Cathy Shattuck
Senior Vice President, Financial Advisor
Phone:
(360) 613-1977(360) 613-1977
Shattuck Calvert Group at Morgan Stanley
Direct:
(360) 613-1977(360) 613-1977
Our Mission Statement
Creating comprehensive wealth planning strategies unique to your financial goals.
Welcome
At the Shattuck Calvert Group at Morgan Stanley, we take a holistic approach to wealth management that encompasses your full financial picture. We work with you to deliver comprehensive and methodical solutions to address your financial goals. Our in-depth process allows us to gain a thorough understanding of your unique financial situation – which serves as a guideline for us to guide you through different phases of your life including asset accumulation, retirement income planning, and estate planning.
Our goal is to understand your financial needs and then align the resources to help you meet them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist you in developing and executing a strategy that is precisely your own and helps you meet your needs. We will help you define what is most important to you and then formulate the strategies that are appropriate for your goals.
We welcome the opportunity to work with you and your family.
Our goal is to understand your financial needs and then align the resources to help you meet them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, and assist you in developing and executing a strategy that is precisely your own and helps you meet your needs. We will help you define what is most important to you and then formulate the strategies that are appropriate for your goals.
We welcome the opportunity to work with you and your family.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working with You to Create a Comprehensive Plan
No matter what stage your life is in, whether you are preparing for retirement, enjoying retirement, or somewhere in between – a comprehensive plan can help you achieve your financial goals. We work with you to plan for a retirement income that supports the lifestyle that you envision.
Beginning with an established plan is the best step forward in the path to reach your long-term goals. As circumstances in your life change – your financial goals will often change as well. Our planning process is dynamic, allowing for flexibility to adapt to changes in your life as they happen.
Utilizing the extensive planning tools that Morgan Stanley has to offer, we can develop a more focused financial future that incorporates all aspects of
your life – not only your investments.
Planning for Future Generations
Understanding your full financial picture includes more than just your investments. Considering the impact of your wealth on future generations is an important part of any financial plan.
We work with you to turn complex problems into understandable solutions – we work with other professionals in your life to guide you through the creation of a comprehensive estate plan. Our goal is to understand what is important to you, so we can develop an estate plan that encompasses your goals and values.
Finding a Solution Unique to Your Needs
At Morgan Stanley, we have a vast array of solutions available to our clients – but we ensure our approach is tailored to each client's specific needs. We partner with you to deliver personalized solutions that are in line with your financial goals.
Financial Planning
A variety of planning\-related tools—including our award\-winning Goals Planning System (GPS) and LifeView—which enable us to provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever\-changing life demands and modify goals as needed.
Business Owner Services
Transform your workplace through financial well\-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax\-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after\-tax return potential and help keep more of what you earn.
Insured Solutions
As a leader in the distribution of insurance and annuities, our offerings include disability, long\-term care and property and casualty insurance, as well as fixed, indexed and variable annuities. Morgan Stanley offers these products in conjunction with its licensed insurance agency affiliates.
Alternative Investments
Our leading alternatives platform offers 160+ third\-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals\-based approach for asset allocation.
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional\-caliber analytics, assesses thousands of risk factors using a holdings\-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Investor Tools and Resources
Staying updated with relevant information is paramount. A collection of resources and readings, as well as a suite of Morgan Stanley digital tools can be found below.
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
GIC On the Markets
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Global Investment Office
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Morgan Stanley Research
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.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Location
2011 NW Myhre Rd.
Suite 301
Silverdale, WA 98383
US
Direct:
(360) 613-1977(360) 613-1977
400 Winslow Way
E Suite 200
Bainbridge Island, WA 98110
US
Meet Shattuck Calvert Group
Phone:
(360) 613-1981(360) 613-1981
About Me
Cathy graduated from Seattle University in 1987 with a Bachelor of Science degree in finance and economics, obtained while working full-time as a corporate cash manager at Skippers Seafood & Chowder House.
In 1988, she joined Prudential Securities. Her training was on Wall Street in New York, and she returned to Seattle as Associate Vice President – Financial Consultant. In 1994, she joined Salomon Smith Barney in Seattle, and held the position of First Vice President – Senior Portfolio Manager. In 2003, she joined RBC Wealth Management. She currently works at Morgan Stanley in Silverdale and holds the position of Senior Vice President- Financial Advisor.
She has helped clients achieve their financial, retirement and estate goals by providing comprehensive strategies in asset allocation, risk management and estate planning for the past 30 years. She has served on numerous boards in the past, including the Treasurer for the Women’s Golf Group at Wing Point Country Club. She holds the Series 7, 63 and 65 security licenses, and holds an insurance license in Washington state.
In 1988, she joined Prudential Securities. Her training was on Wall Street in New York, and she returned to Seattle as Associate Vice President – Financial Consultant. In 1994, she joined Salomon Smith Barney in Seattle, and held the position of First Vice President – Senior Portfolio Manager. In 2003, she joined RBC Wealth Management. She currently works at Morgan Stanley in Silverdale and holds the position of Senior Vice President- Financial Advisor.
She has helped clients achieve their financial, retirement and estate goals by providing comprehensive strategies in asset allocation, risk management and estate planning for the past 30 years. She has served on numerous boards in the past, including the Treasurer for the Women’s Golf Group at Wing Point Country Club. She holds the Series 7, 63 and 65 security licenses, and holds an insurance license in Washington state.
Securities Agent: VT, MO, HI, FL, MT, UT, OH, NV, IL, AK, ID, WA, NY, AZ, OR, TN, SC, CO, CA, MD, VA; General Securities Representative; Investment Advisor Representative
About Me
Prior to joining Morgan Stanley, Marty was a Financial Advisor with RBC for the past 30 years. Marty brings years of experience providing comprehensive strategies in asset allocation and risk management within each client’s unique personal plan. Marty’s client base includes foundations, nonprofits, retirees, corporate executives, affluent families, private business owners, individuals with large, concentrated stock positions, and people from all walks of life who want their beliefs and values represented in their investments.
Marty previously served as a financial commentator on the morning and noon news for Seattle’s local CBS affiliate KIRO TV, as well as for CNN-Asia. He taught a finance and investing course through the University of Washington extension program and has been appointed as a Montana Ambassador by Governor Schweitzer of Montana since 2012. Marty held director seats on numerous boards of both for-profit and nonprofit organizations and is active in many local and national charities.
Marty holds the Series 7, 63 and 65 security licenses and holds an insurance license for the state of Washington.
Marty previously served as a financial commentator on the morning and noon news for Seattle’s local CBS affiliate KIRO TV, as well as for CNN-Asia. He taught a finance and investing course through the University of Washington extension program and has been appointed as a Montana Ambassador by Governor Schweitzer of Montana since 2012. Marty held director seats on numerous boards of both for-profit and nonprofit organizations and is active in many local and national charities.
Marty holds the Series 7, 63 and 65 security licenses and holds an insurance license for the state of Washington.
Securities Agent: IL, TN, FL, MD, WA, ID, UT, MO, CO, SC, AK, OR, NV, MT, HI, AZ, VT, OH, CA, VA, NY; General Securities Representative; Investment Advisor Representative
Contact Cathy Shattuck
Contact Marty Calvert
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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Ready to start a conversation? Contact Shattuck Calvert Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When 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.
3Morgan 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 and other 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
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
2When 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.
3Morgan 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 and other 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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.
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)