
Annette Kendall, CEPA®
Vice President,
Financial Advisor
Direct:
(503) 221-7696(503) 221-7696

My Mission Statement
Our mission is simple: Through a holistic, up-to-date understanding of each clients unique circumstances and objectives, we empower them to help grow, preserve, and simplify their complex wealth.
Our Team Is Built To Serve You
The PacWest Group is a team who delights in listening to your goals, values, and vision for the future with the experience to help align your priorities with your financial world.
Collectively, we bring over 100 years of financial services industry experience to provide our select clientele with a bespoke plan and comprehensive wealth and investment planning solutions designed to smplify financial complexity to help achieve clarity and control. As seasoned professionals, we combine our knowledge, skills and talents with the expansive resources and global reach of Morgan Stanley to address sophisticated client situations and help tailor strategies designed to meet each client's unique short and long-term goals.
Securities Agent: CT, AR, VT, NY, WY, WA, MO, MN, ME, MD, HI, CO, OR, MT, IN, DE, AK, VI, TX, SC, NM, KY, DC, WV, WI, SD, ND, ID, GA, AZ, LA, FL, TN, OH, NC, MI, RI, PA, OK, NV, IL, PR, NH, NE, MA, KS, CA, AL, VA, UT, NJ, MS, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 737843
NMLS#: 737843
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Disciplined Process Focused On You
The PacWest Group believes creating a path for financial success begins with understanding your values, priorities and aspirations. Together, we work to define what is most important to you and your family, then develop a personalized strategy to help you get there. Through each step in our process, we provide objective advice to construct a plan that best suits you.
Step 1: Get To Know Each Other
• Listen carefully to understand what is important to you, your family and your legacy
• Identify circumstances unique to your personal situation
• Discuss important investment concepts and provide details on our investment philosophy
• Identify circumstances unique to your personal situation
• Discuss important investment concepts and provide details on our investment philosophy
Step 2: Assess Your Finances
• Gather important data, documents and financial statements
• Review the information collected to ensure data is accurate
• Analyze your current investment and cash management strategies
• Review the information collected to ensure data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Plan
• Develop your personalized plan, utilizing proprietary tools and insights from Morgan Stanley, such as the Wealth Strategies Analysis (WSA Tool)
• Incorporate Strategies
• Present our recommendations along with key action steps
• Incorporate Strategies
• Present our recommendations along with key action steps
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to ensure your plan is implemented as expected
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to discuss progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Location
760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Direct:
(503) 221-7696(503) 221-7696
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
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
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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
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Ready to start a conversation? Contact Annette Kendall today.
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
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)