The 601 Group at Morgan Stanley

G. Schroeder has extensive experience in advising families in virtually all aspects of wealth advisory and portfolio management, having spent 25 years with Morgan Stanley Wealth Management. His focus is leading the team's risk-managed, goal-focused equity portfolios. As Senior Portfolio Management Director, G. provides guidance across equity strategies and evaluates financial portfolios to identify the best investment approach. He was recognized by Forbes as one of the Best-In-State Wealth Advisors consecutively in 2022 and 2023, and Best-In-State Wealth Management Teams in 2023. He has consistently found success through effective communication and commitment to excellence. He has established himself as a knowledgeable, intellectual leader in the community over the last two decades with his experience in dynamic environments. G. is a graduate of the University of Washington and completed his Certified Investment Management Analyst (CIMA^®) designation through the University of Pennsylvania’s Wharton School of Business. In his spare time, G. and his wife Lisa are busy keeping up with his growing family of three boys. He is an active triathlete with six completed Ironman Triathlons.

Disclosures:
Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.

Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21 - 6/30/22.

Michael Booth is a highly respected investment professional having distinguished himself in the field for over 40 years. This tenure in our industry has given him a very unique perspective of our capital markets and the evolution of our industry. Michael is a graduate of Washington State University and was a member of the WSU gymnastics team. He continues to be an active donor of WSU athletics. Michael expanded his education by attending the Seattle University Graduate School of Business and the City University of London, England. In addition, he earned the title of Certified Investment Management Analyst (CIMA) while attending the Wharton School of Business at the University of Pennsylvania. He is active in civic affairs and philanthropy by supporting the ASPCA, the Arts Fund, and Children’s Hospital.

A Chicago native, Rorie Zajac began her career on the trading floors of the Chicago Board of Trade. She was promoted to the Mid-Am Commodity Exchange and traded Bond and Dow Jones Futures. Rorie then joined an arbitrage group where she worked in the NASDAQ Futures pit at the Chicago Mercantile Exchange executing the futures segment of a basis trade. She spent 10 years with UBS prior to joining Morgan Stanley in 2011 and focuses on Financial Planning, Restricted Stock Transactions and Sustainable Investing. Rorie is a graduate of the University of Washington and the College for Financial Planning. She holds the CERTIFIED FINANCIAL PLANNER™, (CFP^®), and Accredited Domestic Partnership Advisor, (ADPA^®) designations. Rorie has been named to Forbes Magazine's 2023 list of Best-In-State Women Advisors and Best-In-State Wealth Management Teams.

Forbes Best-In-State Women Advisors
Source: Forbes.com (Awarded Feb 2023) Data compiled by SHOOK Research LLC based on time period from 9/30/21 - 9/30/22.

Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22 - 3/31/23.

Steve Knudsen began his career at Paine Webber in 1983.  He joined Smith Barney in 2006 prior to the merger with Morgan Stanley in 2012.  Steve works extensively with Consulting Group, the investment advisory arm of Morgan Stanley Wealth Management.  He earned his Certified Investment Management Analyst^® (CIMA^®) designation through the University of Pennsylvania’s Wharton School of Business in 1999 and is a 1979 graduate of the University of Washington.  He and his wife, Mardi, live in Mukilteo with two daughters and five grandchildren nearby. In his spare time, Steve enjoys fishing.

Brigid Stackpool is committed to providing sound investment advice and personalized service. “My job is to really listen to what the client needs and remind them of the rationale behind their investment strategy, regardless of the environment. If I can convey the benefit of sticking to the plan and coach the client through the tough times, then I consider us both to have achieved success.” Brigid provides the experience and vision in an effort to build and preserve, a long-lasting asset base and financial legacy for her clients.

A Seattle native, Brigid earned her bachelor’s degree in business administration and finance from the University of Washington. Prior to becoming a Financial Advisor, she was in charge of managing multi-million-dollar budgets as an Account Manager for several food manufacturers and distributors. She began her career as a Financial Advisor with Prudential Securities in 1999 and joined Morgan Stanley* in 2010 as a Financial Advisor and Senior Vice President.

Brigid’s strong sense of service to the community has motivated her to lead fundraising events and hold board positions for human rights organizations both locally and nationally. What Brigid enjoys most about being a financial advisor is the many long-term relationships she has with her clients and the joy they bring to her life. Brigid's favorite pastimes are gardening, travel, and spending time in the great outdoors. Watching college football and basketball are also favorite pastimes.

Brigid has completed a formal training program that has led to her appointment as a designated Senior Portfolio Manager*; she independently manages client assets based on her training, experience, and commitment to service. Specifically, this means she can offer, on a fully discretionary basis, to construct an appropriate investment portfolio in accordance with a client’s specific needs and objectives.

Juanita Benson began her career in the financial services industry in 1995 and joined Morgan Stanley in 2008.  She is committed to helping simplify the client experience & prioritizing the administrative goals for all wealth management needs including: executing trades, managed accounts, alternative investments & problem resolution. She recently held the position of the Cash Management & Lending Coach for the Seattle Complex & is now the Onboarding and Best Practices Coach where she assists the senior management team on product knowledge and firm initiatives.  She is a graduate of Alabama State University with a Bachelor of Science degree in Marketing and holds the Series 7 and 63 FINRA registrations.

 

Kim Bryant is a Seattle native who brings over 30 years of experience at Morgan Stanley to the 601 Group. She focuses on operational, administrative and our new-client experiences for the team. Her expertise in communication, project management and delivering exceptional client service support makes her an invaluable team member.

Kim loves life in Seattle as well as gardening and biking, but nothing tops being the Mom of Bella, age 18!