Mike Norton

I was born in Santa Barbara, CA in 1963, and I graduated High School in Sumner, Washington in 1981. Following that, I moved to Wenatchee and taught snow skiing and attended Wenatchee Valley College. During this time I continued to teach and coach full time in the winter as well as work on fishing boats in Alaska until 1993.

I moved to Yakima in 1993, where my then future wife (Jennifer) had landed a job with the Yakima Fire Department. In 1995, I finished School and started working as a Financial Advisor with Smith Barney (later became Morgan Stanley).

I began serving on the volunteer Board of Directors of Central Washington Comprehensive Mental Health in 2001. I was active in planning the scope and future size of the agency and joined their full time staff as a Director of Strategic Planning in 2010. I have the greatest respect for people working in the healthcare field. It’s very hard work, but is also a great calling.

In August of 2018, I returned to Morgan Stanley and having been serving my clients ever since. I’ve been fortunate enough to have in-depth personal connections with a wide variety of individuals. The wealthy business person to the homeless addict, to a single mom trying to do the best she can for her child, to the police officers and firefighters going to work to serve and protect the community. Each person has value as an individual, and each has a unique perspective. It’s been my privilege to serve the great people in this community.
Securities Agent: NC, ND, NH, NM, NJ, PR, RI, ID, NV, OR, UT, WA, SD, VA, TX, SC, PA, OK, OH, NY, NE, MT, MN, MI, MD, MA, IL, HI, GA, FL, CT, CO, CA, AZ, TN, VI, VT, WI, WV, WY, AK, AL, AR, DE, DC, IA, KS, IN, KY, MO, ME, LA, MS; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1826766
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Working With You

Developing An Understanding of Who You Are
It is essential for me to get to know what's important to you. What are your priorities, your fears, and aspirations. I'll analyze current savings, investments, personal assets and liabilities, and any existing specific goals. Through this process of understanding, I'll help provide clarity to your goals and help define next steps and strategies that need to be taken to arrive at your destination.
Building a Roadmap for Success
I'll work hard to provide a plan that is clear, written, and attainable. You should understand any risks and certainly any costs associated with my services prior to making any decisions. This is your customized plan. It may be as simple as a one page summary, or as complex as a formal financial plan.
On-Going Monitoring
Life is never static. Markets change, goals change, tax laws shift, and families just grow up. You and your financial plans will need to adjust too. Keep in mind that we're on this journey together. I take great pride in working with individuals for decades and in helping multiple generations of families on everything from college savings, to retirements plans and finally estate planning.

I'd be happy to coordinate with your estate attorney and CPA with any specific needs or considerations.

Giving Back

I cherish the lifestyle that Yakima affords. Great weather with four distinct seasons, good people, plenty of outdoor recreation, and a reasonable cost of living. It’s not a pretentious community, young and old, get a chance to interact and experience each other. It is part of our core mission to give back to the people of the Yakima Valley. Including:
Yakima Fire Protection District #9 (Naches Heights)
Capital Theatre
Yakima Area Arboretum
Boy Scouts of America
Downtown Rotary of Yakima
Comprehensive Healthcare
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    Financial Planning
    Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our cutting edge tools- Goals Planning System (GPS) and LifeView.
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    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
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WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
    Learn more
    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

3909 Castlevale Rd
Ste 100
Yakima, WA 98902
US
Direct:
(509) 454-2345(509) 454-2345

The Power of Partnerships

By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships

About Rylan Nordquist

Rylan Nordquist is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington.

Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.

Rylan began his career in financial services in 2012, and joined Morgan Stanley in 2022 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.

Rylan is a graduate of Le Moyne College in Syracuse New York, where he received a double Major of Bachelor Science in Finance and Management Analysis. He lives in Seattle, Washington with his wife, Emily.
NMLS#: 1272286

About Adelaide El Zein

Adelaide El Zein, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s
Wealth Management offices in Washington State, mainly serving our Bellevue, Kirkland, Yakima,
Kennewick and Bellingham office locations. She is responsible for helping Financial Advisors with their clients' and
prospects' financial planning needs.

A CERTIFIED FINANCIAL PLANNING® professional, Adelaide has been providing financial advice to
families and individuals in various settings for nearly 18 years. A former teacher, who taught
domestically and overseas in Germany and the United Arab Emirates, Adelaide launched her career in
finance at Ameriprise in 2004 after completing her MBA. She was an analyst at Merrill Lynch/Bank of
America for 4 years before joining an RIA in Arlington as a financial advisor.

A graduate of the University of Washington, she lives in Edmonds, WA with her future husband, Bob,
and his two teenage boys. Outside of work she enjoys photography, being outside, working on home
improvement projects, learning new languages and dancing to live music.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.

Morgan 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

Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.

Morgan 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.

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. 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.

Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

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.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Michael Norton today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)