Stefan Papasoff
Financial Advisor
Direct:
(425) 202-0660(425) 202-0660
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Stefan Papasoff at Morgan Stanley
Stefan Papasoff is a Vice President, Portfolio Manager and Financial Advisor at Morgan Stanley, based in Kirkland, WA. Stefan has over 39 + years of experience in the Financial Services industry and joined Morgan Stanley in 2019. Stefan earned his Bachelor of Music (B.M.) degree from the University of Miami. He later went on to receive his Master of Arts (M.A.) degree from New York University where he went on to become an Assistant Professor in the university’s renowned Jazz Performance Program.
Stefan values the relationships he has with his clients and is grateful for their confidence and trust. He focuses on multi-generational planning and investment management for individuals, families and corporate executives, helping them articulate and define their goals and objectives. He collaborates with his clients to develop strategies designed for their unique situations, utilizing a holistic approach including goals-based financial planning as the basis for the strategy. Stefan helps guide his clients through turbulent markets and provides solutions for their needs, drawing upon the skills and knowledge derived from his years of experience. Stefan is readily accessible to his clients, explains market conditions and presents comprehensive strategies in a straightforward manner. Stefan is skilled at working closely with your various wealth professionals – such as your CPA, estate and / or business attorney and insurance professionals – and can recommend qualified local professionals should you need access to one.
As your Financial Advisor, Stefan Papasoff can help you define and strive to meet your goals by delivering a vast array of resources and knowledge. Working together, he can help you grow and preserve your wealth for future generations to come. You will have access to some of the world’s most veteran and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Stefan lives in downtown Kirkland, WA. He enjoys many outdoor activities including golfing and skiing. Stefan loves to travel and spends much of his free time with his daughter and friends. Stefan has a strong passion for music and loves playing the guitar.
Stefan values the relationships he has with his clients and is grateful for their confidence and trust. He focuses on multi-generational planning and investment management for individuals, families and corporate executives, helping them articulate and define their goals and objectives. He collaborates with his clients to develop strategies designed for their unique situations, utilizing a holistic approach including goals-based financial planning as the basis for the strategy. Stefan helps guide his clients through turbulent markets and provides solutions for their needs, drawing upon the skills and knowledge derived from his years of experience. Stefan is readily accessible to his clients, explains market conditions and presents comprehensive strategies in a straightforward manner. Stefan is skilled at working closely with your various wealth professionals – such as your CPA, estate and / or business attorney and insurance professionals – and can recommend qualified local professionals should you need access to one.
As your Financial Advisor, Stefan Papasoff can help you define and strive to meet your goals by delivering a vast array of resources and knowledge. Working together, he can help you grow and preserve your wealth for future generations to come. You will have access to some of the world’s most veteran and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Stefan lives in downtown Kirkland, WA. He enjoys many outdoor activities including golfing and skiing. Stefan loves to travel and spends much of his free time with his daughter and friends. Stefan has a strong passion for music and loves playing the guitar.
Securities Agent: ID, WY, MD, CA, WA, VT, PA, NJ, TN, FL, NH, TX, CT, AZ, VA, NY, NC, IL, CO, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 590387
NMLS#: 590387
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(425) 202-0660(425) 202-0660
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact Stefan Papasoff today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)