Greg LeClair

Experience tells me that most investment success comes from proactive planning and the disciplined execution of those plans.  Often, falling short of investment goals can be a result of constantly reacting to the ever-changing news headlines. For over 32 years, I have been helping people make smart decisions about their money by simplifying a complex subject.  Successful investors recognize the markets as an incredibly powerful ally, not an adversary.  Faith in the future, plus patience and discipline to see beyond troubling news headlines, are prerequisites for seeking consistent successful investor outcomes.  With me, you can be:
  • Confident you are working with an experienced professional.
  • Assured your best interests always come first.
  • Optimistic about your prospects for reaching your long-term goals.
  • Calm about your financial future even with the organic (and necessary) ups and downs of the markets.
  • Empowered by understanding how your investment behavior is the key to your investment success.
Services Include
  • Taft-Hartley Plans
  • Wealth Consulting
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Business Planning3
  • Business Succession Planning4
  • Financial Planning5
  • Institutional Services
  • Retirement Planning6
  • Trust Accounts7
Securities Agent: WA, VT, VA, TX, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, MT, MO, MI, ME, MD, MA, KY, KS, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1310741
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Over 32 years with Morgan Stanley focused on the long-term financial planning needs of individual and organizational investors

Over 450 million dollars under management for brokerage and advisory (March 2019)

Trusted advisor to over 35 not-for-profit organizations (2019)

Member: Morgan Stanley President's Council (2018)

Recognized in Barron's Top 1200 Advisors Nationally (2018)

Prior Guest Speaker for Washington Society of Certified Public Accountants

Prior Guest Speaker for a variety of not-for-profit organizations

Bachelor of Science - Business Management 1977 Central Washington University

Certified Investment Management Analyst®SM Program 2004 University of Pennsylvania Wharton School Philadelphia, PA,

Member - Central Washington University Foundation Board

Chairman - Central Washington University Finance Committee

    Working With You

    With all the complexity and volatility in today’s financial markets, many investors are simply unsure of what to do now. Are they properly positioned? Are they with the right advisor? What changes if any should they be making to potentially improve their long-term prospects?

    To help you make informed decisions about your money, we offer our second-opinion service. It begins with a 60-to-90 minute discovery meeting to clearly understand where you are now, where you would like to go, and identify any potential gaps in your financial planning. If you are in good shape with your current providers, we’ll let you know. If there are gaps in your current plan and we are the right fit for your needs, we'll immediately get to work on striving to deliver great value to you. If we are not the right fit, you can be confident we will suggest suitable resources to help meet your needs.

    Call us today 206-344-2474 or email us at greg.leclair@morganstanley.com.

    Due to the level of service we provide, we work with clients that have one million or more in investable assets.

    Our Clients

    Greg has worked with businesses, non-profit organizations, and accomplished families for over 32 years, helping them make smart decisions about their money.

    1.  Our Promise:  Determine what you want your financial future to look like.
    2.  Our Process:  Identify any gaps in your current financial plan.
    3. Your Peace of Mind: Develop a sound strategy to help you achieve your most important goals.

    Here's What We Offer:  A 360 degree review of your current financial situation.  Our Second Opinion Service is a means of affording you access to the initial stages of our consulting process at no charge.

      Client Service Team

      • Megan Karl - Assistant Vice President, Financial Planning Associate, Wealth Management Associate
        Megan has over 20 years of experience in the financial services industry - the past 15 of which working with Greg LeClair at Morgan Stanley.  Megan lives in Seattle and is married with two children.  She enjoys hiking and traveling with friends and family in her spare time.

         

        Megan is Series 7 and 66 licensed, and is licensed in the following state(s):  AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID,  IN, KS, KY, LA, MA, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA, WY.  She is also licensed in life, disability, and long term care insurance.
      • Melissa Ulu - Senior Client Service Associate
        Melissa has over 20 years of industry experience, and joined the team in 2011.  Melissa lives in West Seattle with her husband and two children.  In her free time, she enjoys spending time at her family cabin on Hood Canal.

      Location

      601 Union Street
      Suite 5200
      Seattle, WA 98101
      US
      Direct:
      (206) 344-2474(206) 344-2474
      Toll-Free:
      (800) 426-7837(800) 426-7837
      Fax:
      (206) 628-4425(206) 628-4425
      From My Desk

      Wealth Management Consultative Process


      Investment and Market Perspectives

      On the Markets

      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.

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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      Ready to start a conversation? Contact Greg LeClair today.
      Market Information Delayed 20 Minutes
      1Morgan 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.

      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 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.

      5Morgan 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.

      6Morgan 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.

      7Morgan 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.

      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