Bellevue Branch Office

After a distinguished career in corporate leadership and entrepreneurship, Tom transitioned to Morgan Stanley in 2012 as a Financial Advisor based in Bellevue, WA. Progressing within the organization, he assumed the role of Business Development Manager within the Seattle complex leadership team in 2018. Demonstrating his capabilities, Tom was later promoted to Associate Market Manager in May 2022 and currently serves as the Bellevue Market Manager since November 2023.

Prior to his tenure at Morgan Stanley, Tom accumulated valuable experience during his time at Verizon Wireless, where he was the Director of Sales Operations across 14 western states. Transitioning to the realm of entrepreneurship, he gained insights into the challenges faced by startups seeking funding, eventually becoming a business owner alongside his wife, Angela, operating multiple Emerald City Smoothie stores and a concession trailer.

A graduate of Pacific Lutheran University with a BA in Business Administration, Tom's background extends to his college football days under the mentorship of the legendary Frosty Westering, a period that included being a starting running back for the 1987 National Championship team. Drawing parallels between sports and business, Tom enjoys leveraging his athletic and coaching experience to mentor and guide advisors in enhancing their professional endeavors.

Outside his professional pursuits, Tom finds joy in sports, golf, and fitness activities. Residing in Olde Town Issaquah with his wife, Angela, Tom cherishes moments spent with family, particularly relishing time with their grandchildren.

Eric Jou serves as the Risk Officer at Morgan Stanley, bringing a wealth of experience and expertise to the role. With a career in the financial industry that began in 1996, Eric has developed a deep understanding of risk and operations management. His professional journey includes significant tenures at prestigious firms such as MetLife, New England Financial, and John Hancock, where he honed his skills as a compliance and operations manager. These experiences have been instrumental in his ability to assist Financial Advisors in navigating risks within their practice. Additionally, Eric has played a crucial role in mentoring new Risk Officers, helping them acclimate to their roles effectively.

Eric is a graduate of the University of North Carolina at Charlotte, where he laid the foundation for his successful career. Throughout his professional life, he has been dedicated to protecting clients' best interests and assisting Financial Advisors and firms with complex policies and regulations, ensuring adherence to industry standards, and achieving the Firm’s expectations.

Outside of his professional commitments, Eric enjoys a variety of hobbies, including fishing, movies, and traveling. He values spending quality time with his wife and two sons, cherishing the moments they share together.

David was born in Jamaica and relocated to the United States in 2001. He pursued his higher education at the University of Washington, where he developed a strong foundation in finance. Upon graduating in 2008, David embarked on his professional journey with Scottrade Financial, serving as a stockbroker.

In 2016, David transitioned to UBS, where he initially took on the role of Administrative Manager. His dedication and expertise led to his promotion to Market Administrative Officer in 2020, where he continues to excel in his responsibilities. David joined Morgan Stanley in April 2025 as a Business Service Officer where he continues provide excellent management expertise.

Outside of his professional life, David and his wife share a passion for travel, dancing, and real estate remodeling.

Hattie is a seasoned professional with a distinguished career in luxury retail management and entrepreneurship as a real estate agent. Her extensive experience in these fields has honed her skills in leadership, client relations, and strategic business development. In pursuit of new challenges and growth, Hattie transitioned into the financial sector, where she currently excels as a Branch Administrator.

Hattie pursued her education in Fashion Merchandising and Business Management, which has provided her with a unique blend of creativity and business insight. This combination has been pivotal in her seamless transition into the financial industry, where she continues to apply her skills to enhance operational efficiency and drive branch success.

Hattie is committed to her professional endeavors and, outside of work, she cherishes spending quality time with her family, traveling, and engaging in outdoor activities. She has been a long-standing resident of Kirkland and plays an active role in the community.

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.