Fortunato Vega
First Vice President, Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation
Phone:
(206) 336-1611(206) 336-1611
Blue Ocean Alliance Group at Morgan Stanley
Direct:
(206) 464-4086(206) 464-4086
Toll-Free:
(800) 426-7837(800) 426-7837
Our Mission Statement
Maximize transparency, efficiency, and strategy in our clients' financial lives while utilizing an easily understood and straightforward investment approach.
Working with Us
Every member of our team sincerely enjoys meeting new people and is committed to learning as much as possible through a confidential conversation. Meeting with our team to discover if there is a fit should be a positive experience ending with actionable advice in nearly all circumstances.
For those who choose to engage our team’s services, we start with a comprehensive financial plan which acts as a roadmap for determining strategy now and in the future. Once planning is complete, we implement the appropriate strategy using efficient solutions our clients can easily understand.
Our planning and strategy focused practice helps to reduce the negative impact emotional decision making can have on an unguided approach. We take our commitment very seriously and we strive to provide an experience that is unmatched.
For those who choose to engage our team’s services, we start with a comprehensive financial plan which acts as a roadmap for determining strategy now and in the future. Once planning is complete, we implement the appropriate strategy using efficient solutions our clients can easily understand.
Our planning and strategy focused practice helps to reduce the negative impact emotional decision making can have on an unguided approach. We take our commitment very seriously and we strive to provide an experience that is unmatched.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Clients
Our clients typically recognize the benefits of planning ahead and applying strategy to increase the probability of reaching or exceeding their goals. Oftentimes, a specific event is the catalyst for taking action and is the main driver behind seeking professional guidance. Planning and implementing the appropriate strategies to prepare for upcoming business, work, or life transitions is exactly what we do and is what our clients expect from our team.
Location
601 Union Street
Suite 2900
Seattle, WA 98101
US
Direct:
(206) 464-4086(206) 464-4086
Toll-Free:
(800) 426-7837(800) 426-7837
Meet Blue Ocean Alliance Group
Frances Williams, CFP®
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(206) 464-4554(206) 464-4554
Luke Tracy, CFP®
First Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Phone:
(206) 464-4086(206) 464-4086
Keagan Maxey
Portfolio Associate
Phone:
(206) 464-4159(206) 464-4159
Thomas Gardner
Registered Client Service Associate
Phone:
(206) 464-4546(206) 464-4546
About Fortunato Vega
Fortunato is a Seattle native and he completed his Bachelor of Arts, Business Administration (Marketing & International Business) at the University of Washington. He launched his career in financial services as a stockbroker for Dean Witter (now merged with Morgan Stanley) in 1980 before moving to New York City in 1985. While in New York, Fortunato started, purchased, and sold businesses including a design and manufacturing company as well as a communications and technology company. After spending 20 years in New York, Fortunato moved back home to Seattle to be closer to family and he returned to Morgan Stanley, joining their Wealth Management Group in 2006.
Fortunato has developed a true passion for assisting individuals with whatever is most important to them in life and developing a strategy that helps them achieve success. He particularly enjoys working with families and business owners and enjoys connecting people with aligned interests and shared values. Fortunato draws on his vast experience as a life-long entrepreneur when advising business owners today. His first hand knowledge of the commitment and passion successful business owners must have allows him to better understand his clients and the difficult balancing act they face. Fortunato is skilled at gathering the right people and the right resources to fit the situation to on which he is working.
Fortunato and his wife Pura have been married 50+ years. They reside in Seattle’s Green Lake neighborhood and have two grown sons, Melecio and Francisco, and two grandchildren, Dominic and Brooklyn. They take every opportunity they have to spend time with their family, friends, and helping others.
Fortunato has developed a true passion for assisting individuals with whatever is most important to them in life and developing a strategy that helps them achieve success. He particularly enjoys working with families and business owners and enjoys connecting people with aligned interests and shared values. Fortunato draws on his vast experience as a life-long entrepreneur when advising business owners today. His first hand knowledge of the commitment and passion successful business owners must have allows him to better understand his clients and the difficult balancing act they face. Fortunato is skilled at gathering the right people and the right resources to fit the situation to on which he is working.
Fortunato and his wife Pura have been married 50+ years. They reside in Seattle’s Green Lake neighborhood and have two grown sons, Melecio and Francisco, and two grandchildren, Dominic and Brooklyn. They take every opportunity they have to spend time with their family, friends, and helping others.
Securities Agent: AZ, AK, WA, VT, VA, TX, TN, OH, NH, NC, MT, ID, DC, CA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1290414
NMLS#: 1290414
About Frances Williams, CFP®
Frances grew up in Portsmouth, NH with her seven brothers and sisters who ingrained in her the value of a close-knit family. She attended Colgate University on a full scholarship, studied abroad in London and parts of Europe, and graduated with a B.A. in Economics in 1989. She then headed to the West Coast, driving cross country from NH to Portland, OR. She moved to Seattle in 1991 and started her career at Morgan Stanley in 1993.
She has built her practice on a foundation of integrity and service. She works closely with her hard-working clients and their loved ones to help develop effective planning solutions that are tailored to their capabilities and needs. Her greatest pleasure is being the advisor that her clients feel they can depend on to monitor the financial aspect of their lives, so that they are free to enjoy the finer things in life that money can not buy.
Frances is a total animal lover and volunteers for Seattle Humane fostering cats. She is passionate about protecting the environment, birding, and the vegan and sustainable lifestyle. She enjoys sewing, baking/cooking, recreational hiking, running, biking, yoga, meditation, and seeing family & friends as much as possible. When not out and about, she is busy being a devoted cat slave to her fosters and foster fails.
She has built her practice on a foundation of integrity and service. She works closely with her hard-working clients and their loved ones to help develop effective planning solutions that are tailored to their capabilities and needs. Her greatest pleasure is being the advisor that her clients feel they can depend on to monitor the financial aspect of their lives, so that they are free to enjoy the finer things in life that money can not buy.
Frances is a total animal lover and volunteers for Seattle Humane fostering cats. She is passionate about protecting the environment, birding, and the vegan and sustainable lifestyle. She enjoys sewing, baking/cooking, recreational hiking, running, biking, yoga, meditation, and seeing family & friends as much as possible. When not out and about, she is busy being a devoted cat slave to her fosters and foster fails.
Securities Agent: AZ, CA, VT, IL, ID, DE, VA, IN, NY, ME, CO, AK, NC, MN, NH, CT, TX, KS, WA, TN, NJ, MA, DC, OR, GA, FL, MT, MD, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1387977
CA Insurance License #: OE18941
NMLS#: 1387977
CA Insurance License #: OE18941
About Luke Tracy
Luke has spent his entire adult life in the greater Seattle region but was born and raised in the central Washington town of Cle Elum. After completing his Bachelor of Arts, Business Administration (Finance) at the University of Washington, Luke launched his career at Morgan Stanley in 2007 with a focus on helping his clients manage their financial needs so they are well prepared for a successful retirement.
Luke’s primary focus is developing custom financial plans for clients and managing their investments in a way that aligns with their plan. Luke received his Certified Financial Planner™ designation in 2009 and has developed a process that helps clients to have the confidence that every loose end has been accounted for and provides them a way to benchmark success for years and generations to come. His investment strategy has a strong focus on efficiency, transparency, and minimizing costs.
Luke and his wife, Stephanie, live in Sammamish with their identical twin sons, their daughter, and their Portuguese water dog. Luke and his family enjoy spending time outdoors and they try to take advantage of everything the Pacific Northwest has to offer.
Luke’s primary focus is developing custom financial plans for clients and managing their investments in a way that aligns with their plan. Luke received his Certified Financial Planner™ designation in 2009 and has developed a process that helps clients to have the confidence that every loose end has been accounted for and provides them a way to benchmark success for years and generations to come. His investment strategy has a strong focus on efficiency, transparency, and minimizing costs.
Luke and his wife, Stephanie, live in Sammamish with their identical twin sons, their daughter, and their Portuguese water dog. Luke and his family enjoy spending time outdoors and they try to take advantage of everything the Pacific Northwest has to offer.
Securities Agent: KS, NY, NH, NC, FL, DC, OH, DE, VT, ID, CT, CA, WA, ME, VA, MD, IN, MN, OR, NJ, TN, MT, IL, AZ, TX, GA, MA, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1297667
NMLS#: 1297667
About Keagan Maxey
Keagan was born and raised in Normandy Park, WA and has lived in the Seattle area her entire life. She earned her Bachelor’s Degree in Finance and Marketing at Washington State University where she was also in an active leadership role in Kappa Alpha Theta. In 2018, she joined Morgan Stanley as a Client Service Associate and has been working closely with clients ever since.
Keagan has a results-focused approach as well as excellent critical thinking skills. These attributes have made her invaluable in helping clients open their accounts, transfer funds, navigate the online site, complete complicated paperwork, and several other daily activities. She is enthusiastic with a demeanor that is poised and reflective of her commitment to help simplify our clients’ financial lives.
When not in the office, Keagan enjoys spending time with family and friends, as well as cooking and baking. Most of her summers are spent with the family on Vashon Island enjoying the views of Puget Sound and Mount Rainier. She is also an avid football fan and supports both the Seattle Seahawks and the Washington State Cougars.
Keagan has a results-focused approach as well as excellent critical thinking skills. These attributes have made her invaluable in helping clients open their accounts, transfer funds, navigate the online site, complete complicated paperwork, and several other daily activities. She is enthusiastic with a demeanor that is poised and reflective of her commitment to help simplify our clients’ financial lives.
When not in the office, Keagan enjoys spending time with family and friends, as well as cooking and baking. Most of her summers are spent with the family on Vashon Island enjoying the views of Puget Sound and Mount Rainier. She is also an avid football fan and supports both the Seattle Seahawks and the Washington State Cougars.
About Thomas Gardner
Tommy was born and raised in Seattle, WA. Prior to joining Morgan Stanley, he attended Washington State University where he earned his Bachelor’s Degree in Finance. After graduating, Tommy embarked in the financial planning industry with a local firm where he passed his Securities Industry Essentials Exam, and obtained his Series 7 and Series 66 securities licenses.
Tommy is driven by a genuine passion for helping others and he consistently delivers exceptional service. His ability to forge long lasting relationships, coupled with a commitment to deliver the utmost quality to clients, ensures they feel valued and supported.
Outside of the office, Tommy loves spending time with friends and family, especially his three brothers. He enjoys staying active through running, playing golf and being a part of recreational sport teams. Most of his summers are spent going on road trips in the Pacific Northwest and his falls are spent rooting for his favorite sports team, the Seattle Seahawks.
Tommy is driven by a genuine passion for helping others and he consistently delivers exceptional service. His ability to forge long lasting relationships, coupled with a commitment to deliver the utmost quality to clients, ensures they feel valued and supported.
Outside of the office, Tommy loves spending time with friends and family, especially his three brothers. He enjoys staying active through running, playing golf and being a part of recreational sport teams. Most of his summers are spent going on road trips in the Pacific Northwest and his falls are spent rooting for his favorite sports team, the Seattle Seahawks.
Contact Fortunato Vega
Contact Frances Williams, CFP®
Contact Luke Tracy
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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
CRC 6491812 (04/2024)
