Justin May
Financial Advisor
Direct:
(360) 788-7014(360) 788-7014
My Mission Statement
Helping people make important decisions and attain their goals.
Our Story and Services
I came to wealth management after twenty-five years in public education. I served as a school principal, a compliance officer for a large public school district, and an executive coach to senior leaders. Across each role, the work was the same: helping others make consequential decisions when stakes were high and the right answer was rarely obvious. I earned my undergraduate degree from Dartmouth and my doctorate from Harvard.
I now bring that discipline to families across Alaska and the Pacific Northwest in partnership with Lin May, one of Alaska’s first female financial advisors, now in her 49th year of practice. Through the practice, clients have access to the full institutional resources of Morgan Stanley: the research of the Global Investment Committee, the alternative investments platform, lending and cash management solutions, and the specialist teams who address concentrated positions, business transitions, and complex estate planning.
We serve multi-generational families navigating the wealth transfer years, business owners contemplating liquidity events, executives with concentrated positions, and philanthropically minded clients coordinating planned giving with broader estate strategy. Across each situation, the work is to preserve wealth, grow it where appropriate, and align it with the lives our clients intend to lead.
WORKING WITH YOU
What you can expect from me is straightforward:
● Plain talk: you will always know what you own, what it costs, and how it fits.
● The long view: the next chapter is part of the plan from the beginning.
● Coordinated process: I work alongside your attorney, accountant, and other advisors so investment, tax, and estate decisions move in the same direction.
If you are looking for a long-term partner to bring clarity to a complex financial life, I welcome the conversation.
I now bring that discipline to families across Alaska and the Pacific Northwest in partnership with Lin May, one of Alaska’s first female financial advisors, now in her 49th year of practice. Through the practice, clients have access to the full institutional resources of Morgan Stanley: the research of the Global Investment Committee, the alternative investments platform, lending and cash management solutions, and the specialist teams who address concentrated positions, business transitions, and complex estate planning.
We serve multi-generational families navigating the wealth transfer years, business owners contemplating liquidity events, executives with concentrated positions, and philanthropically minded clients coordinating planned giving with broader estate strategy. Across each situation, the work is to preserve wealth, grow it where appropriate, and align it with the lives our clients intend to lead.
WORKING WITH YOU
What you can expect from me is straightforward:
● Plain talk: you will always know what you own, what it costs, and how it fits.
● The long view: the next chapter is part of the plan from the beginning.
● Coordinated process: I work alongside your attorney, accountant, and other advisors so investment, tax, and estate decisions move in the same direction.
If you are looking for a long-term partner to bring clarity to a complex financial life, I welcome the conversation.
Securities Agent: WI, IA, GA, RI, HI, NE, MT, SD, SC, CO, MI, IN, CT, CA, LA, WA, VA, TX, NM, OR, OK, MN, MA, AK, IL, FL, DC, AZ, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 2834145
NMLS#: 2834145
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2200 Rimland Drive
Suite 105
Bellingham, WA 98226
US
Direct:
(360) 788-7014(360) 788-7014
Wealth Management
Global Investment Office
Portfolio Insights
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Ready to start a conversation? Contact Justin May today.
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
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)
