Value Proposition // Welcome Message

Comprehensive wealth management involves much more than providing you with investment advice. As your Financial Advisor, I am dedicated to understanding and bringing clarity to your full financial picture, as well as helping to simplify your financial life.
The Art and Science of Wealth Management
  • Wealth management is both an art and a science, and sound guidance requires a balance of empathy and experience. My clients benefit from my years in the financial services industry and my disciplined approach to delivering personalized service and a standard of care that puts your family’s best interests first.By taking the time to discover all aspects of your life that have an impact on your financial future, I work with you and your family to develop an integrated plan that brings your entire financial situation into focus and helps you put your wealth to work. Together, we identify the savings and investment strategies that are most appropriate for you, and we monitor them closely over time to ensure that your plan evolves as your circumstances and priorities change. I also liaise with your accountant and attorneys to make sure that we are always on the same page. I look forward to assisting you and your family in planning for the future and whatever it may hold. By providing highly-personalized wealth management solutions, I am dedicated helping you prepare for all your financial obligations and aspirations so you can enjoy the financial independence you’ve worked so hard to achieve.
Services Include
  • Professional Portfolio Management1
  • Annuities2
  • Divorce Financial Analysis3
  • Financial Planning4
  • Retirement Planning5
  • Sustainable Investing6
Securities Agent: WA, TX, VA, UT, TN, OR, NV, ME, IN, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1295595
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • Bachelors of Arts in Business Administration, Finance Concentration, Pacific Luthern University, 1985
  • Series 7, 63, 65 and Life Insurance licenses
  • NMLS#: 1295595
With more than 20 years of experience in the financial services industry, Poonum helps clients weave all the pieces of their financial life into a cohesive wealth management plan that incorporates their values, beliefs and goals. She is especially adept at assisting clients in handling difficult life transitions and initiating productive conversations about family wealth.

Having earned her Family Wealth Advisor designation from Morgan Stanley’s Institute of Family Wealth Management, Poonum possesses the sensitivity and skills needed to work closely with families and individuals to understand their circumstances – not just their finances, but also their individual and collective goals and how they may impact one another – and address their unique wealth management requirements.

Prior to joining Morgan Stanley in 2010, Poonum was a Financial Advisor at LPL Financial. She earned her Bachelor’s degree in Business Administration with a concentration in Finance from Pacific Lutheran University.

Poonum grew up in Olympia and currently resides in Gig Harbor with her husband and two children.

    Client Service Team

    • Chelsey Tabion - Portfolio Associate
      tel 253 593 5000
      direct 253 593 5038
      fax 253 572 2744
      toll free 800 755 5720

      Series 7, 66, 31
      WA State Life & Disability License
      M.B.A.

    Location

    1301 A Street
    Suite 300
    Tacoma, WA 98402
    US
    Direct:
    (253) 593-5033(253) 593-5033
    Toll-Free:
    (800) 755-5720(800) 755-5720
    Fax:
    (253) 572-2744(253) 572-2744
    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Ready to start a conversation? Contact Poonum Vasishth 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.

    2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    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 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.

    5Morgan 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.

    6The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG 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.

    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