The Strength of Morgan Stanley Wealth Management
Morgan Stanley serves many of the world’s most sophisticated and demanding institutional and individual investors. Our global presence and experience allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets.
Morgan Stanley Wealth Management Clients have entrusted a total of more than $6.0 trillion in assets with Morgan Stanley as of January 1st, 2025, making us one of the world’s leading wealth management firms. We strive for excellence in advising clients and helping them manage their wealth.
Whether you are looking for a financial advisor or wanting a second opinion, I welcome you to schedule an appointment and explore the opportunity of working together toward your financial goals.
My Bio
Growing up in Issaquah, Washington and currently living in Kirkland, I am fortunate to be a PNW local. I am also a proud graduate of Gonzaga University, with a degree in Finance and Business. My experiences during college deepened my curiosity in finance and led me to a career in investments and advisory.
I started my career at Parametric Portfolio Associates while finishing college. In 2022, Parametric and Eaton Vance were acquired by Morgan Stanley. Working as an internal partner provided a path to work with my father Brian Sullivan as a financial advisor, educating and advising clients through their dynamic financial needs. My prior background at an investment management firm like Parametric gives me unique insights into the multiple partners we now leverage in our practice.
Outside of work I enjoy spending time with family and friends. We take regular trips to Lake Chelan, ski/snowboard trips, and enjoy being outdoors. I am also an avid sports fan rooting for Gonzaga basketball, the Seattle Seahawks, and Seattle Mariners to name a few.
Please see the link below to my Morgan Stanley team website:
Services Include
- Financial Planning
- Asset Management
- Retirement Planning
- Cash Management and Lending ProductsFootnote3
- Alternative Investments
Securities Agent: UT, OR, MT, MN, AZ, NV, MA, IN, CO, IA, CA, NY, NC, WA, GA, TX, MD, ID, HI, WY, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2559957