Bryan Nash, CFA®
Senior Vice President, Financial Advisor
Phone:
(206) 464-4056(206) 464-4056
NW Alta Lake Group at Morgan Stanley
Direct:
(206) 464-4056(206) 464-4056
Our Mission Statement
Empowering clients to make confident financial decisions through thoughtful guidance, disciplined advice and deeply personalized service.
Our Story and Services
With experience across wealth management, portfolio management and commercial banking, the NW Alta Lake Group works with a select group of business owners, corporate executives, real estate investors, family offices and high-net-worth families to help address the complexities of significant wealth.
Our approach is grounded in deep discovery, disciplined advice and highly personalized service. We take the time to understand each client’s goals, family dynamics, business interests, liquidity needs and long-term priorities before developing strategies tailored to their broader financial picture. Drawing on our respective backgrounds across portfolio management, commercial banking and wealth advisory, we bring complementary perspectives to complex planning conversations.
We aim to deliver a boutique, family-office-style experience backed by the global resources of Morgan Stanley. Our clients value accessibility, thoughtful guidance and a team that works collaboratively to help them make informed decisions across market cycles, business transitions and generations.
Our approach is grounded in deep discovery, disciplined advice and highly personalized service. We take the time to understand each client’s goals, family dynamics, business interests, liquidity needs and long-term priorities before developing strategies tailored to their broader financial picture. Drawing on our respective backgrounds across portfolio management, commercial banking and wealth advisory, we bring complementary perspectives to complex planning conversations.
We aim to deliver a boutique, family-office-style experience backed by the global resources of Morgan Stanley. Our clients value accessibility, thoughtful guidance and a team that works collaboratively to help them make informed decisions across market cycles, business transitions and generations.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PURSUING YOUR GOALS, TOGETHER
Our clients are much more than a portfolio of assets – they are families with active lives, who seek an experienced advisor who will provide them with carefully considered guidance on a full range of financial topics. When you work with us, you will be given an unwavering commitment to you and your family.
While our clients each have unique personal and professional circumstances, they all have one thing in common, achieving a financial goal to secure their family's financial future and pursue their personal ambitions.
While our clients each have unique personal and professional circumstances, they all have one thing in common, achieving a financial goal to secure their family's financial future and pursue their personal ambitions.
Ultra-High Net Worth Individuals and Families
We have experience working with high-net-worth individuals and families, providing comprehensive wealth management services, including investment management, tax planning, estate planning and risk management, tailored to help meet the unique goals and needs of you and your family.
Business Owners
We provide specialized guidance on the financial aspects of running a successful business on both sides of the balance sheet, including tax planning, employee benefits, succession planning, and more.
Corporate Executives
You've been in your industry for decades and have finally made it to your dream role. Everyone defines success differently, but we have worked with successful executives across a wide range of industries. Our solutions are centered around providing liquidity, helping you manage your carry or restricted stock, planning for and mitigating the associated tax consequences, and providing you with the confidence to focus on your work and your family.
Real Estate Investors
We understand that real estate can play a meaningful role in building, preserving and transferring wealth. Whether you own residential, commercial or multi-family properties, are evaluating new acquisitions, or are planning for liquidity, financing or succession, we provide thoughtful guidance to help you manage the financial complexities of your real estate portfolio. Our approach is centered on aligning your real estate holdings with your broader wealth management strategy, including cash flow planning, risk management, tax considerations, estate planning and long-term investment objectives, so you can continue pursuing opportunities with confidence.
WHERE WE FIT IN
Managing family wealth is like running a company - you need a strategy to help manage assets and mitigate risks. Bridging the gap between wealth and investment management services, we work with owners, founders, and executives striving to accelerate growth and develop robust succession plans. We help manage the entire process by leveraging some of the top research and investment management resources in the industry.
Managing a Concentrated Stock Position
Executives who receive equity compensation often face a dilemma. While the link between company performance and share price may drive their personal wealth, many executives often find their investment portfolios overly concentrated in a single stock.
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Selling a Business
If you have poured years of your life into building a business, the time to sell may come with mixed emotions. Figuring out what comes after this significant milestone can seem daunting. We work with business owners to create a clear financial plan to help ensure the best outcome for founders, families and businesses.
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Supporting Founders and Entrepreneurs
As a company founder, you're aiming to scale your business, manage your personal wealth and take care of your employees. Morgan Stanley offers integrated solutions that support both your own financial goals and your company's growth. Explore our capital raising, wealth planning and workplace solutions.
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Building a Family Enterprise That Lasts
While building a successful family business is a remarkable accomplishment, positioning future generations to build on that foundation can be far more challenging. Many founders want to continue creating long-term wealth for their families even after their succession.
Learn MoreREPUTATION, EXPERIENCE, AND CAPABILITIES
Morgan Stanley is dedicated to providing first-class service to their clients, in a way that reflects their commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, they strive to demonstrate their belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.
Technology
Morgan Stanley is an industry leader as it pertains to technology and innovation in the financial services space. Learn more about the Modern Wealth Tools that we leverage to enhance our client experience in our "Client Resources" section.
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Cash Management and Lending Solutions
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
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Investment Management
At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide. Our investment solutions include a broad range of alternative investments, active investment strategies, customization strategies, sustainability expertise and tax-management solutions.
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Estate Planning
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.
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Family Office Capabilities
When it comes to providing institutional-level support for your family office, scale matters. Our offering aims to bring together specialized investment services and operational support to enhance your life and legacy.
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Financial Planning
Morgan Stanley Financial Planning can show you a 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 award-winning tools—Goals Planning System (GPS) and LifeView.
Learn MoreMODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) allows you to seamlessly and securely manage your investments and everyday finances in one place.
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Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as MSO, all from the convenience of your mobile device. It also offers features to help simplify your everyday finances.
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Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, as well as a complete view of your assets and liabilities whether they are held at Morgan Stanley or elsewhere.
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Cybersecurity Resources
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
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Ideas and Insights
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
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MS Reserved
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn MoreLocation
601 Union Street
Suite 2900
Seattle, WA 98101
US
Direct:
(206) 464-4056(206) 464-4056
Meet NW Alta Lake Group
Daniel Chang
Executive Director, Financial Advisor, Portfolio Manager
Phone:
(206) 464-4059(206) 464-4059
About Me
Bryan Nash is a Senior Vice President and Financial Advisor with Morgan Stanley Wealth Management. Based in Seattle, Bryan has spent a nearly 20-year career in the financial services industry working with commercial businesses, corporate executives, private business owners, family offices, and institutions to provide unique and highly tailored wealth management solutions. Bryan and his team help guide clients through the complexities that often accompany multi-generational wealth by implementing bespoke financial strategies in investment management, trust and estate planning, liquidity events, lending, and philanthropy.
Prior to joining Morgan Stanley, Bryan served as an advisor for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families and held various positions in commercial banking. He uniquely combines his background as a commercial banker with his deep expertise as a wealth advisor to address the complex financial needs of sophisticated families and institutions.
Born and raised in the greater Seattle area, Bryan earned a Bachelor of Arts degree from Washington State University and is a CFA® Charter holder. Dedicated to community impact, he is actively involved with several charities and non-profit organizations focused on supporting at-risk youth and promoting financial empowerment for lower-income families. Outside of the office, Bryan enjoys traveling, downhill skiing, hiking, camping, and fly fishing with his wife and daughter.
Prior to joining Morgan Stanley, Bryan served as an advisor for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families and held various positions in commercial banking. He uniquely combines his background as a commercial banker with his deep expertise as a wealth advisor to address the complex financial needs of sophisticated families and institutions.
Born and raised in the greater Seattle area, Bryan earned a Bachelor of Arts degree from Washington State University and is a CFA® Charter holder. Dedicated to community impact, he is actively involved with several charities and non-profit organizations focused on supporting at-risk youth and promoting financial empowerment for lower-income families. Outside of the office, Bryan enjoys traveling, downhill skiing, hiking, camping, and fly fishing with his wife and daughter.
Securities Agent: CA, WA, TX, AK, NV, OR, AZ, MT, FL, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 707809
NMLS#: 707809
About Daniel Chang
Daniel Chang is an Executive Director, Financial Advisor, and Portfolio Manager with Morgan Stanley Wealth Management, bringing nearly two decades of experience serving high-net-worth and ultra-high-net-worth clients. His practice is built around a deep understanding of the unique financial needs of business owners, corporate executives, real estate investors, and family offices.
Throughout his career, Daniel has been dedicated to creating and maintaining personalized investment solutions and comprehensive wealth management strategies tailored to each client's goals. His work encompasses financial planning, asset allocation, tax-minimization strategies, retirement planning, and multi-generational wealth strategies — all delivered with a commitment to helping clients navigate the complexities of ever-changing market environments.
Prior to joining Morgan Stanley, Daniel served as a Managing Director and Senior Portfolio Manager at Bank of America Private Bank, where he further honed his expertise in delivering sophisticated wealth management solutions.
Born in Hawaii and raised in Tacoma, Washington, Daniel earned a Bachelor of Arts degree from Washington State University and is a member of the CFA Society Seattle. Out of the office, he enjoys golfing, snowboarding, and fly fishing.
Securities Agent: WA, CA, FL, MT; General Securities Representative; Investment Advisor Representative
Throughout his career, Daniel has been dedicated to creating and maintaining personalized investment solutions and comprehensive wealth management strategies tailored to each client's goals. His work encompasses financial planning, asset allocation, tax-minimization strategies, retirement planning, and multi-generational wealth strategies — all delivered with a commitment to helping clients navigate the complexities of ever-changing market environments.
Prior to joining Morgan Stanley, Daniel served as a Managing Director and Senior Portfolio Manager at Bank of America Private Bank, where he further honed his expertise in delivering sophisticated wealth management solutions.
Born in Hawaii and raised in Tacoma, Washington, Daniel earned a Bachelor of Arts degree from Washington State University and is a member of the CFA Society Seattle. Out of the office, he enjoys golfing, snowboarding, and fly fishing.
Securities Agent: WA, CA, FL, MT; General Securities Representative; Investment Advisor Representative
Contact Bryan Nash
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 NW Alta Lake Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan 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.
4Morgan 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.
5Morgan 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.
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’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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan 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.
4Morgan 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.
5Morgan 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.
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’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.
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
CRC 4665150 (8/2025)
