Anthony M Gallea
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor – Equity Compensation
Bill Brooking, MBA, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Investment Management Consultant,
Portfolio Management Director,
Alternative Investments Director
Direct:
(425) 202-1116(425) 202-1116
Toll-Free:
(800) 328-2802(800) 328-2802
My Mission Statement
Providing sound financial guidance and objective advice to families in an atmosphere of caring.
My Story
For more than 20 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 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.
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.
Services Include
- Financial PlanningFootnote1
- Wealth ManagementFootnote2
- Estate Planning StrategiesFootnote3
- Retirement PlanningFootnote4
- Philanthropic ManagementFootnote5
- Asset Management
- Professional Portfolio ManagementFootnote6
- 401(k) Rollovers
- Cash Management and Lending ProductsFootnote7
- Alternative InvestmentsFootnote8
- Executive Financial ServicesFootnote9
- Stock Plan ServicesFootnote10
Securities Agent: IN, CT, VT, NV, FL, MT, MI, MA, WA, SD, SC, OR, MS, KS, IL, AZ, TX, NY, ND, LA, VA, NE, KY, ID, HI, DE, DC, CA, TN, AK, PA, NM, CO, OH, NC, MO, MD, GA, AR, WY, WI, UT, RI, OK, NJ, NH, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1253151
CA Insurance License #: 0F00977
NMLS#: 1253151
CA Insurance License #: 0F00977
Check the background of Our Firm and Investment Professionals 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.
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.
Certificates Earned:
- BA – Biology Carleton College, MN
- MBA – Seattle University, Seattle, WA
- CFP® from the Certified Financial Planner Board of Standards, Washington, D.C.
- 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 three children who keep us very busy on the weekends.
When I’m not volunteering or coaching kid’s sports, I enjoy riding motorcycles.
I was lucky enough to marry my high school sweetheart and we have three children who keep us very busy on the weekends.
When I’m not volunteering or coaching kid’s sports, I enjoy riding motorcycles.
Client Service Team
Janae Towery - Registered Client Service Associate
Phone:
(425) 436-2666(425) 436-2666
Email:Janae.towery@morganstanley.com
Janae Towery is a dedicated Registered Client Service Associate with over five years of experience in the financial services industry. Originally from Nampa, Idaho, she has made Seattle her home for the past 13 years, where she serves clients with care and expertise. Janae specializes in providing personalized support and delivering high-quality service to clients, ensuring their financial service needs are met. Her knowledge of Morgan Stanley’s products and services, combined with her commitment to client success has made her a trusted partner. Outside of work, Janae enjoys exploring the Pacific Northwest and spending time with family and friends.
To reach Janae, please call 425-436-2666 or email Janae.towery@morganstanley.com.
To reach Janae, please call 425-436-2666 or email Janae.towery@morganstanley.com.
Emma Fritton, Client Service Associate
Phone:
(425) 202-0645(425) 202-0645
Email:Emma.Fritton@morganstanley.com
Emma Fritton joined the Paclantic Group as a CSA at Morgan Stanley after 2 years of working with other teams as a Team Administrator/Intern. Originating here in the Pacific Northwest, she graduated from the University of Arizona with a Bachelor’s degree in Sociology and minor in Psychology. She is passionate about delivering exceptional service and fostering strong relationships with clients. She is excited to grow her career at Morgan Stanley and ensure clients receive the highest level of attention and care. Beyond her professional life, Emma loves to travel and immerse herself in music and theatre. In her free time, she enjoys skiing and spending time with her friends and family.
Location
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(425) 202-1116(425) 202-1116
Toll-Free:
(800) 328-2802(800) 328-2802
Fax:
(425) 453-5802(425) 453-5802
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
Mark T Curtis
Managing Director, Stock Plan Director, Financial Planning Specialist, Family Wealth Director, International Client Advisor, Investing with Impact Director
Kelly Caves, C(k)P, CRPC®
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Corporate Retirement Director
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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
A 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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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.
Ready to start a conversation? Contact Bill Brooking, MBA today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
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.
5Products 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.
6Morgan 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.
7Morgan 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
8Alternative 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.
9Morgan 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.
10Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
3Morgan 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.
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.
5Products 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.
6Morgan 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.
7Morgan 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
8Alternative 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.
9Morgan 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.
10Morgan 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.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
