Welcome

The Pacific Northwest group emphasizes a global and international approach toward investments.  We celebrate the diversity and strengths of different cultures around the world.  We are here to bridge the gap between what you have accomplished now with your future financial goals.With over 27 years of combined experience in the financial industry, we serve individuals across the globe to craft a financial strategy specific to your region and goals.  We look beyond traditional asset allocation and include strategies incorporating life insurance needs, college savings plans, estate planning, and goal based wealth management through financial planning.
Services Include
  • Professional Portfolio Management1
  • Retirement Planning2
  • Financial Planning3
  • Fixed Income4
  • Cash Management5
  • Life Insurance6
  • 529 Plans7
  • Asset Management8
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

601 Union Street
Suite 2900
Seattle, WA 98101
US
Direct:
(206) 336-1623(206) 336-1623
Toll Free:
(800) 733-4873(800) 733-4873

Meet Pacific Northwest Group

Photo of Sue Hou

Sue Hou, CRPC®

Vice President, Financial Advisor, International Client Advisor

Phone:
(206) 224-4153(206) 224-4153

About Me

Originally from Taiwan, Sue entered the financial industry with Citibank before moving to the US with her husband and children. Picking up where she left off, Sue continued work as a financial advisor with Prudential and Merrill Lynch before joining Morgan Stanley in 2010.

Sue Hou has served clients in Taiwan, Hong Kong, China, Canada and The United States for over 25 years, utilizing her international experience in the financial industry as a mutual fund market manager, investment consultant and financial advisor. As a result, she has a keen understanding of the complexities of overseas investing and her clients’ need for asset diversification and fixed income generation. In order to identify the best strategies for seeking to build and preserve her clients’ wealth, Sue strongly believes in working closely with her clients and gaining a thorough understanding of their needs and concerns not just as an initial step but as a continual process.

Sue lives in Seattle with her husband and two children. Away from work, she enjoys traveling, cooking and nature. She is fluent in Mandarin Chinese, Taiwanese, and English.
Securities Agent: CA, CT, FL, OR, PA, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1465505

About Me

Born and raised in Taiwan, Jimmy Foo spent 9 years as a successful business owner of a software development company before moving to the US in 2013 to spearhead his company’s expansion in Los Angeles.  In 2015 he relocated to Seattle to attend the Global Executive MBA program at the University of Washington.  He received his MBA in 2016 and transitioned into the finance industry with Morgan Stanley. 

Jimmy helps clients from all across the globe and enjoys solving the intricacies of international concerns.  He believes that each individual deserves a unique and tailored strategy to help accomplish financial goals.  His role as a financial advisor is to broaden perspectives through domestic and international products, capitalizing on the diverse intellectual capital of his team to execute professional advice. 

Jimmy lives in Seattle with his wife Shannon and dog Lucy.  He loves to travel and visits Asia at least once a year.  He is a geek at heart and likes all things tech from software development to autonomous cars.  He is bilingual in Mandarin and English.
Securities Agent: CA, CT, FL, HI, IL, LA, NV, OR, PA, TX, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1531782

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Pacific Northwest Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

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 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.

4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

5Morgan 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

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

8Morgan 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.

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 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.

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.


CRC 2019752 10/2018