My Story

For more than 15 years, I’ve been working with financially successful executives, professionals, and families to help them grow, protect and pass on their wealth. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Senior Investment Management Consultant and Senior Portfolio Manager, I utilize a powerful balance of financial planning and investment experience to assist clients in putting their wealth to work toward the lifestyle and retirement they envision.

Chemistry and mutual respect are vital for the longevity of any important relationship. As your Financial Advisor, I strive to earn your confidence and trust by delivering the highest level of service, care and discretion. By providing sound guidance and objective advice, my mission is to help you make informed decisions and to simplify your financial life so you can focus on what matters most.

Before joining Morgan Stanley in 2003, I was a manager at Magnolia Audio Video, a specialty audio video store that was eventually acquired by Best Buy. As an Eagle Scout, I apply my values and principles of good conduct, respect for others and honesty to every client interaction.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Certificates of Deposit3
  • Estate Planning Strategies4
  • Financial Planning5
  • Life Insurance6
  • Long Term Care Insurance7
  • Precious Metals8
  • Professional Portfolio Management9
Securities Agent: AZ, CA, CO, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1253151
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Working WIth You

When it comes to your financial future, you want to work with an experienced professional who understands you -- not just your investment objectives, but also the value, goals and aspirations you have for yourself and your family. As your Financial Advisor, I am committed to building a long-term relationship with you and acting as a responsible steward for your wealth and what you hope to accomplish with it.

To be truly effective, your wealth management plan must reflect the totality of your personal and financial life. Through careful listening and a genuine interest in what’s going on in all aspects of your world, I help you articulate your needs, priorities and challenges. Armed with this deep understanding of your full financial situation, I work with you to develop a personalized plan that is tailored to your unique goals. Whether you are seeking to diversify a concentrated stock position, prepare for retirement or pass your legacy on to the next generation, I can help you identify strategies and solutions that align with both your objectives and your risk preference.

PLEASE NOTE: If you have specific religious or ethical concerns or goals please let me know and I can create a custom portfolio to help you meet your objectives in a way that also meets your values.

    Education and Experience

    I earned my B.A. in Biology from Carleton College and my Master of Business Administration (M.B.A) from The Albers School of Business at Seattle University. I joined MS after working in management for Magnolia Audio Video for ten years. I quickly found success working with executives of public companies as part of a national stock plan services team based here in Bellevue. Since joining Morgan Stanley, I have completed courses in Financial Planning and received my Certified Financial Planner designation.
    To be truly effective, your wealth management plan must reflect the totality of your personal and financial life. Through careful listening and a genuine interest in what’s going on in all aspects of your world, I help you articulate your needs, priorities and challenges. Armed with this deep understanding of your full financial situation, I work with you to develop a personalized plan that is tailored to your unique goals. Whether you are seeking to diversify a concentrated stock position, prepare for retirement or pass your legacy on to the next generation, I can help you identify strategies and solutions that align with both your objectives and your risk preference. 

    PLEASE NOTE:  If you have specific religious or ethical concerns or goals please let me know and I can create a custom portfolio to help you meet your objectives in a way that also meets your values.
    Certificates Earned:
    • BA – Biology Carleton College, MN
    • MBA – Seattle University, Seattle, WA
    • CFP® from the Certified Financial Planner Board of Standards, Washington, D.C.
    • Senior Portfolio Manager Designation
    • Senior Investment Management Consultant Designation
    • Series 7 - General Securities Representative - Bellevue, WA
    • Series 65 - Investment Advisory Agent - Bellevue, WA
    • Life and Health Insurance Licensed – AZ, CA, NJ, OR, PA, TX, WA
    • Long Term Care Licensed
    An active member of the community, I am heavily involved with Archbishop Thomas J. Murphy High School in Everett. I have also served as a School Commission Member and Catholic Youth Organization soccer coach at St. Brendan Parish School. I am a member and Past President of the Mill Creek Rotary Club. Previously I served on the Seattle Preparatory School Alumni Board and the Board of Imagine Children’s Museum.

    I was lucky enough to marry my high school sweetheart and we have two girls who keep us busy on the weekends watching soccer, basketball, and cheerleading.

    When I’m not volunteering or coaching kid’s sports, I enjoy riding motorcycles.

      Client Service Team

      • Julia Gerbino - Registered Client Service Associate
        Julia has an incredible "can - do" attitude and is a superb teammate.  She runs the paperwork side of the business and makes sure that clients get what they need when they need it.  She has been recognized by our clients for exceptional service on many occasions.  Degrees in Math and Dance from the University of Washington.

         

      Location

      500 108th Ave NE
      Ste 1900
      Bellevue, WA 98004
      US
      Direct:
      (425) 451-4423(425) 451-4423
      Toll Free:
      (800) 328-2802(800) 328-2802
      Fax:
      (425) 453-5802(425) 453-5802
      Investment and Market Perspectives

      On the Markets

      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
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

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      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
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      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
      Financial Transition: A Guide for Women

      Financial Transition: A Guide for Women

      Here's how to take control of your finances if a death or divorce leaves you holding the reins.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      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
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan 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.

      2Morgan 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.

      3CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      4Morgan 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.

      5Morgan 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.

      6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

      8Precious metals are speculative investments and, as such, their value can be subject to declining market conditions.

      9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

      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 suitable 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”) 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.


      CRC 2019752 10/2018