Seattle Branch Office

Brent has been in the industry for over 20 years, joining Morgan Stanley in 2016 after spending 13 years with a prior firm in a variety of roles including Financial Advisor, Manager in Arizona and California and Senior Manager for Western Washington and Oregon. Brent has held a variety of roles at Morgan Stanley including Producing Branch Manager, Associate Complex Manager and my current role of Branch Manager and Seattle Sub-Complex Manager.

As a father of 3 girls, all of whom he coached as athletes, Brent has made it a priority to coach women at Morgan Stanley and in other organizations that support women. Brent’s goal is to support women by providing training, information, and assistance necessary to meet the unique financial challenges they face head on and with confidence. Brent’s hope is to make the world a better place by providing women opportunities professionally, empowering them in their lives, and increasing their confidence in their financial future.

Brent is Canadian by birth. He grew up primarily overseas in Brussels Belgium, attending an International school and as of 2015 is also an American citizen. Brent believes his life experience has shaped his beliefs around the benefits and strength diversity provides. One of Brent’s primary goals is to have the most diverse offices in Seattle, and a Sub-Complex that is the same. Brent’s team is working hard to support, both financially and through their time, the organizations and communities they serve.

Brent earned his bachelor’s degree in sociology from St. Lawrence University and an MBA from Thunderbird School of Global Management. Brent is also a Certified Financial Planner^®.

Brent and his wife have been married for over 20 years and are high school sweethearts. Along with their 3 daughters, Brent and his wife currently live on Bainbridge Island. The family keeps busy with Bainbridge Island Gymnastics, tennis, golf and traveling. Brent’s family passionately supports organizations that are working to support Women and Girls, such as ZGirls Foundation, WeCOACH, and WISE, as well as other local organizations.

Ivy began her career in the financial services industry in 1999 as a receptionist in the Federal Way Smith Barney office.
She went on to become a Registered Client Associate and continued her career at Wells Fargo Advisors and then onto Merrill Lynch.
In 2017, Ivy made the move with her team from Merrill Lynch to Morgan Stanley where she went on to become a Portfolio Associate and Complex CSA Coach.
In 2020, Ivy transitioned to the Complex Management Team as a Business Service Manager.

Ivy is originally from the island of Guam and loves spending time with her large, extended Filipino family.

Alicia has over 37 years in the banking and financial services industry including work in operational, administrative, management, compliance and risk management roles. The majority of those years Alicia spent as Chief Compliance Officer, Anti-Money Laundering Compliance Officer and Compliance Manager for Brokerage, Registered Investment Advisor, and Registered Investment Company firms. In addition to earning multiple licenses, 13 in total, over her career, Alicia earned the FINRA Institute at Wharton (Financial Industry Regulatory Authority) industry designation, the Certified Regulatory Compliance Professional (CRCP) in 2003. The program provides compliance, legal and regulatory professionals with an in-depth understanding of the foundation, theory and practical application of securities laws and regulation. Alicia later joined Morgan Stanley as Risk Officer on August 2015.

Alicia is originally from Wichita, Kansas and moved to the Pacific Northwest in 2006 with her family. When away from the office, she enjoys all things outdoors and can be found off-road in the mountains with her family and friends, learning new culinary skills for those outdoor meals, and training her travel companion - her German Shepherd, Maverick.