My Story

With more than 25 years of experience in the financial services industry, Poonum helps clients weave various 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. She is able to understand her clients’ circumstances and not just their finances. She focuses on both their individual and collective goals and how they may impact one another and addresses 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.
Services Include
Securities Agent: HI, ME, WI, MT, CO, WA, OR, GA, FL, IN, VT, AL, VA, NY, ID, DC, WY, UT, AK, NV, MD, AZ, TX, OH, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1295595
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Upcoming Firm Events

We hope you will join us for this upcoming event.

U.S. Policy Pulse: Trump 2.0 and the Markets

DATE: February 25, 2025 at 4:15 p.m. ET

Join Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.

CRC4192005 02/2025
Online

The Art and Science of Family Wealth Management

Wealth Management is both an art and a science. Sound guidance requires a balance of empathy and experience. My clients benefit from my 35 years in the Financial Services Industry, my Family Wealth Advisor designation, and my disciplined approach to delivering personalized service and dedication that puts your family's best interests first. By providing highly personalized Wealth Management solutions, I am dedicated to helping you prepare for virtually all of your financial obligations and aspirations so that you may enjoy the financial independence you have worked so hard to achieve.
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    Step 1 : Discovery Process
    This in-depth conversation provides me with the opportunity to get to know you and your family, while also discovering various aspects of your life that have an impact on your financial future. This allows me to develop strategies and customize the relationship to help best meet your needs.
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    Step 2: Creation of a Customized Strategic Asset Allocation
    I will work with you and your family to develop an integrated plan that brings your financial situation into focus and help put your wealth to work.
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    Step 3: Integration of a Tactical Asset Allocation
    Short-Term adjustments seek to capitalize on temporary market distortions. Before making adjustments, I will analyze the impact of taxes and trading costs on your potential returns.
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    Step 4: Implementation of a Comprehensive Wealth Strategy
    After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from Morgan Stanley's expansive investment portfolio.
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    Step 5: Professional Coordination
    I will liaise with your accountant and attorneys to help make sure that we are on the same page.
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    Step 6: Ongoing Portfolio Monitoring
    I will closely monitor your savings and investment strategies over time to ensure that your plan evolves as your circumstances and priorities change.

Online Tools And Features Available To You

Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of my services, these resources are readily available to all of my clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
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    Morgan Stanley Online (MSO)
    Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
    Learn More About MSO
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    Morgan Stanley Mobile App
    Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
    Discover More With Our Mobile App
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    Goals Planning System
    As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan’s status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).
    Learn More about GPS on Morgan Stanley Online
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    Portfolio Risk Platform
    Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
    Watch Video on Portfolio Risk Platform
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    Total Wealth View
    It’s hard to see the full picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
    Learn More About Total Wealth View
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    Spending and Budgeting Tool
    Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
    Learn More about the Spending and Budgeting Tool
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    Online Security Center
    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.
    Learn More About Online Security
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    Digital Vault
    Digital Vault lets you easily and conveniently manage and share life’s most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
    Watch Video on Digital Vault
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    eDelivery
    You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online.
    Enroll in eDelivery
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    eAuthorizations
    eAuthorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
    Enroll in eAuthorizations
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    eSign
    eSign is a digital, paperless alternative to the traditional means of obtaining signatures from clients on paperwork. There is no registration process for you to begin using eSign; all you need is a valid email address and phone number.
    Learn More about eSign

Top Services & Resources

I will provide you with a wide array of services and resources centered around your financial goals. I will also create customized strategies to help meet your needs and provide access to specialists to help pursue specific goals.
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    Financial Planning
    I am here to help reduce the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, I am here for you.
    View Morgan Stanley's Financial Planning Brochure
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    Retirement Planning
    Planning for retirement has never been easy, but in recent years, it has become increasingly difficult. I am here to help you create a well-rounded planning approach for retirement. I will help you identify your personal goals, track your progress toward achieving them, and work together to create a customized plan.
    View Insights About Retirement Planning
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    Sustainable Investing
    For us at Morgan Stanley, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we've established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.
    Learn More About Sustainable Investing
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    Professional Portfolio Management
    I study investment trends and leverage the global resources of Morgan Stanley to help you develop a personalized investment strategy. I will develop a customized portfolio to meet your requirements for growth, income, and wealth preservation within your risk constraints.
    Professional Portfolio Management Overview
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    Divorce Financial Analysis
    Financial Planning after a divorce can be trying, but with the right approach and the right advice, you could turn a difficult situation into empowerment.
    Learn More About Divorce Financial Analysis
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    The Private Wealth Organizer
    Keeping important documents and financial records organized and readily available is one of the best gifts you could give those you love. In the event of a catastrophe or serious illness, disability or death, your Private Wealth Organizer can immediately provide vital and timely information to both your family and professional advisors.
    Click Here To View The Private Wealth Organizer
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    GIC Weekly Research Report
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
    Read The Latest GIC Weekly Research Report
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    On The Markets Monthly Research Report
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
    Read The Latest On The Markets Monthly Research Report
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    Research & Insights
    Through timely, in-depth analysis of companies, industries, markets, and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
    Learn More About Morgan Stanley's Research & Insights
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    Featured Ideas
    View Morgan Stanley Featured Ideas for our perspective on what's shaping the world today, and tomorrow.
    Learn More About Morgan Stanley's Featured Ideas
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    2023 Income Tax Tables
    Federal Tax Information for 2023, including Income Tax Tables, Contribution Limits, Deadlines, etc.
    Click Here To View The 2023 Income Tax Tables
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    Cybersecurity: Protecting Your Data
    Over the years, cybercriminals have become more sophisticated and employed increasingly complex ways to infiltrate your accounts. As the threat of cybercrime continues to intensify, your digital safety has never been more critical.
    Learn More About Cybersecurity Protection

Client Service Team

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    Jen Geisler - Registered Client Service Associate
    Phone:
    (253) 597-7584(253) 597-7584
    Email:Jen.Geisler@morganstanley.com
    Jen Geisler is born and raised in the Pacific Northwest, and no matter where her curiosities take her, she always winds up back at home. After venturing to Australia to earn a Bachelor of Arts, she sailed the world on cruise ships, working in entertainment as a Production Manager. When her sea legs gave out, she came back home, studied graphic technologies, and worked as a Media Developer, creating and designing marketing presentation materials.

    Jen joined the Financial Industry in 2019 as a Relationship Manager with Bank of America, earned her Series 7 and Series 66 licenses in 2021, and joined the Morgan Stanley team to continue helping others shape a more confident financial future.

    Jen loves to adventure in her backyard and beyond, hiking at Mt. Rainier, paddle boarding Puget Sound, and always has plans in the works to visit more National Parks across the nation.
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    Taylor Murrey - Financial Advisor
    Phone:
    (253) 593-5031(253) 593-5031
    Email:Taylor.Murrey@morganstanley.com
    Taylor Murrey started his professional career in the real estate industry. While in this field, he discovered his passion for developing meaningful relationships with clients and helping them navigate the murky waters of major financial decisions. Craving more stability and structure in his day-to-day life, Taylor spoke with a financial advisor about bringing his skillset to the realm of finance; after that, he fell in love with the industry and never looked back.

    In 2020, Taylor became Series 7 & Series 66 licensed, and he was brought on to Morgan Stanley in April 2023. He joined a team of two deeply knowledgeable and experienced financial advisors, John Knight and Poonum Vasishth, who share over 60 years of practice between them. That level of industry experience, matched with his youth and gumption – all backed by Morgan Stanley’s resources – enables the team to be a fierce competitor in the industry.

    Taylor became a financial advisor to improve the quality of life of the community that he serves. He brings the same attitude to his clients as he does with his own loved ones: his approach starts with the person, not the account. What is important to each individual client? What are their values? How can he incorporate those things they hold most dearly into their financial plan? Helping people connect those dots and put a plan into action is what he enjoys the most about this profession – along with building lasting relationships that reach far beyond an account balance. At his core, he loves the feeling of making a difference in clients’ lives. He works hard to make sure that his clients are happy, and he does it with a smile.

    Growing up, Taylor played music – everything from marching band to gigging in the Puget Sound music circuit. He graduated from Washington State University with a degree in International Business. During his college years, his passion turned toward travel, language, and culture. He took a year abroad to immerse himself in Latin American culture, teaching and working in Peru, Chile, and Colombia. During this time, he became proficient in Spanish. In total, he has traveled to 15 countries.

    Taylor lives with his fiancée, Leslie, in Tacoma, where they both met and grew up together. They enjoy lounging with their cats, cooking new recipes, and playing cards with their future in-laws. Taylor is family-oriented and spends his time with the people he loves most: his fiancée, parents, and friends. He loves hosting parties to celebrate birthdays, holidays, and good weather. Several hobbies that occupy his time and money are golf, home improvement, international travel, and music.
    Securities Agent: DC, TX, CO, GA, WI, MD, ID, HI, NV, IN, CA, UT, AZ, WA, VT, MT, FL, AK, ME, WY, VA, OR, OH, NY, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 2490366

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

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 Wilson Calansingin

Wilson Calansingin is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington State.

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.

Wilson began his career in financial services in 2006, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.

Wilson is a graduate of Ateneo de Manila University, where he received a Business Management degree with a focus in Finance. He lives in Tacoma, Washington. Outside of the office, Wilson enjoys golfing.
NMLS#: 711776
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

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.
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 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.

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2Morgan 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.

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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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

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4When 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.

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5The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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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.

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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)