Taylor Boss
My Mission Statement
My Story and Services
In 2020, Taylor became Series 7 & Series 66 licensed, and he was brought on to Morgan Stanley in April 2023. He joined a team of two deeply knowledgeable and experienced financial advisors, John Knight and Poonum Vasishth, who share over 50 years of practice between them.
He graduated from Washington State University with degrees in International Business and Spanish. During his college years he became passionate toward travel, language, and culture. He took a year abroad to immerse himself in Latin American culture, teaching and working in Peru, Chile, and Colombia. In total he has traveled to 15 countries across the globe. He is also a lifelong musician, having done everything from drumline at Bellarmine to playing shows in the Seattle music scene.
Taylor now lives with his wife, Leslie, in Tacoma, where they both met and grew up together. They enjoy lounging with their cats, cooking new recipes, and playing cards with their parents. Taylor is family-oriented and spends his time with the people he loves most: his wife, parents, and friends. He loves hosting parties to celebrate birthdays, holidays, and good weather. Several hobbies that occupy his time and money are golf, home improvement, travel, and music.
NMLS#: 2490366
THE ART AND SCIENCE OF FAMILY WEALTH MANAGEMENT
This in-depth conversation provides me with the opportunity to get to know you and your family, while also discovering various aspects of your life that have an impact on your financial future. This allows me to develop strategies and customize the relationship to help best meet your needs.
I will work with you and your family to develop an integrated plan that brings your financial situation into focus and help put your wealth to work.
Short-Term adjustments seek to capitalize on temporary market distortions. Before making adjustments, I will analyze the impact of taxes and trading costs on your potential returns.
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from Morgan Stanley's expansive investment portfolio.
I will liaise with your accountant and attorneys to help make sure that we are on the same page.
I will closely monitor your savings and investment strategies over time to ensure that your plan evolves as your circumstances and priorities change.
ONLINE TOOLS AND FEATURES AVAILABLE TO YOU
Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe, efficient, and smart. As a part of my services, these resources are readily available to all of my clients. Learn more about each tool and feature to see how it could easily help to manage and secure your financial journey.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have the resources of MSO on the go.
As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan's status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).
Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.
It's hard to see the full picture with only half of the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts. Our Spending and Budgeting Tool makes it easy for you and your Financial Advisor to see your complete financial picture.
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds, and estate plans, as well as financial statements and tax filings.
You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. With eDelivery, you'll get email notifications as soon as they're available on Morgan Stanley Online.
eAuthorizations allows you to approve transactions electronically and securely on Morgan Stanley Online and the Morgan Stanley Mobile App.
TOP SERVICES & RESOURCES
I will provide you with a wide array of services and resources centered around your financial goals. I will also create customized strategies to help meet your needs and provide access to specialists to help pursue specific goals.
I am here to help reduce the stress around financial decisions by offering knowledge and thoughtful guidance. As your life stage changes, so do your goals. Our platform allows you to look across your assets and liabilities to help you adapt your strategy to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, I am here for you.
Planning for retirement has never been easy, but in recent years, it has become increasingly difficult. I am here to help you create a well-rounded planning approach for retirement. I will help you identify your personal goals, track your progress toward achieving them, and work together to create a customized plan.
For us at Morgan Stanley, it is abundantly clear that the solutions to global challenges can only achieve the required scale if they can attract a critical mass of private capital. To this end, we've established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.
I study investment trends and leverage the global resources of Morgan Stanley to help you develop a personalized investment strategy. I will develop a customized portfolio to meet your requirements for growth, income, and wealth preservation within your risk constraints.
Financial Planning after a divorce can be trying, but with the right approach and the right advice, you could turn a difficult situation into empowerment.
Keeping important documents and financial records organized and readily available is one of the best gifts you could give those you love. In the event of a catastrophe or serious illness, disability or death, your Private Wealth Organizer can immediately provide vital and timely information to both your family and professional advisors.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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.
View Morgan Stanley Featured Ideas for our perspective on what's shaping the world today, and tomorrow.
Federal Tax Information for 2023, including Income Tax Tables, Contribution Limits, Deadlines, etc.
Over the years, cybercriminals have become more sophisticated and employed increasingly complex ways to infiltrate your accounts. As the threat of cybercrime continues to intensify, your digital safety has never been more critical.
Upcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Trump 2.0 and the Markets
DATE: February 25, 2025 at 4:15 p.m. ETJoin Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
Client Service Team
Jen joined the Financial Industry in 2019 as a Relationship Manager with Bank of America, earned her Series 7 and Series 66 licenses in 2021, and joined the Morgan Stanley team to continue helping others shape a more confident financial future.
Jen loves to adventure in her backyard and beyond, hiking at Mt. Rainier, paddle boarding Puget Sound, and always has plans in the works to visit more National Parks across the nation.
Having earned her Family Wealth Advisor designation from Morgan Stanley’s Institute of Family Wealth Management, Poonum possesses the sensitivity and skills needed to work closely with families and individuals. She is able to understand her clients’ circumstances and not just their finances. She focuses on both their individual and collective goals and how they may impact one another and addresses their unique wealth management requirements.
Prior to joining Morgan Stanley in 2010, Poonum was a Financial Advisor at LPL Financial. She earned her Bachelor’s degree in Business Administration with a concentration in Finance from Pacific Lutheran University.
Wilson began his career in financial services in 2006 and joined Morgan Stanley in 2021. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank.
Wilson received a degree in Business Management with a focus in Finance from Ateneo de Manila University. He currently resides in Tacoma, Washington. Outside of the office, he enjoys golfing.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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Awards Disclosures
