My Story

As a native of Eastern Washington, I have enjoyed a successful career as a music educator and a small business operator. Eager to blend my business and teaching skills together, I graduated with honors from EWU with an M.B.A. in Finance.

It is my goal to continue to educate and help people achieve their goals, only this time it is centered on retirement planning, wealth building, and other financial life-goals. I bring value to my clients through the ability to make complex solutions understandable and comfortable. I strive to ensure that my clients are confident and knowledgeable about the financial solutions that will help them attain their goals.

In addition to the comprehensive, personalized service that I provide, my clients can appreciate that I am backed by one of the world's leading wealth management firms - Morgan Stanley. That alliance enables my clients to experience an optimal level of quality and sophistication.

Whether you are looking for a financial advisor or wanting a second opinion, please reach out to schedule an appointment.

As your financial advisor, I will:
  • Listen to, understand, and address your concerns
  • Provide comprehensive financial planning and ongoing guidance
  • Prepare a financial plan specific to your life, needs, and goals
  • Help you reach goals by providing encouragement and education along the way
  • Go out of my way to give exemplary, personalized service
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • Estate Planning Strategies4
  • Planning for Education Funding5
  • 529 Plans6
  • Planning for Individuals with Special Needs7
  • 401(k) Rollovers
  • Business Planning8
  • Qualified Retirement Plans9
  • Life Insurance10
  • Long Term Care Insurance11
  • Philanthropic Services
  • Sustainable Investing12
  • Lending Products
Securities Agent: WA, VA, UT, TX, OR, NY, NV, NM, NJ, NE, NC, MT, IL, ID, HI, FL, CT, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1733613
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Philosophy

My Philosophy

I enjoy getting to know your story. Every client has a unique journey with circumstances that require a personal touch. Not every story is identical and not every goal is accomplished the same. I strive to know you – your joys, concerns, goals, needs, family, career, hobbies – and provide customized guidance and recommendations built around your specific situation.

I work closely with you to understand your needs while maintaining the focus and discipline to help guide your portfolio through the most challenging market cycles.

Prior to any implementation of your customized financial plan, I will ensure that you understand and are comfortable with the strategy we have put in place. Moving forward, we will communicate regularly and make adjustments as life’s changes necessitate.

    Manage Your Financial Life & Beyond

    Reaching your goals often involves going beyond investment advice - I provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

      Client Service Team

      • Melanie Triplett - Senior Registered Associate
        Phone: 1 (509) 325-8244

        Email: melanie.triplett@morganstanley.com

      Location

      717 W Sprague Ave
      Suite 500
      Spokane, WA 99201
      US
      Direct:
      (509) 325-8228(509) 325-8228
      Toll-Free:
      (800) 521-0509(800) 521-0509
      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

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      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
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      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
      A Parent's Guide to Talking to Your Kids About Money

      A Parent's Guide to Talking to Your Kids About Money

      Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

      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
      6 Keys to Building a Startup

      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
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Sign Up for eDelivery

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      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

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      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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      Your Financial World. On the Go.

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      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Access Morgan Stanley Online

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      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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      Ready to start a conversation? Contact Brian McCann today.
      Market Information Delayed 20 Minutes
      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.

      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.

      3Morgan 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.

      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 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.

      6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      7Morgan 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.

      8Morgan 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.

      9Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      12The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

      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