Additional Retirement Planners in Washington*

* Additional advisor listing is provided in partnership with Yext

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Chelsea Brogan - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1994

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Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

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Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

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Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

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Susannah Vetsch - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2311

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Allstate Personal Financial Representative: Aaron Mesaros

13120 NE 177th Pl
Ste A101

Woodinville, WA 98072
206-718-7448

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First Command Financial Advisor - Jim Wolf

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

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ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

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3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

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The TLC Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6060

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Allstate Personal Financial Representative: Judd Lavender

7813 NE 13th Ave
Ste B

Vancouver, WA 98665
503-206-6879

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Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

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Ryan Boone - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9952

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The Painted Rocks Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2303

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Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

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Samantha Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0184

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Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

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Anderson Johnson Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8204

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First Command Financial Advisor - Mario Oliver

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Edward Jones - Financial Advisor: Winston L Felix

3615 NE 45th Street

Seattle, WA 98105
206-524-6994

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YogaSix

22526 SE 4th St.
Suite B

Sammamish, WA 98074
425-217-1989

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Aaron Wartes - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1115

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The Pinnacle Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

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Vasara Wealth Management Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2461

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Bruce B. Trang - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7981

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Shawn Richardson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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The Bohoskey Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

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Brawner - Ricker Wealth Management - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0632

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Kevin Hansen - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8596

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Steven Abramowicz - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2782

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Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

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Brooke Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

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Seattle, WA Private Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

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Rob Johnson Financial

335 E. Blackburn Road

Mount Vernon, WA 98273
360-428-8080

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Wealth By Design Pacific Northwest

1498 SE Tech Center Place
Suite 145

Vancouver, WA 98683
360-750-1002

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Richard Radecki - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2654

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The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

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Jordan Thayer - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4681

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Peter Tikalsky - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8064

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Mariah Wagar - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-8751

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First Command Financial Advisor - Jeremy Burrier

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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MFC Wealth Management

813 Southwest 354th Street

Federal Way, WA 98023
253-874-2712

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Jeffrey Miller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

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Kevin Baker - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4403

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Edward Jones - Financial Advisor: Michael P Grosso

11114 Pacific Ave S
Ste D

Tacoma, WA 98444
253-531-4152

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Edward Jones - Financial Advisor: Jake Ronish

205 Madison Ave

Kent, WA 98032
253-850-1241

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Daniel Wilskie - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2789

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Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

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Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

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The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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Jim Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8878

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Justin Von Gortler - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0662

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Miroslava Dashkel

12322 Highway 99
Suite 128

Everett, WA 98204
425-289-0562

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Jacob McGreevey - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-8080

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Paul W Jackson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5746

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Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

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Kenneth Powers, CRPC, ADPA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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Jason DeMarre - Voya Financial Advisors, Inc.

1201 3rd Ave.
Suite 2200

Seattle, WA 98101
425-495-2936

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The Rayfield Hansen Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8000

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Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

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Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

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Winninah Magdangal

8350 W. Grandbridge Blvd
Suite 305

Kennewick, WA 99336
360-350-0891

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Kerry L Zimm - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-2934

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Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

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Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

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First Command Financial Advisor - David Monsees

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

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Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

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Laurus Financial Group

33801 1st Way South
Suite 261

Federal Way, WA 98003
253-838-9943

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Jeffery J. Johnston

1425 Lakeside Court

Yakima, WA 98902
509-494-7816

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Longbow Financial Services, LLC

818 W. Riverside
Suite 200

Spokane, WA 99201
509-343-9227

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RJA Financial Services INC

14900 Interurban Ave South
Suite 298

Tukwila, WA 98168
206-674-4647

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City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

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Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

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Jim Holroyd, CFP(R)

253-921-5754

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Kincaid Financial Resources

104 S Freya St
Unit 311A

Spokane, WA 99202
509-455-6911

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Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

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Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

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Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

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The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

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Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

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Gregory A Jones - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0189

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Bruce C Heiser - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2310

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Rebecca Stay - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-853-5764

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Hans Gasser - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2646

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Matthew Sheffield - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

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Jim Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7023

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Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

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Per Bakken - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6088

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Heather Faverman - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1224

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Subeer Manhas - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2772

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Adrian T Crofts - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2220

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

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NRSmith And Associates, PS

2120 Caton Way Southwest

Olympia, WA 98502
360-754-9475

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Emily Bahr

900 Southwest 16th Street
Suite 110

Renton, WA 98057
206-204-3066

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Edward Jones - Financial Advisor: Mike Robinson

1212 N Washington
#130

Spokane, WA 99201
509-325-6376

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Tyler Neal, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2745

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Edward Jones - Financial Advisor: Larissa J Sklar

33301 1st Way S
Suite C-100

Federal Way, WA 98003
253-252-2169

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

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Tomie T Schmidt - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7990

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Stacy Oster, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3419

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

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Matthew Tabler - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3114

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Allstate Personal Financial Representative: Roger Jones

14450 NE 29th Pl

Bellevue, WA 98007
425-637-7809

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Justin J. Carpenito - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2936

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Michelle D Czech - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2460

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West Seattle Verizon, Verizon Authorized Retailer

4502 California Ave SW

Seattle, WA 98116
206-932-4247

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Continental Investors Services, Inc.

1330 Broadway St.

Longview, WA 98632
360-423-5110

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Derek Leonard - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-436-2652

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Michael Silvernagel - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

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Drew A Mooney - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5807

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Jules Raymond Gimbernat - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8040

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Fiore Financial, LLC

1009 N. Center Parkway
Suite 200

Kennewick, WA 99336
509-528-7097

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Kathy M Pearson - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-7733

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Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

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Fredericksburg Financial LLC

1315 Farallone Avenue

Fircrest, WA 98466
253-592-4471

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Lightship Maritime Inc.

22722 29th Drive SE
Suite 100 PMB 10063

Bothell, WA 98021
407-359-6363

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JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

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Demars Financial Group

104 S Freya
Suite 218

Spokane, WA 99202
509-536-9556

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Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

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First Command Financial Advisor - Sam Swinson

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Christopher Canlas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4161

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The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

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Angelina Marie Funtanilla - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4068

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Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

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Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

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Stephanie Keeton Honan, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8805

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Shane T Snell - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2319

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CB Financial Services

1301 A Street
Suite 800

Tacoma, WA 98402
877-305-0056

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Purpose Financial Advisors, LLC

421 West Riverside Avenue
Suite 1450

Spokane, WA 99201
509-458-7709

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Morgan Stanley Financial Advisors

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-696-0071

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Bruce Bennett - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1974

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Timothy A Thomas - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0177

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The CJG Group - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0459

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Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

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Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

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Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
425-374-5070

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Corinthian Wealth Partners

3491 NW Anderson Hill RD

Silverdale, WA 98383
360-551-4513

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John Rennie - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2307

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

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David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8021

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Capital Planning, LLC.

10900 Northeast 4th Street
Suite 1030

Bellevue, WA 98004
425-643-1800

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Cameron Wealth Management, Inc

612 Woodland Square Loop SE
Ste 320

Lacey, WA 98503
360-528-8153

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Sound Capital Group LLC

200 NE Pacific Street
Suite 100

Seattle, WA 98105
855-801-5445

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Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

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Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

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West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

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Fleenor - Zaro Wealth Management

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

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Geoffrey White - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8720

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Hastings Skagen Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2521

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First Command Financial Advisor - Mark Leszczak

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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First Command Financial Advisor - Dave Studer

1104 Main St
Ste 420

Vancouver, WA 98660
360-695-9328

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Brad Weiner, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6534

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First Command Financial Advisor - Mike Harvin

325 E George Hopper Rd
Suite 201B

Burlington, WA 98233
360-757-8200

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Bernie Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-436-2665

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Randall Brawner - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3312

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First Command Financial Advisor - Jordan Patterson

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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First Command Financial Advisor - Al Bloir

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Gregory Lew - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2742

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Burton Wesche - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4103

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Kenneth Schiewetz - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9957

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Pete Perry - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5820

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First Command Financial Advisor - Becca Jones

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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Allstate Personal Financial Representative: Scott Perkins

9908 NE Highway 99

Vancouver, WA 98686
360-608-7597

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Allstate Personal Financial Representative: Dorothy Whitman

1633 Birchwood Ave
Ste 103

Bellingham, WA 98225
408-910-9345

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David Schafer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8221

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Risha Schildkraut - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4020

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Larry Garcia - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8023

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Fortun Azose - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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Mickey Portnoy - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3970

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Michael Bartlett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7025

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Travis J Litscher - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8212

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McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

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John Russell, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3135

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Ken Sparks - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4410

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Morgan Stanley Financial Advisors

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0170

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Corinne Crabs - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8533

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Kathleen Y Eggers - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3480

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Douglas Adams - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8549

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Gerilyn Denny - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2769

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Joseph Covey, CEPA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3121

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Stifel | Spokane

201 West North River Drive
Suite 200

Spokane, WA 99201
509-570-5722

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Marnie A Schroer - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-5047

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Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

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The Pinto Group - Morgan Stanley

400 Winslow Way E
Ste 190

Bainbridge Island, WA 98110
206-842-4712

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The Lowery Shelton Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8062

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Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

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Timothy Henderson - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3509

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Chris Mullen - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7593

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Romano Henderson Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3507

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Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

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Benjamin T. Willey III - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4416

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Hardy Poston Team - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0465

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Greg LeClair - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2474

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Gary Pratt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2319

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Eric Carter

206-268-5530

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Jeff Huff & Associates

2323 North 31st Street
Suite 200

Tacoma, WA 98403
253-759-2372

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Charitable Advisors Network

500 Pacific Ave
Suite 200

Bremerton, WA 98337
360-627-8434

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Allstate Personal Financial Representative: Jerald Hallett

1901 NE 162nd Ave
Ste D101

Vancouver, WA 98684
360-977-0956

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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Jack Oman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0629

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Bridgecrest Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8060

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David W Alderman - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0196

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West Coast Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2465

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Michael Wallblom - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3529

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Personal Investment Management

22500 NE Marketplace Drive
Suite 203

Redmond, WA 98053
425-883-7990

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Spokane, WA Branch Office - UBS Financial Services Inc.

601 W Riverside Ave
Suite 1200

Spokane, WA 99201
509-744-3333

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Tacoma, WA Branch Office - UBS Financial Services Inc.

1145 Broadway
Suite 1400

Tacoma, WA 98402
253-272-3371

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Michael Weichbrodt - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-451-2601

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Tod Asmussen - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2557

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James Kovarik - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2765

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Joseph A Dinelt - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-1225

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Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

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The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8632

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Battistoni Financial Inc.

5447 Champery PL NW

Issaquah, WA 98027
425-443-7234

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Morgan Stanley Financial Advisors

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5800

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First Command Financial Advisor - Wes Niblack

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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C Jason Vein - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-208-0593

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John R Mitchell - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4041

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Matthew P. MacMichael Sr.

225 108th Avenue NE
Suite 500

Bellevue, WA 98004
425-519-8890

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Susan M Furman - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2258

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Allstate Personal Financial Representative: Ruth Boschma

1711 E College Way
Ste B

Mount Vernon, WA 98273
360-755-3249

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Alison Mandi - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6516

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Allstate Personal Financial Representative: Johnny Lo

11613 Rainier Ave S

Seattle, WA 98178
206-772-0045

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J. Craig Rice - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3111

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Kirsten Kinnan - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2407

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Robert Zorich - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3115

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Michelle Marmeto

360-350-0891

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Doug Berger - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

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First Command Financial Advisor - Jae Rood

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Morgan Stanley Financial Advisors

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

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Morgan Stanley Financial Advisors

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

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First Command Financial Advisor - Dylan Whitcraft

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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First Command Financial Advisor - Matt Steffes

1104 Main St
Ste 420

Vancouver, WA 98660
360-695-9328

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First Command Financial Advisor - Christopher Churchill

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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Colin Simon, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

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The Russo Group - Morgan Stanley

4000 Carillon Point
Suite 600

Kirkland, WA 98033
425-202-0642

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First Command Financial Advisor - Chris Muller

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Capstone Advisors - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2340

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First Command Financial Advisor - Kelly O'Day

400 S Jefferson Street
Suite 333

Spokane, WA 99204
509-590-0676

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Gary Grossblatt, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2345

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Matthew Frank Philichi, CFP - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3962

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Andrew Gregor - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-3781

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Saket Sengar, CFP - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2756

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Li Li

503-746-9245

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First Command Financial Advisor - Pat Miller

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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The Smalley Berman Group - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

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The New Salt Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1983

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Spencer French - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7984

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Kristi Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7009

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Hannah Grossblatt - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2763

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Quang Bui - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3960

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Christian Gweth - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3470

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Natalie Tambur Thompson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-600-0696

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Shanna Lisherness - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4092

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First Command Financial Advisor - Peter Carlo

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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The Schmidt Mogseth Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7992

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Roger E Boberg - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4141

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First Command Financial Advisor - Data Logan

10049 Kitsap Mall Blvd NW
Suite 289

Silverdale, WA 98383
360-692-0277

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Mark L Hartman - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

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David Mauro, CFP - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2550

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Family Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8815

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Empower Wealth Strategies & Insurance Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
206-799-8571

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Morgan Stanley Financial Advisors

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-734-8500

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Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

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First Command Financial Advisor - Victoria Dickenson

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

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Zach Goldberg, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2330

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Allstate Personal Financial Representative: Willis Barnes

1611 Harrison Ave NW

Olympia, WA 98502
360-274-2202

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Joel Berntson - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3508

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First Command Financial Advisor - Michael Stutzke

400 S Jefferson Street
Suite 333

Spokane, WA 99204
509-590-0676

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First Command Financial Advisor - Bryan Coleman

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Touchstone Wealth Management Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0632

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Brian J Cockrell - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2251

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Morgan Stanley Financial Advisors

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4400

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Jill V Tokarczyk - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2223

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Ashwin Pathare - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3464

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

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Allstate Personal Financial Representative: Karen Hutton

4202 198th St SW
Ste 1

Lynnwood, WA 98036
206-228-8567

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Ryan Harrigan - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9963

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Alan Larson - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-1996

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Helen Lee - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3109

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The DeLateur Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
206-464-4018

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Kathryn Starkovich - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1790

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Brett Skorstad - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-451-3322

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James M Aquino - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7590

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Timothy J. Truebenbach - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-6315

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Stefan Papasoff - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0660

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The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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The Cascade Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

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Pacific Summit Group - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0454

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The Hartman Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

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Beacon Northwest Group - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5000

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Mike S Latimer - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2347

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Rick R Larson - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4025

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Peak Mortgage - Debbie Thorington

8479 West Clearwater Avenue Building A
Ste 110

Kennewick, WA 99338
509-308-6929

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AJ Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3102

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The BIRDIE Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7987

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Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

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Kerry O'Connor - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8214

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Morgan Stanley Financial Advisors

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6060

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Marne Head, CFA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2447

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Keith Lockwood - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2233

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Robert Fritton - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0633

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Poonum Vasishth - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5033

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Lance D. Rummel - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0641

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Nini Wu - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-620-2540

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Michael Bruce Julian - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7985

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Robert Main - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0637

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The Miller Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

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The Evergreen Harbor Group - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-4401

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David L Bolson - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8065

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First Command Financial Advisor - Jiahui Feng

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Taunya Rae Sell - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8712

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Special Needs Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2443

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First Command Financial Advisor - Stephanie Amieva

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

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John E Jacobs - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3589

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The Peace Arch Group - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7004

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The Phillips, Tuminello, & OBrien Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4888

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-464-4124

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Mary Black - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5803

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Chad Reibman - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4448

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Keith Whitman - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0653

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Morgan Stanley Financial Advisors

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5000

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Amani Y. Harris - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

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The Main Rummel Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3498

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The North Ridge Group - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-248-5220

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Glenn Coates - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1975

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

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First Command Financial Advisor - Chris McCulloch

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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George E Mundell III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
888-329-2211

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Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

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Mary Denise McGonigal - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5040

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Morgan Stanley Financial Advisors

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-943-2300

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Kim R Williams - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3541

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The Northwest Evergreen Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0631

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Joseph Silva - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1794

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Morgan Stanley Financial Advisors

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8000

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Ryan McGaughy - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2255

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Kevin P West - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-4995

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Warren Child - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3975

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John Laurence Greene, CTFA, CIMC - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-3411

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J Travis Prewitt - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-744-3314

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Stuart Sierer - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2470

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The Aviator Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Michael Norton - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2345

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Brian McCann - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8228

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The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3116

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John Knight - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5017

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Stephanie Dallas - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4084

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Xiumin Tang

425-867-6590

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Jeff L Corder - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1971

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Jeffrey Meston - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-2304

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J-Curve Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Brad Pratt and Mark Hassel - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610