Our Story and Services

The Spanish word "Camino" means road, path, or way. It can refer to a literal physical route like a highway or a more symbolic journey. A common use of the word is in Camino de Santiago, referring to the historical pilgrimage route to Santiago de Compostela in Spain. It can also refer to any historical or cultural path.

Our practice here at Morgan Stanley helps people find their “Camino”.

Hundreds of thousands of people walk the Camino de Santiago each year to find deeper meaning in life while walking it. They do it so they can become stronger in their daily walk and be a blessing to others around them. We want to help our clients to do the same and help them in their pilgrimage throughout life.

That is why we say as a team, “Helping clients position wealth to bless others.”

Life is a “Camino”.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

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    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

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    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
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    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
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    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

1701 SE Columbia River Dr Ste120
Vancouver, WA 98661
US
Direct:
(503) 534-3402(503) 534-3402

Meet The Camino Trail Group

About D. Mike Collins

Mike has been with Morgan Stanley and its predecessors since March, 2004 and in the financial services industry since December, 1998. He is a long time native of Portland, Oregon and received his B.A. degree in Finance and Accounting from the University of Oregon.

Mike and his wife, Leann, are high school sweethearts and have been married going on 37 years. They live on 20 acres up in the woods of Washougal, Washington. They have six grown children and nine grandchildren with more on the way! Leann manages their real estate holdings, while Mike serves the local community as an active-duty volunteer Fireman and Emergency Medical Technician with Skamania County Fire District #4. Both he and Leann are active members of Gateway Community Church, and love to do all things outdoors.
Securities Agent: NY, AK, UT, TN, NV, ID, CO, OR, NJ, MA, CA, AZ, MN, KY, WI, WA, PA, OH, FL, DC, AR, VA, MO, IN, WY, TX, IL, IA, HI, GA, AL, NC, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1487145

About Laurel Numbers

As part of our team, Laurel serves a diverse community of investors. She has a special focus on helping widows and other women tasked with directing their own financial journey, whether it be in estate settlement, divorce or more. Being able to understand pros and cons of financial choices is critical, as she wants to understand goals and limitations in the decision process. Bringing in qualified professionals in taxes, insurance and estate tax concerns becomes essential to find the best fit for all.

Laurel lives in Vancouver, Washington in an area with a lot of vintage homes. She has two adult children and three “grand-dogs”. Hobbies include architecture and history, with a special bent to the work of Frank Lloyd Wright!
Securities Agent: WA, ID, VA, OH, MN, IN, AZ, TX, TN, CO, AR, KY, NY, NV, IL, IA, NC, MI, DC, WI, OR, MO, WY, NJ, GA, CA, AL, PA, FL, AK, MA, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1446198

About Sam Watry

Sam has been with the Firm since 2011 and in the Financial Industry since 2007. He earned the right to use the CFA Charter in 2013 and continues to be an active member in the local society. Growing up in Southeastern Wisconsin, he is a shareholder and fan of the Green Bay Packers. Having lived in the Portland area for over a decade, he can often be found at Providence Park rooting on the Timbers. Sam and his wife Katie have two young children which keep them very active. He is an avid rafter, a member of the Oregon Whitewater Association, and enjoys spending his free time rafting, camping, hiking and all things outdoors. Sam is an AFS Alumnus, after spending a year in Zurich, Switzerland, plus spent a year living in Saint Petersburg, Russia while his parents taught English.
Wealth Management
Global Investment Office

Portfolio Insights

This is a video content

Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The Camino Trail Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)