Bill Grey
Private Banker
Abby Peterson, CPWA®
Financial Advisor,
Financial Planning Specialist,
Portfolio Manager
Direct:
(425) 202-0651(425) 202-0651
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
I first became passionate about the financial industry when I volunteered with a club at my University called 'Moneythink'. This is a national non-profit organization which helps teach and promote financial literacy to underprivileged high school students. It was quickly evident how little of a foundation our educational systems provide on the basics of personal finance. While obtaining my degree in finance at Chapman University, I found wealth management to be the perfect platform to continue teaching others valuable information on investing and how to best achieve their financial goals.
Upon graduating, I headed back home to Bellevue, WA and joined Morgan Stanley in 2019. I started my career as a Branch Analyst for the Bellevue Complex in the Pacific Northwest, encompassing over 10 different branches. During this 2 year rotational program, I was exposed to all areas of wealth management from compliance and private banking to service and business development. Through this program, I established a pronounced sense of how to best serve a wide variety of clientele utilizing all the vast resources Morgan Stanley offers.
From there, I joined the Aquino Group in 2021 as a Registered Associate. In this role, I was able to further enhance the team's client relationships providing a holistic approach to wealth management. Each client's objectives in life vary greatly, so taking the time to truly listen to their needs was my priority. In 2022, I was promoted to Financial Advisor. I now work alongside our team's two other advisors focusing on financial planning and investment management. Being a part of The Aquino Group, we implement a completely customized portfolio for each of our clients. We construct and maintain each portfolio to align with the client's values, market comfortability, and financial plan set in place. With each portfolio being directly managed by our team in only individual stocks and bonds, we have complete control and flexibility to adapt to what the market and life will throw at you.
Outside of work, you can most often find me outside. I enjoy skiing, paddle boarding, playing tennis, attending UW sports games, and soaking up all that the Greater Seattle area has to offer.
I look forward to connecting so please do not hesitate in reaching out.
Thank you,
Abby Peterson, CPWA®
Financial Advisor
Portfolio Manager
Financial Planning Specialist
NMLS# 2470921
https://advisor.morganstanley.com/the-aquino-group
Morgan Stanley Wealth Management
500 108th Ave. NE Suite 1900 | Bellevue, WA 98004
Office: (425) 202-0651
Work cell: (425) 240 -0010
Abby.Peterson@morganstanley.com
Named to the 2024 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards Disclosures
Upon graduating, I headed back home to Bellevue, WA and joined Morgan Stanley in 2019. I started my career as a Branch Analyst for the Bellevue Complex in the Pacific Northwest, encompassing over 10 different branches. During this 2 year rotational program, I was exposed to all areas of wealth management from compliance and private banking to service and business development. Through this program, I established a pronounced sense of how to best serve a wide variety of clientele utilizing all the vast resources Morgan Stanley offers.
From there, I joined the Aquino Group in 2021 as a Registered Associate. In this role, I was able to further enhance the team's client relationships providing a holistic approach to wealth management. Each client's objectives in life vary greatly, so taking the time to truly listen to their needs was my priority. In 2022, I was promoted to Financial Advisor. I now work alongside our team's two other advisors focusing on financial planning and investment management. Being a part of The Aquino Group, we implement a completely customized portfolio for each of our clients. We construct and maintain each portfolio to align with the client's values, market comfortability, and financial plan set in place. With each portfolio being directly managed by our team in only individual stocks and bonds, we have complete control and flexibility to adapt to what the market and life will throw at you.
Outside of work, you can most often find me outside. I enjoy skiing, paddle boarding, playing tennis, attending UW sports games, and soaking up all that the Greater Seattle area has to offer.
I look forward to connecting so please do not hesitate in reaching out.
Thank you,
Abby Peterson, CPWA®
Financial Advisor
Portfolio Manager
Financial Planning Specialist
NMLS# 2470921
https://advisor.morganstanley.com/the-aquino-group
Morgan Stanley Wealth Management
500 108th Ave. NE Suite 1900 | Bellevue, WA 98004
Office: (425) 202-0651
Work cell: (425) 240 -0010
Abby.Peterson@morganstanley.com
Named to the 2024 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards Disclosures
Securities Agent: TX, MI, CT, NV, NC, KS, GA, OH, WI, WA, AZ, AK, NY, MN, ID, FL, CO, AL, NM, NJ, ND, MT, IL, DC, CA, SD, SC, MA, IA, VT, TN, OR, HI, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 2470921
NMLS#: 2470921
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
AJ Aquino, CFP® - Financial Advisor, Senior Vice President, Senior Portfolio Mgmt Director, Sr. Investment Mgmt Consultant, Financial Planning Specialist
Phone:
(425) 467-3102(425) 467-3102
Email:aj.aquino@ms.com
NMLS# 1272718
Securities Agent: DC, CT, SD, MA, KS, FL, ID, IA, CA, AK, WA, UT, NV, MI, NY, NM, AL, VA, OR, OH, MN, AZ, TN, NJ, HI, GA, CO, WI, TX, IL, VT, SC, NC, MT; General Securities Representative; Investment Advisor Representative; Managed Futures
Hans Gasser, CFP® - Financial Advisor, Vice President, Portfolio Mgmt Director, Financial Planning Specialist
Phone:
(425) 436-2646(425) 436-2646
Email:hans.gasser@ms.com
NMLS#: 1274528
Securities Agent: ID, DC, AK, VA, IL, OR, MT, MI, NM, HI, SD, KS, FL, CT, WI, TX, MS, GA, WA, OH, NY, NC, MA, CO, CA, AL, TN, SC, IA, AZ, VT, NJ, MN, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
Cara Saunto - Registered Associate
Phone:
(425) 436-2664(425) 436-2664
Email:cara.saunto@ms.com
Simon Schrimsher - Client Service Associate
Phone:
(425) 436-2698(425) 436-2698
Email:Simon.A.Schrimsher@morganstanley.com
Location
500 108th Ave NE
Ste 1900
Bellevue, WA 98004
US
Direct:
(425) 202-0651(425) 202-0651
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
About Bill Grey
Bill Grey is a Private Banker serving Morgan Stanley Wealth Management offices in Washington.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Bill began his career in financial services over 30 years ago and joined Morgan Stanley in 2024 as a Private Banker. Prior to joining the firm, he was a Custom Credit Executive at the Merrill Lynch. Bill also served as a Wealth Management Banker at Merrill Lynch.
Bill is a graduate of the Pacific Coast Banking School. He enjoys spending time with his family and is an avid fisherman.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Bill began his career in financial services over 30 years ago and joined Morgan Stanley in 2024 as a Private Banker. Prior to joining the firm, he was a Custom Credit Executive at the Merrill Lynch. Bill also served as a Wealth Management Banker at Merrill Lynch.
Bill is a graduate of the Pacific Coast Banking School. He enjoys spending time with his family and is an avid fisherman.
NMLS#: 652692
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Abby Peterson today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
