My Story and Services

"As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices."
Services Include
Securities Agent: NE, WA, OR, SC, UT, ME, MS, ID, WY, WV, WI, VT, VI, VA, TX, TN, SD, RI, PR, PA, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MO, MN, MI, MD, MA, LA, KY, KS, IN, IL, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1312660
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A Clear Approach to Your Goals

A financial plan is a practical roadmap that helps turn goals into an actionable strategy, with a way to measure progress and adjust when needed. It supports more confident decision making by striving to keep your priorities, portfolio strategy, and next steps aligned over time.

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What Brings You Here Today?

Whatever brings you here today, we start by listening. We begin by understanding your motivations, your questions, and what matters most to you so we can help you move forward with clarity, confidence, and support that grows with you.

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Strategic Guidance

At Morgan Stanley, we go beyond managing wealth. We help you design a life of purpose and lasting impact. Our financial strategies are tailored to the unique complexities of your lifestyle. Whether preserving your legacy, optimizing investments, or navigating sophisticated financial opportunities, we provide the experience and discretion you deserve.

    Wealth & Legacy Planning
    • Philanthropic Planning & Charitable Giving
    • Family Governance & Multi-Generational Wealth Transfers
    • Portfolio Management
    Advanced Financial Planning
    • Comprehensive wealth planning
    • Retirement and 401(k) strategies
    • Education funding solutions
    Tax-Aware Investment Management
    • Morgan Stanley's integrated tax management process
    • Active indexed tax-loss harvesting
    • Coordination with your tax professionals
    Family Wealth Planning
    • Estate planning strategies
    • Trust coordination and analytics
    • Gifting strategies
    • Legacy Planning
    Business Succession & Exit Planning
    • Ownership transition strategies
    • Valuation and liquidity event planning
    • Family business continuity
    Executive & Entrepreneurial Services
    • Equity Compensation & Stock Option Strategies
    • Pre-IPO & Liquidity Event Planning
    • Private Business Advisory (Mergers, Acquisitions, Valuations)
    Legacy & Insurance Solutions
    • Long-term care planning
    • Risk transfer and asset protection strategies
    Private Investments & Exclusive Opportunities
    • Private Equity & Venture Capital Access
    • Hedge Fund & Alternative Investment Strategies

GENERATIONAL FAMILY WEALTH TRANSFER

Transferring wealth across generations involves more than financial assets. It requires planning, communication, and shared understanding. A thoughtful approach helps families navigate transitions, clarify intentions, and support continuity across generations. Whether you are focused on preserving wealth or preparing future decision-makers, these conversations help create alignment, structure, and clarity as family wealth evolves over time.

    PARENTS, GRANDPARENTS, FAMILY LEADERS
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    Defining Intentions

    "Have I clarified how I want my wealth used today and in the future?"

    • Explore structures and planning strategies that reflect your priorities, values, and long-term intentions for family wealth.
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    Preparing Heirs

    "Are future generations prepared for the responsibilities that may come with wealth?"

    • Support education and involvement opportunities that help heirs build financial awareness and decision-making skills over time.
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    Family Communication

    "Have expectations and roles been clearly discussed within the family?"

    • Facilitate conversations around values, expectations, and governance to help reduce uncertainty and encourage alignment.
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    Planning for Change

    "Is my plan flexible enough to evolve with my family and circumstances?"

    • Review and adapt strategies as family dynamics, goals, and external factors change.
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    CHILDREN, HEIRS, FUTURE DECISION-MAKERS
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    Understanding the Role

    "Do I understand my potential role in the family's financial future?"

    • Gain clarity around responsibilities, decision-making frameworks, and long-term expectations.
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    Building Financial Knowledge

    "Am I developing the skills needed to manage or steward wealth?"

    • Access education and guidance designed to build confidence in financial concepts and planning considerations.
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    Asking the Right Questions

    "Do I have a space to learn, ask questions, and engage in planning discussions?"

    • Participate in collaborative conversations that encourage transparency and shared understanding.
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    Aligning with Personal Goals

    "How can family wealth support my own goals and values?"

    • Explore ways family resources may be coordinated with personal objectives, career paths, and long-term plans.

Location

1701 SE Columbia River Dr
Ste 120
Vancouver, WA 98661
US
Direct:
(360) 992-7995(360) 992-7995
Toll-Free:
(800) 755-2516(800) 755-2516
Fax:
(360) 992-7999(360) 992-7999
Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Benjamin Lanphar 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

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2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

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4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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6Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

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10Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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12Investing in commodities entails significant risks. The commodities markets may fluctuate widely based on a variety of factors including changes in supply and demand relationships; governmental programs and policies; national and international political and economic events; war and terrorist events; changes in interest and exchange rates; trading activities in commodities and related contracts; pestilence; weather; technological change; and, the price volatility of a commodity. In addition, the commodities markets are subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.

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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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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 | Morgan Stanley
CRC 4665150 (8/2025)