About Me

I was born and raised in Vancouver, Canada; my parents were American so I was fortunate to learn life lessons from the perspective of two similar, but different, cultures. Thankfully I was blessed to attend the University of WA and, after graduating, went looking for adventure, moved to NYC and landed a gig as a research analyst, in the telecom field, for a mid-sized institutional research firm. It was the dawn of the coming explosion in wireless connectivity, media expansion and the beginnings of the internet. From there I was lucky enough to parlay that experience into a 16 year career in corporate consulting and investments with KPMG Consulting and Duff & Phelps. In 2010 I took a leap of faith, left corporate consulting to build what I hoped to be an impactful financial advisory business. 16 years later (where does the time go?), I’m part of a great company and a local team working with some of the most interesting and dynamic families anywhere and I couldn’t be happier as a result. Although my team and I have been recognized by Forbes and other organizations as “Top Advisors,” I’m far prouder of the testimonials clients have provided us (please see on this webpage). Outside of work I’m a proud dad of two wonderful grown children, I like to be active in the community, outdoors whenever possible and I will always make time to a call a friend.
Services Include
Securities Agent: PA, GA, OK, MT, FL, WA, TX, SD, NM, IN, IL, DE, TN, SC, OR, NH, ME, KS, AL, AK, CT, WY, KY, IA, CO, CA, VA, NE, MD, HI, NJ, MO, ID, DC, AZ, NY, MI, UT, MN, MA, AR, WI, NV, NC, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1288356
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Your Benefits

On the surface your family's success looks to most people like it was relatively easily obtained – you started a business/career, went to work, took vacations, got promoted and as the years passed your wealth accumulated. Other than close friends and associates, it all seemed to everyone to be…by the book. But it wasn't.

For sixteen years I've had a front row seat to family's financial lives where I've learned about how they got to where they are - and in virtually every case the story includes sacrifice, risk taking, enormous amounts of time, intelligence, luck and yet more sacrifice. Wealth is hard earned. I understand and respect that. Furthermore, although wealth is most certainly a blessing it also changes your life, creating new responsibilities and adding complexity.

Our service approach is designed to accentuate the positives of your wealth, providing you with a sense of freedom, freeing up time and giving you control, while minimizing your stress and complexity. Helping you stay focused on what matters – family, hobbies, experiences, intellectual growth, accomplishments, being present, having fun.

Let's work together to extend your success, preserve it and transfer it to future generations (and/or charity) with thoughtfulness and intent. You worked hard. Let's make the most of it.

    Our Role

    When I was newly minted college grad I landed my first "real" job in institutional investments in NYC where I worked alongside an older woman in the office who seemed to have numerous personal advisors in her life (legal, tax, business, financial, fashion, etc.), which piqued my interest. So I asked her why she kept so many relationships. She told me that in her experience life was more enjoyable, and she made better decisions, when she had intelligent, trustworthy partners to call on.

    Building on this ideal, it is our hope that our clients benefit from our objectivity, discretion, perspective and experience. Specific steps to deliver benefits include:

    • Active communication. We are a sounding board, minimizing mistakes by helping you think rationally about your wealth.
    • Long term financial and estate planning.
    • Investment selection, strategy & allocation.
    • Organizing financial assets and communicating with other advisors.
    • Intelligent uses of debt and insurance.
    • Charitable Giving.

      Client Service Team

        Carousel Associate Image
        Ethan Yamamoto - Registered Client Service Associate
        Phone:
        (206) 344-3505(206) 344-3505
        Having graduated from the University of Washington with a BA in Finance, Ethan joins the team as a Registered Client Service Associate. Growing up playing hockey and being raised under the guidance of his three sisters, he is well-acquainted with the dynamic nature of working in large groups and navigating different personalities.

        Outside of work, Ethan enjoys all the PNW classics: backpacking, skiing, golfing, and running. More than anything, he finds joy in being active outdoors with friends and family.
        Carousel Associate Image
        Maddie Fletcher - Registered Client Service Associate
        Phone:
        (206) 343-2942(206) 343-2942
        Maddie came to us from our Operations Department here in Seattle and brings a high level of operational knowledge and customer care to help service you. Maddie received her BS in Business Finance from Brigham Young University – Idaho. Maddie is a Washington native and after living in Hawaii and Idaho, she’s happy to be back in the PNW. She and her husband currently live in Bothell WA with their rescue dog, Luna. When Maddie isn’t spending her time reading, she also enjoys traveling, trying new restaurants, and going for walks with her husband and dog.
        Carousel Associate Image
        Maryana Petrov - Wealth Management Associate
        Phone:
        (206) 344-2475(206) 344-2475
        Maryana is responsible for addressing our client’s administrative requests and questions by providing them with undivided attention. She has been with Morgan Stanley in various capacities for over 18 years. She brings a wealth of knowledge from the operational and client service side that makes her a valuable member of our team. Together with her husband and two daughters ages 8 and 14, Maryana enjoys spending time cooking with a family and listening to music.

      Location

      601 Union Street
      Suite 5200
      Seattle, WA 98101
      US
      Direct:
      (206) 344-3522(206) 344-3522
      Toll-Free:
      (800) 426-7127(800) 426-7127
      Fax:
      (206) 344-2490(206) 344-2490
      Wealth Management
      Global Investment Office

      Portfolio Insights

      Read More about On the Markets
      Read "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
      Learn More about Retirement
      A Simple Six-Step Retirement Checkup
      Article Image

      A Simple Six-Step Retirement Checkup

      Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

      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
      Learn More about Investing
      Iran Conflict: Seven Takeaways for Investors
      Article Image

      Iran Conflict: Seven Takeaways for Investors

      Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

      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
      Learn More about Family
      529 Plans: A Powerful Tool to Save for Education
      Article Image

      529 Plans: A Powerful Tool to Save for Education

      Though education costs continue to climb, starting to save and invest early can make a difference.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Qualified Retirement Plans
      Learn More about Business Planning
      Financial Planning for Life After Selling a Business
      Article Image

      Financial Planning for Life After Selling a Business

      Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

      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
      Learn More about Philanthropy
      Donor Advised Funds: A Smart Way to Manage Your Giving
      Article Image

      Donor Advised Funds: A Smart Way to Manage Your Giving

      There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
      Ready to start a conversation? Contact David D. Powell today.
      Market Information Delayed 20 Minutes
      1When 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.

      For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

      Back to top



      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.

      Back to top



      3Morgan 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.

      Back to top



      4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      Back to top



      5Morgan 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.

      Back to top



      6Morgan 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.

      Back to top



      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)