Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Portfolio Management Director
Schildkraut, Tambur Thompson, Rosato at Morgan Stanley
Direct:
(206) 464-4000(206) 464-4000
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our work with you starts with one or more in-depth, exploratory meetings. We need to understand your unique financial situation so we can offer you the best possible advice and solutions.
When you work with us, you can expect us to:
Develop a comprehensive financial strategy based on your individual needs
Substitute discipline for emotion in the investment process
Adjust your holdings in response to new opportunities and risks
Maintain strict financial objectivity
Substitute discipline for emotion in the investment process
Adjust your holdings in response to new opportunities and risks
Maintain strict financial objectivity
We can also coordinate our work with other key members of your financial team, including your:
Tax specialist
Trust attorney
Insurance professional
Family office
Trust attorney
Insurance professional
Family office
Our Clients
We help people just like you, at various stages of life.
Whether you need help tackling college costs or taking full advantage of your stock options and retirement plan, we have solutions.
Whether you need help tackling college costs or taking full advantage of your stock options and retirement plan, we have solutions.
Our clients include:
- High-net-worth young investors
- Mid-career professionals and their families
- People getting close to or already retired
- Business owners (including family businesses)
- Corporate executives
Location
601 Union Street
Suite 2900
Seattle, WA 98101
US
Direct:
(206) 464-4000(206) 464-4000
Meet Schildkraut, Tambur Thompson, Rosato
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director
Anthony Rosato
Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
About Risha Schildkraut
Risha uses her financial planning background to help clients reach the important milestones in their lives. She is a Certified Financial Planner™ (CFP®) which helps her provide comprehensive recommendations around education funding, employer stock benefits, retirement planning, and estate planning strategies. Risha believes that a multi-generational approach to financial planning allows her clients to be better stewards of their wealth and resources, helping create a lasting legacy.
Risha began her career at RBC Wealth Management serving clients in both a Private Wealth Management and Institutional 401(k) capacity. She moved to Morgan Stanley in 2014, drawn by the firm’s dedication to industry leading client capabilities.
Born and raised in Seattle, Risha returned home after graduating from the University of Oregon with a B.A. in business administration and an emphasis in finance. She resides in West Seattle with her wife and daughter. Risha serves as an advisory board member for the Academy of Finance in the Seattle Public Schools which teaches financial literacy to high school students in the Seattle Area. She also serves on the Finance Committee for the GSBA, an organization that supports the LGBTQ+ community in the Seattle area.
Risha began her career at RBC Wealth Management serving clients in both a Private Wealth Management and Institutional 401(k) capacity. She moved to Morgan Stanley in 2014, drawn by the firm’s dedication to industry leading client capabilities.
Born and raised in Seattle, Risha returned home after graduating from the University of Oregon with a B.A. in business administration and an emphasis in finance. She resides in West Seattle with her wife and daughter. Risha serves as an advisory board member for the Academy of Finance in the Seattle Public Schools which teaches financial literacy to high school students in the Seattle Area. She also serves on the Finance Committee for the GSBA, an organization that supports the LGBTQ+ community in the Seattle area.
Securities Agent: AZ, NC, CO, VA, GA, CA, TX, PA, NJ, ND, MN, IN, UT, OH, MS, ID, WA, MT, MI, NY, KY, CT, MD, AK, WI, OR, NM, LA, FL, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1301176
CA Insurance License #: OK46064
NMLS#: 1301176
CA Insurance License #: OK46064
About Natalie Tambur Thompson
Natalie feels that getting to know her clients is a privilege. She has spent more than 20 years helping clients make solid financial decisions and treating their aspirations with the same care that she devotes to her own. She believes that carefully listening to each client’s unique goals is the first step to building a portfolio that will help them achieve financial independence. As a Portfolio Manager and Certified Private Wealth Advisor®, Natalie implements multigenerational planning strategies that incorporate a client’s lifestyle with their belief systems. She is firmly committed to delivering an exceptional client experience with knowledgeable advice and thoughtful attention.
Natalie joined the El Paso branch of Morgan Stanley in 1998. She spent nine years of her career in Texas before relocating to the Pacific Northwest. Natalie graduated with a B.S. from the University of Texas at Dallas and began her career at Norwest Bank.
Natalie is married with two children. When she’s not hiking on a trail with her family, or reading another fiction book, she just might be found relaxing by putting her knitting needles to work on a new project.
Natalie joined the El Paso branch of Morgan Stanley in 1998. She spent nine years of her career in Texas before relocating to the Pacific Northwest. Natalie graduated with a B.S. from the University of Texas at Dallas and began her career at Norwest Bank.
Natalie is married with two children. When she’s not hiking on a trail with her family, or reading another fiction book, she just might be found relaxing by putting her knitting needles to work on a new project.
Securities Agent: NC, NJ, CT, AZ, PA, ND, WI, VA, SC, MT, MA, KY, MN, ID, GA, FL, AK, WA, TX, NY, NM, CO, CA, OR, MD, OK, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1370416
CA Insurance License #: OG59815
NMLS#: 1370416
CA Insurance License #: OG59815
About Anthony Rosato
A native of central Ohio, Anthony has been with Morgan Stanley since March 2012. Before moving to Seattle, he previously had rolls with corporate stock plans and operations within the firm.
Anthony enjoys exploring the Pacific Northwest and spending time with his husband Daniel and dog Mason.
Anthony enjoys exploring the Pacific Northwest and spending time with his husband Daniel and dog Mason.
Securities Agent: WA, ID, KY, IN, IA, GA, ND, CA, OR, NC, MN, MD, FL, CT, PA, NY, NM, NJ, MA, MT, IL, AK, WI, TX, CO, AZ, OH; General Securities Representative; Investment Advisor Representative
NMLS#: 2342780
NMLS#: 2342780
Contact Risha Schildkraut
Contact Natalie Tambur Thompson
Contact Anthony Rosato
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
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
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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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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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.
Ready to start a conversation? Contact Schildkraut, Tambur Thompson, Rosato today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3When 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.
4Morgan 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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
3When 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.
4Morgan 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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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)