What keeps you up at night?

As your Financial Advisor my primary responsibility is to help alleviate your financial concerns and make money something you don't have to worry about. You will enjoy working with me because I truly listen to what money means to you, and what your money needs to do.

The backing and far reach of Morgan Stanley provides us with the resources to help provide clarity to all areas of your financial life from retirement planning and investments to insurance, long-term care and cash management and lending strategies.

My goal is to ensure that even in times of uncertainty you have the confidence to know that your future is being managed by a professional.
Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Divorce Financial Analysis2
  • Executive Benefit Services3
  • Executive Financial Services4
  • Financial Planning5
  • Long Term Care Insurance6
  • Retirement Planning7
  • Sustainable Investing8
  • Stock Option Plans9
Securities Agent: WA, WY, WV, WI, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1301159
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Clients

As an International Client Advisor, I have clients around the world that depend on me for financial advice.  I understand the complexities that non-US resident clients face as well as those who live in the US.  Many of the individuals I work with earn much of their compensation through employee stock plans and I am experienced with the different options that those can provide. 

I also work with families from all walks of life from young professionals to retirees, who need to know they can depend on someone for trusted, objective financial advice.

    Working With You

    I approach all of my client relationships through comprehensive wealth planning to help you build a sound financial future. 

    The first step we take is to run a financial analysis of your current situation and then compare that to your financial goals.  We will identify strategies to help meet those goals and then tailor your investment approach accordingly.  I strive to ensure you understand not only what you are invested in but why and what type of market reaction you can expect from your investment portfolio. 

    We also review all areas of your financial life from retirement planning and investments to insurance, long-term care protection and cash management and lending options.

      Experience

      I began my career in the financial services industry in 2006 after graduating from the University of Washington.  There, I received a Bachelor degree with a dual major in Economics and Sociology, with a focus on International Economics. 

      Based in Bellevue WA, I service high net worth individuals and families in the Puget Sound region, across the country, and around the world.  I focus on comprehensive wealth planning to build an investment strategy that is tailored for each client to help meet their financial goals.  Having spent time on the trading floor as a 10b5-1 specialist, I am also experienced in employee stock option and restricted stock sales and strategies. 

      Outside of the office, I have worked as a volunteer tutor at the Seattle Public Library and raised money for the arts as an ArtsFund associate.  I live in Seattle with my husband and two dogs and enjoy snowboarding, reading, attending theater productions and travel.

        Client Service Team

        • Alexander Bezovics - Registered Associate
          Phone: +1 425 453 6911
          Alexander.Bezovics@morganstanley.com


          Alex is happy to help with all things service related including cash movements, trades and stock plan servicing. They joined Morgan Stanley in February 2012 as an intern in the Financial Control Group in the Budapest, Hungary office. They completed a BA in International Studies and Political Science from the University of Washington in June 2012, and were subsequently hired as a Financial Analyst joining the Valuation Review Group (VRG -Equities Team). Alex joined Wealth Management in January 2014 and obtained the Series 7 and 66 licenses. They are an enthusiast of the Seattle indie music scene, volunteer in the LGBT community as a Peer Support Group Facilitator, and are a major fan of Seattle and European soccer. Alex enjoys following news/politics, painting, and enjoys a good game of Dungeons and Dragons.

        Location

        500 108th Ave NE
        Ste 1900
        Bellevue, WA 98004
        US
        Direct:
        (425) 451-2934(425) 451-2934
        Toll-Free:
        (800) 328-2802(800) 328-2802
        Fax:
        (425) 453-5802(425) 453-5802
        From My Desk

        Michael Wilson: Monthly Investment Perspectives Webcast


        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
        Facing Financial Stress? Your Employer May Be Able to Help

        Facing Financial Stress? Your Employer May Be Able to Help

        Many of us face money worries. You may be able to get advice and education from an unexpected source.

        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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        Ready to start a conversation? Contact Kerry L Zimm 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.

        3Tax 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.

        4Tax 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.

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        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.

        8The 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.

        9Morgan 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.

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        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.

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