Mike S Latimer, CPM®, ChFC®
Senior Vice President,
Financial Advisor,
Certified Portfolio Manager,
Chartered Financial Consultant
Direct:
(509) 454-2347(509) 454-2347
Toll-Free:
(800) 634-5793(800) 634-5793
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Welcome
As a graduate of the U.S. Naval Academy I manage my practice along the same principles that I lived by as a Naval Officer- to embrace the highest ideals of duty, honor and loyalty with the mind and character to assume the highest responsibilities of command, citizenship and government. I align my professional practice and my personal life to these same ideals so that I can truly serve you as my client with honor and integrity in all that I say and do.
I am a Chartered Financial Consultant® and Certified Portfolio Manager practitioner with Morgan Stanley in Yakima, WA but serve clients all over the country. The focus of my daily practice is to help you to preserve and grow your financial resources that are tailored to your individual needs and preferences. I assume that responsibility with the highest degree of purpose, humility and honor.
My clients appreciate the breadth of knowledge that I bring to our conversations and the competency that is reflected in implementing strategies to achieve their financial planning and investment goals. My personal values are grounded in my faith and a philosophy to help all people regardless of their background or their circumstances, to lend a helping hand to those in need and to provide advice that may inspire and encourage others to succeed in their personal and professional lives.
My goal is to serve as my clients’ trusted advisor- the advisor that they turn to for objective advice on critical financial matters related to their families, their businesses and careers, their well-earned retirement and their legacy. I welcome you to schedule an appointment, to explore the possibility of working together towards the fulfillment of your financial aspirations.
I am a Chartered Financial Consultant® and Certified Portfolio Manager practitioner with Morgan Stanley in Yakima, WA but serve clients all over the country. The focus of my daily practice is to help you to preserve and grow your financial resources that are tailored to your individual needs and preferences. I assume that responsibility with the highest degree of purpose, humility and honor.
My clients appreciate the breadth of knowledge that I bring to our conversations and the competency that is reflected in implementing strategies to achieve their financial planning and investment goals. My personal values are grounded in my faith and a philosophy to help all people regardless of their background or their circumstances, to lend a helping hand to those in need and to provide advice that may inspire and encourage others to succeed in their personal and professional lives.
My goal is to serve as my clients’ trusted advisor- the advisor that they turn to for objective advice on critical financial matters related to their families, their businesses and careers, their well-earned retirement and their legacy. I welcome you to schedule an appointment, to explore the possibility of working together towards the fulfillment of your financial aspirations.
Securities Agent: KY, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, NE, PA, SC, SD, TX, UT, VA, WA, WV, MA, AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1265038
NMLS#: 1265038
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working Together
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
•Develop a thorough understanding of your financial goals and objectives
•Review and analyze your current financial situation
•Identify and tailor solutions that can help you meet your individual needs
•Implement your customized strategy, including personalized services and benefits
•Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
•Personal - Highly individualized and committed to helping you achieve financial success
•Flexible - Responsive to changes in your life and in your priorities over time
•Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
•Develop a thorough understanding of your financial goals and objectives
•Review and analyze your current financial situation
•Identify and tailor solutions that can help you meet your individual needs
•Implement your customized strategy, including personalized services and benefits
•Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
•Personal - Highly individualized and committed to helping you achieve financial success
•Flexible - Responsive to changes in your life and in your priorities over time
•Comprehensive - Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Community Involvement
I am actively involved in the community. I have served with the Boy Scouts, Yakima Schools Foundation, Yakima Capitol Theatre and the Downtown Yakima Rotary Club and I am a co-founder of the Asian Pacific Islander Community Leadership Foundation in Seattle. I am a past 2014 Chair of Operation Harvest and Board President for the Yakima Capitol Theatre.
I am currently a Mentor for Entrepreneurs through Yakima Valley SCORE and in 2017 was appointed by Governor Jay Inslee as a Commissioner for the Washington State Parks and Recreation Commission.
I am currently a Mentor for Entrepreneurs through Yakima Valley SCORE and in 2017 was appointed by Governor Jay Inslee as a Commissioner for the Washington State Parks and Recreation Commission.
Adopted at an early age from an orphanage in Japan, I strived for academic excellence and attended the U.S. Naval Academy under a nomination by President Ronald Reagan. I graduated in 1989 with a B.S. in Marine (Nuclear) Engineering and served as a U.S. Naval Officer in both submarines and surface ships.
Following my career in the Navy, I served as a regional operations manager for the Burlington Northern Santa Fe Railroad and then later joined Merrill Lynch as a financial advisor. In 2001, I joined the Seattle office of Morgan Stanley formerly Smith Barney as a financial advisor and soon joined the ranks of management. I have managed offices in Bellevue, Spokane, Kennewick, Pendleton, Walla Walla, Ontario and Yakima. I have been in the industry since 1997 and I am a Senior Vice President and Branch Manager with Morgan Stanley. I am designated in advanced financial planning and investment strategies as both a Chartered Financial Consultant® through the American College for Financial Planning and as a Certified Portfolio Manager through Columbia University and the Academy of Certified Portfolio Managers.
I am married to my wonderful wife and artist Mariane Sugihara and together we have five children- Jessica, Matthew, Jessica, Samantha and Joshua. In my spare time I enjoy fishing, RV camping, target shooting, martial arts, duck hunting, volunteering for community projects and spending time with my family on our beautiful Selah farm.
Following my career in the Navy, I served as a regional operations manager for the Burlington Northern Santa Fe Railroad and then later joined Merrill Lynch as a financial advisor. In 2001, I joined the Seattle office of Morgan Stanley formerly Smith Barney as a financial advisor and soon joined the ranks of management. I have managed offices in Bellevue, Spokane, Kennewick, Pendleton, Walla Walla, Ontario and Yakima. I have been in the industry since 1997 and I am a Senior Vice President and Branch Manager with Morgan Stanley. I am designated in advanced financial planning and investment strategies as both a Chartered Financial Consultant® through the American College for Financial Planning and as a Certified Portfolio Manager through Columbia University and the Academy of Certified Portfolio Managers.
I am married to my wonderful wife and artist Mariane Sugihara and together we have five children- Jessica, Matthew, Jessica, Samantha and Joshua. In my spare time I enjoy fishing, RV camping, target shooting, martial arts, duck hunting, volunteering for community projects and spending time with my family on our beautiful Selah farm.
1985 - Valedictorian, Spanaway Lake H.S., Spanaway, WA
1989 - B.S. Marine (Nuclear Engineering), U.S. Naval Academy, Annapolis, MD
1990 - Naval Nuclear Power School, Orlando, FL
1991 - #1 Ranking Student, Surface Warfare Officer's School, Coronado, CA
1991 - Top Engineering Student, Diesel Engineering Officer School, Coronado, CA
1992 - Rear Admiral Schonland Award Winner for Top Academic Student at Damage Control Officer's School, Newport, RI
2013 - Charted Financial Consultant, ChFC, The American College, PA
2013 - Certified Portfolio Manager, CPM, The Academy of Certified Portfolio Managers, Columbia University, NY
1989 - B.S. Marine (Nuclear Engineering), U.S. Naval Academy, Annapolis, MD
1990 - Naval Nuclear Power School, Orlando, FL
1991 - #1 Ranking Student, Surface Warfare Officer's School, Coronado, CA
1991 - Top Engineering Student, Diesel Engineering Officer School, Coronado, CA
1992 - Rear Admiral Schonland Award Winner for Top Academic Student at Damage Control Officer's School, Newport, RI
2013 - Charted Financial Consultant, ChFC, The American College, PA
2013 - Certified Portfolio Manager, CPM, The Academy of Certified Portfolio Managers, Columbia University, NY
Location
3909 Castlevale Rd
Ste 100
Yakima, WA 98902
US
Direct:
(509) 454-2347(509) 454-2347
Toll-Free:
(800) 634-5793(800) 634-5793
Fax:
(509) 454-2337(509) 454-2337
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
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
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
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
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Mike S Latimer today.
1Morgan 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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, charitable giving, philanthropic planning and other legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Morgan 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.
4Morgan 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.
5When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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, charitable giving, philanthropic planning and other legal matters.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
