Daniel Cohen, CFP®
Associate Vice President,
Financial Advisor
Direct:
(509) 454-2315(509) 454-2315
My Mission Statement
Providing wealth planning services for your life and legacy goals through customized investment and financial strategies.
Forbes 2025 Best-In-State Wealth Management Team
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
Forbes 2025 Best-In-State Wealth Management Team
Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025
My Story and Services
As a Financial Advisor, I specialize in guiding clients through pre- and post-retirement planning. My approach centers on understanding your unique goals and developing customized strategies to help you achieve them. I work closely with families, business owners, and high-net-worth individuals, helping them make objective, well-informed financial decisions while helping prepare for a successful retirement.
My passion for investing began at a young age. I entered the finance industry while in college and knew I could make a difference. After gaining two years of financial planning experience in Bellevue, I relocated to Yakima to further expand my career. Outside of work, I enjoy golfing, hiking, snowboarding, and playing basketball.
As part of the Latimer Norton Cohen Group at Morgan Stanley, I am proud to be part of a team that shares a commitment to delivering exceptional financial planning services. Our combined experience enhances the level of service each client receives. Mike Norton, with 19 years of investment management experience, and Mike Latimer, who brings 27 years of expertise, are both seasoned professionals. Mike Latimer, a U.S. Naval Academy graduated with a degree in Nuclear Engineering, also served as a Branch Manager at Morgan Stanley from 2002-2023. Together, we are dedicated to building lasting relationships of trust with our clients, offering personalized strategies and expert advice to guide you toward your financial goals.
My passion for investing began at a young age. I entered the finance industry while in college and knew I could make a difference. After gaining two years of financial planning experience in Bellevue, I relocated to Yakima to further expand my career. Outside of work, I enjoy golfing, hiking, snowboarding, and playing basketball.
As part of the Latimer Norton Cohen Group at Morgan Stanley, I am proud to be part of a team that shares a commitment to delivering exceptional financial planning services. Our combined experience enhances the level of service each client receives. Mike Norton, with 19 years of investment management experience, and Mike Latimer, who brings 27 years of expertise, are both seasoned professionals. Mike Latimer, a U.S. Naval Academy graduated with a degree in Nuclear Engineering, also served as a Branch Manager at Morgan Stanley from 2002-2023. Together, we are dedicated to building lasting relationships of trust with our clients, offering personalized strategies and expert advice to guide you toward your financial goals.
Securities Agent: MI, KS, ID, DC, AL, AK, WA, NY, ND, MT, IL, UT, MN, MA, KY, HI, CO, OR, NM, AZ, PA, TN, OK, MS, TX, MO, MD, GA, FL, WV, VA, OH, NJ, CT, NC, CA, SD, SC, NV, NE; General Securities Representative; Investment Advisor Representative
NMLS#: 1776060
NMLS#: 1776060
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A FINANCIAL PLAN MADE FOR YOU
The process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life,
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future and achieve your goals. Below, I have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. I hope that you will return often to learn more about topics impacting your wealth.
At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life,
Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future and achieve your goals. Below, I have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. I hope that you will return often to learn more about topics impacting your wealth.
LifeView - Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with out clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.
Click Here to Learn More
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Click the link below if you'd like to learn about common myths in retirement planning.
5 Common Myths about Retirement PlanningClick the link below if you'd like to learn about common myths in retirement planning.
WORKING TOGETHER
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance.
A disciplined process that enables myself to craft a solution that helps to meet your individual financial needs:
• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs
Building a strategy that is:
• Personal - Highly individualized and committed to helping you achieve financial success
• Flexible - Responsive to changes in your life and in your priorities over time
• Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
• Flexible - Responsive to changes in your life and in your priorities over time
• Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
RESOURCES AND RESEARCH
At Morgan Stanley, we provide clients with resources meant to transform complex financial analysis and research into concise and easily digestible content. The links below offer insight into the modern market and economic landscape.
GIC: On The Markets
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Latest Report
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read HereClient Resources
Morgan Stanley's suite of Modern Wealth Management Tools and Resources allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
Family Office Resources
Family Office Resources (FOR) is a helpful resource that provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
Watch Here
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen Here
Total Wealth View
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind. Log into Morgan Stanley Online or download the Morgan Stanley Mobile App to link and add external accounts.
Total Wealth View
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. Members can enjoy special discounts on travel, dining, holiday gifts and more.
View Offers from Reserved Living & Giving
Tax Tables 2025
For 2025 federal tax information, including Income Tax Tables, Deadlines, Contribution Limits and more.
2025 Tax Tables
Morgan Stanley Online & MS Mobile
Morgan Stanley Online digital capabilities and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few taps. Enjoy features such as eAuthorizations, eDelivery and Total Wealth View.
Morgan Stanley OnlineLocation
3909 Castlevale Rd
Ste 100
Yakima, WA 98902
US
Direct:
(509) 454-2315(509) 454-2315
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
About Rylan Nordquist
Rylan Nordquist is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Rylan began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Rylan is a graduate of Le Moyne College in Syracuse New York, where he received a double Major of Bachelor Science in Finance and Management Analysis. He lives in Seattle, Washington with his wife, Emily. Outside of the office, Rylan enjoys playing music, hiking, boating, and spending time with family and friends.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Rylan began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Rylan is a graduate of Le Moyne College in Syracuse New York, where he received a double Major of Bachelor Science in Finance and Management Analysis. He lives in Seattle, Washington with his wife, Emily. Outside of the office, Rylan enjoys playing music, hiking, boating, and spending time with family and friends.
NMLS#: 1272286
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan 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
Wealth Management
Global Investment Office
Portfolio Insights
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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 Daniel Cohen today.
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.
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
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)
