Alex Blank
First Vice President, Branch Manager, Financial Advisor
Phone:
(503) 221-7642(503) 221-7642
Morgan Stanley
Lake Oswego Market Office
You define success, we help you achieve it
4800 Meadows Rd
Ste 400
Lake Oswego, OR 97035
US
Market:
(503) 636-2700(503) 636-2700
Toll-Free:
(888) 771-0705(888) 771-0705
Market Executive
George KanePhone:
(503) 221-7617(503) 221-7617
About Morgan Stanley Lake Oswego Market
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Lake Oswego Market
Laura Thompson-Ball
Associate Vice President, Business Service Officer
Phone:
(503) 534-3415(503) 534-3415
Corrine Lyman
Risk Officer
Phone:
(503) 221-8653(503) 221-8653
About Alex Blank
Securities Agent: NY, AL, OK, WY, TX, NC, MD, DE, SC, OR, MI, AR, TN, PA, MS, IL, WA, VA, PR, KS, IA, FL, CT, WV, VI, UT, NV, MT, MA, AZ, VT, OH, NH, NE, IN, ME, DC, AK, SD, NJ, MO, MN, KY, GA, CO, WI, RI, NM, ND, LA, ID, HI, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
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Branch Address
760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Branch:
(503) 221-7600(503) 221-7600
Toll-Free:
(800) 547-1526(800) 547-1526
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:30 AM - 4:00 PM |
| Tue | 7:30 AM - 4:00 PM |
| Wed | 7:30 AM - 4:00 PM |
| Thu | 7:30 AM - 4:00 PM |
| Fri | 7:30 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
401 North 31st Street
Suite 900
Billings, MT 59101
US
Branch:
(406) 238-8900(406) 238-8900
Toll-Free:
(800) 669-8913(800) 669-8913
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:00 AM - 4:00 PM |
| Tue | 7:00 AM - 4:00 PM |
| Wed | 7:00 AM - 4:00 PM |
| Thu | 7:00 AM - 4:00 PM |
| Fri | 7:00 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
276 W Commercial Ave
Coos Bay, OR 97420
US
Branch:
(541) 269-1150(541) 269-1150
Toll-Free:
(800) 352-0835(800) 352-0835
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:00 AM - 3:30 PM |
| Tue | 7:00 AM - 3:30 PM |
| Wed | 7:00 AM - 3:30 PM |
| Thu | 7:00 AM - 3:30 PM |
| Fri | 7:00 AM - 3:30 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
1701 SE Columbia River Dr Ste120
Vancouver, WA 98661
US
Branch:
(360) 696-0071(360) 696-0071
Toll-Free:
(800) 755-2516(800) 755-2516
Fax:
(360) 992-7999(360) 992-7999
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 6:30 AM - 4:00 PM |
| Tue | 6:30 AM - 4:00 PM |
| Wed | 6:30 AM - 4:00 PM |
| Thu | 6:30 AM - 4:00 PM |
| Fri | 6:30 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
4285 Commercial SE
Ste 200
Salem, OR 97302
US
Branch:
(503) 581-1511(503) 581-1511
Toll-Free:
(800) 824-0995(800) 824-0995
Fax:
(503) 581-6123(503) 581-6123
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:30 AM - 3:30 PM |
| Tue | 7:30 AM - 3:30 PM |
| Wed | 7:30 AM - 3:30 PM |
| Thu | 7:30 AM - 3:30 PM |
| Fri | 7:30 AM - 3:30 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
975 Oak Street
Suite 300
Eugene, OR 97401
US
Branch:
(541) 485-1111(541) 485-1111
Toll-Free:
(800) 345-5501(800) 345-5501
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 6:30 AM - 3:30 PM |
| Tue | 6:30 AM - 3:30 PM |
| Wed | 6:30 AM - 3:30 PM |
| Thu | 6:30 AM - 3:30 PM |
| Fri | 6:30 AM - 3:30 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
705 SW Bonnett Way
Ste 1200
Bend, OR 97702
US
Branch:
(541) 389-1282(541) 389-1282
Toll-Free:
(800) 432-0500(800) 432-0500
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:00 AM - 4:00 PM |
| Tue | 7:00 AM - 4:00 PM |
| Wed | 7:00 AM - 4:00 PM |
| Thu | 7:00 AM - 4:00 PM |
| Fri | 7:00 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
101 S Capitol Blvd
Suite 401
Boise, ID 83702
US
Branch:
(208) 338-2700(208) 338-2700
Toll-Free:
(800) 247-7813(800) 247-7813
Fax:
(208) 338-2750(208) 338-2750
Portland Branch
Find a Financial AdvisorBranch Address
760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Branch:
(503) 221-8600(503) 221-8600
Fax:
(503) 221-8602(503) 221-8602
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:30 AM - 4:00 PM |
| Tue | 7:30 AM - 4:00 PM |
| Wed | 7:30 AM - 4:00 PM |
| Thu | 7:30 AM - 4:00 PM |
| Fri | 7:30 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
3103 Signature Court
Ste 101
Medford, OR 97504
US
Branch:
(541) 779-5010(541) 779-5010
Toll-Free:
(800) 547-1741(800) 547-1741
Fax:
(541) 393-2229(541) 393-2229
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:30 AM - 4:00 PM |
| Tue | 7:30 AM - 4:00 PM |
| Wed | 7:30 AM - 4:00 PM |
| Thu | 7:30 AM - 4:00 PM |
| Fri | 7:30 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
2200 West Main St
Bozeman, MT 59718
US
Branch:
(406) 522-2040(406) 522-2040
Toll-Free:
(800) 423-6206(800) 423-6206
Fax:
(406) 586-8694(406) 586-8694
Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 7:00 AM - 4:00 PM |
| Tue | 7:00 AM - 4:00 PM |
| Wed | 7:00 AM - 4:00 PM |
| Thu | 7:00 AM - 4:00 PM |
| Fri | 7:00 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
2550 Denali Street
Suite 1700
Anchorage, AK 99503
US
Branch:
(907) 277-2511(907) 277-2511
Toll-Free:
(800) 233-2511(800) 233-2511
Details
Summer Hours: 6:30am to 3:30pm Memorial Day through Labor Day
Lake Oswego Branch
Find a Financial AdvisorBranch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 6:30 AM - 3:30 PM |
| Tue | 6:30 AM - 3:30 PM |
| Wed | 6:30 AM - 3:30 PM |
| Thu | 6:30 AM - 3:30 PM |
| Fri | 6:30 AM - 3:30 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
4800 Meadows Rd
Ste 400
Lake Oswego, OR 97035
US
Branch:
(503) 636-2700(503) 636-2700
Toll-Free:
(888) 771-0705(888) 771-0705
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.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
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, charitable giving, philanthropic planning and other legal matters.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan 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
11Morgan 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
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures | Morgan Stanley
CRC 4665150 (08/2025)