Pike Place Partners at Morgan Stanley

Pike Place Partners at Morgan Stanley Financial Advisors at Morgan Stanley We welcome the opportunity to help you take charge of your financial future.

Pike Place Partners at Morgan Stanley offers a comprehensive approach to wealth management via investment management and advanced planning techniques. We aim to establish long term relationships with a select group of clients by utilizing strategies that are personalized to each individual situation. We collaborate with our clients’ other trusted advisors to help enhance, preserve and transfer wea

lth based on their aspirations. Defining your goals is an ongoing process – not a static event – and we understand that the goals you set today may evolve over time. Our collaborative 5-Step process begins with a “Discovery Meeting” and continues with regular progress meetings to help ensure we meet your lifestyle and legacy-planning goals. NMLS #: 1255776, 1279067, 1278727, 1278673, 1794283, and 2385006. CA Insurance License #: 0C35259, 0G72815, 0I71541, and 4121495.

I'm feeling incredibly grateful after spending a beautiful weekend at Roche Harbor celebrating my teammate Jack's weddin...
08/20/2026

I'm feeling incredibly grateful after spending a beautiful weekend at Roche Harbor celebrating my teammate Jack's wedding.
What made the day even more memorable was the journey to get there. Just hours before the last ferry was scheduled to depart for the island, my flight was canceled. What could have been a missed celebration somehow turned into a reminder of what it means to have a truly supportive "village."
The incoming ferry was delayed, traffic to Anacortes was manageable, my kids were amazingly cooperative, and Jack even lent his car to help with our pickup. Thanks to everyone coming together, we made it with five minutes to spare before the wedding began.
It was a wonderful celebration of Jack and Isabelle, and an even greater reminder of how fortunate I am to be surrounded by such thoughtful, generous teammates and friends.
It really does take a village — and I'm blessed to have one of the best.

Proud to spotlight Morgan Stanley's Global Volunteer Month and the impact made by our team. This photo captures the team...
07/07/2026

Proud to spotlight Morgan Stanley's Global Volunteer Month and the impact made by our team. This photo captures the team's volunteer shift at Food Lifeline, supporting their mission to help get food to neighbors across our community. Grateful for teammates who consistently show up, serve with purpose, and strengthen the communities where we live and work.

08/20/2025

Changes to Qualified Small Business Stock exemptions were made in the most recent tax legislation. Find out how to make the most of this benefit through proper tax planning in our piece below.
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/3e998f1a-500e-451d-aeaf-751c873938ea.pdf

Tune in to "Entrepreneurship 101: Turning Ideas into Profit" on November 4th, the next session in our Wealth Education f...
10/25/2024

Tune in to "Entrepreneurship 101: Turning Ideas into Profit" on November 4th, the next session in our Wealth Education for the Next Generation series. Learn about potentially launching your own business, the importance of building a reliable team, and how to implement robust business structures for long term success. https://livesocial.seismic.com/a1R6pH

10/05/2024

Understand how specific trust strategies and the management of lifetime gifts can help you maximize your federal estate tax efficiency. Learn more through the Morgan Stanley Wealth and Estate Planning Video Series.
https://livesocial.seismic.com/avEwu8

2024 is a historic year for elections globally. Get the latest perspectives from Morgan Stanley thought leaders on devel...
10/03/2024

2024 is a historic year for elections globally. Get the latest perspectives from Morgan Stanley thought leaders on developments in U.S. and global elections.

morganstanley.com

The team had an amazing time at The Pink Door to celebrate the birthdays of Mike, Jack, and Melia!
10/01/2024

The team had an amazing time at The Pink Door to celebrate the birthdays of Mike, Jack, and Melia!

Join us on Thursday, September 19th for a conversation on the economic trends, challenges and opportunities shaping our ...
09/17/2024

Join us on Thursday, September 19th for a conversation on the economic trends, challenges and opportunities shaping our world, led by Morgan Stanley Wealth Management's Lisa Shalett, Chief Investment Officer, and Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing.

Register:
https://livesocial.seismic.com/aJ3HOz

Big smiles from Blakely and Beckham on their first day back to school!
09/12/2024

Big smiles from Blakely and Beckham on their first day back to school!

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601 Union Street, Suite 5200
Seattle, WA
98101

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