Jeff Corder
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, Financial Planning Specialist, Senior Investment Management Consultant
Phone:
(360) 613-1971(360) 613-1971
The Cascade Group at Morgan Stanley
Direct:
(360) 613-1968(360) 613-1968
Toll-Free:
(800) 447-6021(800) 447-6021
Our Mission Statement
Together, with our clients, we strive to transform financial aspirations into reality – one great relationship at a time.
Elevate Your Wealth with The Cascade Group at Morgan Stanley
At The Cascade Group at Morgan Stanley, we recognize that financial success is about more than just numbers—it's about creating opportunities, preserving what matters most, and achieving your vision for the future. Our mission is clear: Together, with our clients, we strive to transform financial aspirations into reality—one great relationship at a time. We strive to do this through personalized strategies and trusted relationships.
Tailored Solutions for Your Unique Journey
Your financial goals are as individual as your story. Whether you're exploring sophisticated investment strategies, planning for generational wealth transfer, or optimizing tax efficiencies, our experienced Financial Advisors craft customized solutions to align with your priorities. We don't just manage wealth—we help you elevate it.
Why High Net-Worth Clients Choose Us
• Specialized Expertise: Our team strives to excel in addressing complex financial needs, from legacy planning to family office services.
• Comprehensive Approach: We strive to integrate all aspects of your financial life—investments, tax strategies, and estate planning—to create a seamless wealth management experience.
• Confidentiality and Care: Your privacy is paramount and we deliver services with the utmost confidentiality and professionalism.
• Forward-thinking Strategies:From navigating market complexities to anticipating regulatory changes, we stay ahead so you can focus on what matters most to you.
Achieving Your Ambitions
Imagine a future where your wealth not only grows but works tirelessly to support your vision. Whether it's acquiring meaningful assets, supporting philanthropic causes or creating security for future generations. Our team is dedicated to helping you realize these possibilities with precision and care.
Relationship-Driven Wealth Management
At The Cascade Group at Morgan Stanley, we believe that trust is the cornerstone of every successful relationship. We take the time to understand your goals and values, crafting strategies that align with your vision for the future. Our commitment to building lasting relationships ensures that we remain by your side through every milestone and decision.
Let's Build Your Future Together
Your success deserves exceptional attention. Let's start a conversation about how we can help you achieve your financial ambitions while preserving the legacy you've worked so hard to build.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Beyond Returns, The Power of Tax-Efficient Investing
Tax-efficient investing is an essential strategy for preserving and growing significant wealth, so that more of your hard-earned capital works toward achieving your goals.
By leveraging Direct Indexing, investors can customize portfolios to align with their financial goals while actively harvesting tax losses to offset gains. This is particularly useful for managing concentrated stock positions or transitioning portfolios without triggering significant capital gains.
Exchange funds provide another powerful tool, enabling individuals with low-cost basis, concentrated stock holdings to diversify their portfolios without immediately realizing capital gains.
For Real Estate Investors, the 1031/721 Exchange facilitates low cost basis property exchanged for privately held like-assets. This strategy not only preserves capital for reinvestment but also defers capital gains, enhances cash flow, diversifies real estate holdings, and positions portfolios for long-term appreciation.
Together, these advanced investment solutions empower affluent investors the opportunity to optimize their wealth strategies.
By leveraging Direct Indexing, investors can customize portfolios to align with their financial goals while actively harvesting tax losses to offset gains. This is particularly useful for managing concentrated stock positions or transitioning portfolios without triggering significant capital gains.
Exchange funds provide another powerful tool, enabling individuals with low-cost basis, concentrated stock holdings to diversify their portfolios without immediately realizing capital gains.
For Real Estate Investors, the 1031/721 Exchange facilitates low cost basis property exchanged for privately held like-assets. This strategy not only preserves capital for reinvestment but also defers capital gains, enhances cash flow, diversifies real estate holdings, and positions portfolios for long-term appreciation.
Together, these advanced investment solutions empower affluent investors the opportunity to optimize their wealth strategies.
Direct Indexing at The Cascade Group, Morgan Stanley
At The Cascade Group at Morgan Stanley, we integrate Direct Indexing solutions as a foundational element in many of our clients' taxable investment accounts. This approach is a key component of our Active/Passive Asset Allocation Strategy, enabling us to deliver personalized and tax-efficient investment solutions.
What Is Direct Indexing?
Direct Indexing replicates the performance of a stock index, such as the S&P 500 or Russell 3000, by directly owning the individual stocks within a Separately Managed Account (SMA). Unlike mutual funds or ETFs, this strategy provides investors with direct ownership of the securities that comprise the index.
Key Benefits of Direct Indexing
- Tax Efficiency:
- One of the most compelling advantages is tax-loss harvesting, which involves selling underperforming securities to offset capital gains. This can help reduce taxable income and potentially enhance after-tax returns.
- It also allows for tax-aware management of concentrated positions or portfolio transitions.
- Customization:
- Investors can tailor their portfolios to align with personal values or financial goals by including or excluding specific stocks or sectors.
- This flexibility is beneficial for high-net-worth individuals seeking to optimize their wealth strategies.
- Enhanced Control:
- Direct ownership of stocks enables strategic decision-making at the individual security level, offering more control compared to traditional funds.
Why Choose Direct Indexing Over Mutual Funds or ETFs?
While mutual funds and ETFs can passively track an index, they lack the personalization and tax-saving opportunities available through Direct Indexing which allows investors to:
- Manage tax liabilities more effectively.
- Customize your portfolio to reflect your unique preferences and circumstances.
Explore More
To better understand how Direct Indexing can complement your investment strategy, watch our detailed video breakdown on its core features and benefits. At The Cascade Group, we are committed to helping you achieve your financial ambitions with precision and care. Let's discuss how this innovative approach could be right for you!
Alternative Investments: Expanding Your Financial Horizons
At the Cascade Group, Morgan Stanley, we strive to excel in guiding our clients through the intricate landscape of Alternative Investments. These investments encompass a variety of non-traditional assets including Real Estate, Hedge Funds, Private Equity, Gold, Cryptocurrency, Art Collections, Vintage Cars, and Exchange Funds.
With the expertise of Jeroen van der Sanden, a Financial Advisor and Chartered Alternative Investment Analyst (CAIA) designee, we provide direct access for our clients to specialized knowledge. These Alternative Investments can help to diversify portfolios, mitigate risks, and achieve long-term financial objectives.
Our industry-leading Alternative Investments Platform, staffed by over 300 dedicated professionals, and our in-house expertise will work to offer customized solutions that are integrated with your overall financial strategy.
Adding Value Through Alternative Investments - Our approach focuses on three key themes to optimize your portfolio:
1. Wealth Protection
In times of market volatility or when a portfolio requires a more defensive strategy, Alternative Investments can play a crucial role. We utilize market-neutral strategies to enhance Fixed Income allocations and partner with established managers for Private Credit exposure. These strategies help safeguard your wealth while maintaining balance in your portfolio.
2. Mitigating Tax Liabilities
Managing concentrated positions in highly appreciated stocks or real estate can pose challenges such as significant capital gains taxes or increased exposure to market risks. For qualified clients, we offer innovative solutions like Exchange Funds for concentrated stock positions and 1031/721 UPREIT exchanges to diversify Real Estate holdings. These strategies are designed to minimize tax liabilities while optimizing portfolio diversification.
3. Driving Long-Term Portfolio Growth
Private Equity has historically been a powerful driver of long-term portfolio growth when strategically allocated to private companies and Venture Capital opportunities. Through Morgan Stanley's extensive Alternative Investments Platform, we construct customized Private Equity allocations that aim to enhance overall portfolio performance and deliver sustainable growth over time.
Cascade Streams: Curated Insights for Our Clients
At The Cascade Group, we recognize that your financial journey is as dynamic and multifaceted as your life. That's why we created Cascade Streams as your invitation to a series of live and interactive video sessions designed to stand out.
Timely Market Intelligence, Delivered Directly
Stay ahead of the curve with concise, actionable updates on markets and the economy. Our advisors distill complex trends into clear insights, empowering you to make confident decisions-no jargon, just clarity.
Timeless Wisdom for Lifelong Success
From mastering resilient investing and Philanthropy, to exploring the art of aging gracefully and building a legacy, our sessions blend practical education with the strategic thinking that accomplished families, professionals, and retirees value. We cover topics that matter for every stage of life and wealth.
Engagement That Fits Your Lifestyle
Whether you're tuning in between board meetings, philanthropic endeavors, or community projects, Cascade Streams are designed for your schedule. Each session is interactive, offering opportunities to engage with experts and peers who share your drive for excellence and impact.
A Community of Peers and Purpose
Join a circle of successful families, entrepreneurs, professionals, and active retirees who believe in lifelong learning and giving back. Whether you're mentoring, volunteering, or leading new ventures, Cascade Streams connect you with others who share your commitment to making a difference.
Cascade Streams: Where sophisticated insight meets real-world relevance.
Location
2011 NW Myhre Rd
Ste 301
Silverdale, WA 98383
US
Direct:
(360) 613-1968(360) 613-1968
Toll-Free:
(800) 447-6021(800) 447-6021
Fax:
(360) 512-3962(360) 512-3962
Meet The Cascade Group
Shannon Corder
Associate Vice President, Wealth Management, Financial Advisor
Phone:
(360) 613-1978(360) 613-1978
Jeroen van der Sanden, CPWA®, CFA, CAIA
Associate Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(360) 613-1995(360) 613-1995
Tiffany Timar
Portfolio Associate
Phone:
(360) 613-1968(360) 613-1968
Suzy Traxler
Senior Registered Associate
Phone:
(360) 613-1972(360) 613-1972
About Jeff Corder
As an experienced Family Wealth Advisor, Senior Investment Management Consultant, and Financial Advisor, Jeff is dedicated to delivering client-centric excellence to successful professionals, business leaders, and families. With a strong emphasis on asset management, risk mitigation, and financial planning, he prioritizes understanding each client’s unique needs and aspirations. By fostering open communication and collaboration, Jeff strives to ensure that his clients receive tailored strategies designed to help achieve their specific financial objectives. This commitment not only drives to help facilitate successful outcomes, but also is designed to build lasting relationships based on trust and satisfaction.
Growing up in a small town in West Virginia, Jeff developed a curiosity about the world beyond his immediate surroundings. Seeking broader horizons, he chose to attend the United States Naval Academy in Annapolis, Maryland, where he not only pursued a Bachelor of Science in Economics but also expanded his perspective through a semester as an exchange student at West Point. This experience was pivotal; upon graduating in 1992, Jeff served as a Naval Officer on the U.S.S. William H. Standley and the U.S.S. Essex, where he gained firsthand insights into global operations and leadership making the Navy an ideal solution for his aspirations to learn about the world while serving his country.
The life lessons learned from a distinguished career as a Naval officer, which emphasize duty, honor, discipline, and leadership, are paramount to the effectiveness of his team. As the senior advisor of the Cascade Group at Morgan Stanley, he strives to ensure that these values are at the forefront of client-centric execution. Leveraging his 24 years of experience in the financial industry, he is dedicated to fostering a collaborative environment where teamwork drives excellence. His commitment to addressing client needs is reflected in his daily interactions with the team, as he encourages open communication and shared ownership of projects. This approach not only strengthens relationships within the team but also helps to enhance client satisfaction, as they work collectively to try to achieve outstanding results that align with client aspirations.
Jeff thrives on collaborating with like-minded clients who appreciate the exceptional skill and service his team aspires to provide. Together, they are dedicated to crafting comprehensive financial plans tailored to the unique needs of each family and institution they serve. These plans empower clients to make informed decisions and establish a solid framework for navigating today’s markets. Jeff finds immense satisfaction in knowing that his efforts significantly enhance the quality of his clients’ lives. He strives to become a trusted advisor, fostering relationships that are among the most important in their financial journeys.
Jeff enjoys incorporating his life’s work with his other passions. He and his wife, Shannon Corder, Financial Advisor, collaborate side-by-side in their office, fostering a supportive work environment. Committed to his community, Jeff has held significant roles such as Board Member of the YMCA and Treasurer of the Central Kitsap Food Bank, where he contributed to various initiatives aimed at improving local welfare. In his leisure time, he is passionate about the outdoors, engaging in activities like camping and fishing. A dedicated sports enthusiast, Jeff cheers for the West Virginia Mountaineers and Naval Academy Midshipmen, while also supporting his daughter’s colleges, the Baylor Bears and Boise State Bronco’s.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4128220 1/25
Growing up in a small town in West Virginia, Jeff developed a curiosity about the world beyond his immediate surroundings. Seeking broader horizons, he chose to attend the United States Naval Academy in Annapolis, Maryland, where he not only pursued a Bachelor of Science in Economics but also expanded his perspective through a semester as an exchange student at West Point. This experience was pivotal; upon graduating in 1992, Jeff served as a Naval Officer on the U.S.S. William H. Standley and the U.S.S. Essex, where he gained firsthand insights into global operations and leadership making the Navy an ideal solution for his aspirations to learn about the world while serving his country.
The life lessons learned from a distinguished career as a Naval officer, which emphasize duty, honor, discipline, and leadership, are paramount to the effectiveness of his team. As the senior advisor of the Cascade Group at Morgan Stanley, he strives to ensure that these values are at the forefront of client-centric execution. Leveraging his 24 years of experience in the financial industry, he is dedicated to fostering a collaborative environment where teamwork drives excellence. His commitment to addressing client needs is reflected in his daily interactions with the team, as he encourages open communication and shared ownership of projects. This approach not only strengthens relationships within the team but also helps to enhance client satisfaction, as they work collectively to try to achieve outstanding results that align with client aspirations.
Jeff thrives on collaborating with like-minded clients who appreciate the exceptional skill and service his team aspires to provide. Together, they are dedicated to crafting comprehensive financial plans tailored to the unique needs of each family and institution they serve. These plans empower clients to make informed decisions and establish a solid framework for navigating today’s markets. Jeff finds immense satisfaction in knowing that his efforts significantly enhance the quality of his clients’ lives. He strives to become a trusted advisor, fostering relationships that are among the most important in their financial journeys.
Jeff enjoys incorporating his life’s work with his other passions. He and his wife, Shannon Corder, Financial Advisor, collaborate side-by-side in their office, fostering a supportive work environment. Committed to his community, Jeff has held significant roles such as Board Member of the YMCA and Treasurer of the Central Kitsap Food Bank, where he contributed to various initiatives aimed at improving local welfare. In his leisure time, he is passionate about the outdoors, engaging in activities like camping and fishing. A dedicated sports enthusiast, Jeff cheers for the West Virginia Mountaineers and Naval Academy Midshipmen, while also supporting his daughter’s colleges, the Baylor Bears and Boise State Bronco’s.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4128220 1/25
Securities Agent: MN, PA, AK, OK, MI, MD, ID, VA, SC, IN, OR, CO, WV, TX, AL, MO, AZ, NY, NV, HI, FL, WA, CA, GA; General Securities Representative; Investment Advisor Representative
NMLS#: 1297806
NMLS#: 1297806
About Shannon Corder
Shannon is a skilled Financial Advisor who excels in fostering collaborative relationships with her clients. Her extensive experience in Financial Services allows her to provide tailored, comprehensive advice that addresses a wide array of client goals—whether it’s projecting retirement aspirations while trying to address tax efficiency, charitable giving and cash-flow needs, navigating clients through challenging and rewarding life events or helping foster and setting up long-term wealth for multiple generations. In this journey, Shannon uses her experience in collaborations with other professionals in clients’ lives to develop a transformative and enduring plan of action.
She understands that effective financial planning is not a solitary endeavor; it requires seamless integration with investment, insurance, legal and accounting professionals to help ensure that all aspects of a client’s financial life are aligned. By collaborating with estate attorneys, Certified Public Accountants and other professionals clients utilize, Shannon assists clients navigate the intricate details of their wealth management journey.
She pursued a career in financial services for the opportunity to help others in her community build wealth and provide financial freedom for their families. Shannon is a 1990 graduate of Central Washington University, where she earned her Bachelor of Science in Finance. She holds her FINRA Series 7 and 66 licenses, as well as her life, health and disability insurance and variable annuity licenses.
Shannon has been fortunate to have worked in almost every position of a retail branch office, including wire operator, client service associate, interim operations manager and as a Financial Advisor. This broad set of experiences enables her to understand how each component of the wealth management process fits together, providing her with deeper insights that she readily shares with clients and her colleagues at the Cascade Group at Morgan Stanley. Her mentoring and guidance within the team is crucial in providing our clients the excellence we strive for. Shannon enjoys helping solve problems for clients and tackle parts of their busy lives that need attention; working to help ensure a better financial future.
Shannon and her husband, Jeff Corder, Financial Advisor have been happily married for over 25 years and have worked together as a team at Morgan Stanley for the past 18 years. Her desire to help others is equaled only by her dedication to her community and her family. Over the years, Shannon has been an active volunteer with her daughters’ schools, classrooms, sports programs, and youth groups. She also served as an Executive Board Member of the local PTA for three years. Outside of the office, family always comes first. Shannon and Jeff love spending time with their two beautiful daughters at their colleges in Waco, Texas and Boise, Idaho, or enjoying the mountains and the water of the Pacific Northwest.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC4124920 1/25
She understands that effective financial planning is not a solitary endeavor; it requires seamless integration with investment, insurance, legal and accounting professionals to help ensure that all aspects of a client’s financial life are aligned. By collaborating with estate attorneys, Certified Public Accountants and other professionals clients utilize, Shannon assists clients navigate the intricate details of their wealth management journey.
She pursued a career in financial services for the opportunity to help others in her community build wealth and provide financial freedom for their families. Shannon is a 1990 graduate of Central Washington University, where she earned her Bachelor of Science in Finance. She holds her FINRA Series 7 and 66 licenses, as well as her life, health and disability insurance and variable annuity licenses.
Shannon has been fortunate to have worked in almost every position of a retail branch office, including wire operator, client service associate, interim operations manager and as a Financial Advisor. This broad set of experiences enables her to understand how each component of the wealth management process fits together, providing her with deeper insights that she readily shares with clients and her colleagues at the Cascade Group at Morgan Stanley. Her mentoring and guidance within the team is crucial in providing our clients the excellence we strive for. Shannon enjoys helping solve problems for clients and tackle parts of their busy lives that need attention; working to help ensure a better financial future.
Shannon and her husband, Jeff Corder, Financial Advisor have been happily married for over 25 years and have worked together as a team at Morgan Stanley for the past 18 years. Her desire to help others is equaled only by her dedication to her community and her family. Over the years, Shannon has been an active volunteer with her daughters’ schools, classrooms, sports programs, and youth groups. She also served as an Executive Board Member of the local PTA for three years. Outside of the office, family always comes first. Shannon and Jeff love spending time with their two beautiful daughters at their colleges in Waco, Texas and Boise, Idaho, or enjoying the mountains and the water of the Pacific Northwest.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC4124920 1/25
Securities Agent: FL, AK, WV, WA, SC, NY, TN, NV, MO, MD, HI, AZ, PA, TX, OR, MI, ID, GA, CA, AL, CO, VA, IN, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2143971
NMLS#: 2143971
About Jeroen van der Sanden
Jeroen, originally from the Netherlands, offers a fresh perspective on the financial services industry, drawing on his background and professional focus. His name, which can be challenging for non-Dutch speakers to pronounce, is phonetically like “Ya-roon”. Since joining The Cascade Group at Morgan Stanley in January 2020, Jeroen has leveraged his 15 years of experience in pursuing operational excellence in Supply Chain Management and IT to help enhance client outcomes and streamline operations within the team.
With a commitment to continuous improvement, Jeroen fosters a positive and collaborative environment. He proudly holds the prestigious Certified Private Wealth Advisor (CPWA®) designation, along with credentials of Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®). This impressive combination of qualifications enables him to craft tailored financial strategies that align with clients’ specific aspirations.
Guided by Albert Einstein’s principle of simplicity, Jeroen helps his team and clients navigate the intricacies of wealth management. He collaborates closely with other investment professionals, estate attorneys, and certified public accountants, integrating different perspectives into cohesive strategies. This teamwork allows him to provide valuable insights on balancing complexity and necessity in tax-efficient investment building, cash-flow planning, and wealth transfers.
Jeroen’s approach for establishing clients’ investment portfolios are developed using a comprehensive framework that evaluates the needs of tax-advantaged investing, active/passive strategies, diversifying concentrated stock and real estate assets, along with balancing cash flow needs within market volatility exposure. This ethos has evolved from decades of experience and knowledge accumulated by the founders and partners of the Cascade Group at Morgan Stanley.
Outside of work, Jeroen approaches life with curiosity and a love for learning, culinary experiences and reading, inspired by his wife, Amy, an elementary teacher, and their children. Living in Port Orchard, Washington, he enjoys the Pacific Northwest’s natural beauty through running, hiking, mountain biking and skiing. A passionate soccer fan, he actively participates in the sport with his family, cheers for Ajax Amsterdam and the Seattle Sounders and enjoys watching the English Premier League. This balance of adventure and reflection defines his dynamic approach to work and life.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4141946 1/25
With a commitment to continuous improvement, Jeroen fosters a positive and collaborative environment. He proudly holds the prestigious Certified Private Wealth Advisor (CPWA®) designation, along with credentials of Chartered Financial Analyst (CFA®) and a Chartered Alternative Investment Analyst (CAIA®). This impressive combination of qualifications enables him to craft tailored financial strategies that align with clients’ specific aspirations.
Guided by Albert Einstein’s principle of simplicity, Jeroen helps his team and clients navigate the intricacies of wealth management. He collaborates closely with other investment professionals, estate attorneys, and certified public accountants, integrating different perspectives into cohesive strategies. This teamwork allows him to provide valuable insights on balancing complexity and necessity in tax-efficient investment building, cash-flow planning, and wealth transfers.
Jeroen’s approach for establishing clients’ investment portfolios are developed using a comprehensive framework that evaluates the needs of tax-advantaged investing, active/passive strategies, diversifying concentrated stock and real estate assets, along with balancing cash flow needs within market volatility exposure. This ethos has evolved from decades of experience and knowledge accumulated by the founders and partners of the Cascade Group at Morgan Stanley.
Outside of work, Jeroen approaches life with curiosity and a love for learning, culinary experiences and reading, inspired by his wife, Amy, an elementary teacher, and their children. Living in Port Orchard, Washington, he enjoys the Pacific Northwest’s natural beauty through running, hiking, mountain biking and skiing. A passionate soccer fan, he actively participates in the sport with his family, cheers for Ajax Amsterdam and the Seattle Sounders and enjoys watching the English Premier League. This balance of adventure and reflection defines his dynamic approach to work and life.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4141946 1/25
Securities Agent: MN, AL, WA, GA, NY, MD, MO, CA, PA, CO, WV, OR, MI, IN, AK, NV, VA, ID, AZ, FL, TX, SC, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 2352229
NMLS#: 2352229
About Tiffany Timar
Drawing on more than 33 years of industry experience, Tiffany is a dedicated financial service professional celebrated for her knowledge in solving complex financial challenges and delivering innovative solutions. With a passion for problem-solving, she navigates intricate issues that often require extensive research and coordination. By harnessing advanced technology and industry best practices, Tiffany explores every possible avenue to find effective answers.
Tiffany’s collaborative approach emphasizes the importance of building strong relationships with clients and the professional organizations they use. This collaboration often requires significant coordination and navigation of various processes. With her extensive experience, dedication, and determination to uncover the right solutions, Tiffany drives her team’s ability to help achieve operational excellence at the highest level.
Tiffany joined Morgan Stanley in 1991 and over the years has held a number of important positions with increasing responsibility. These roles include Client Service Associate, Wire Operator and Branch Manager Assistant. Today, as a Senior Registered Associate, she maintains her FINRA Series 7, 9, 10, 63 and 65 licenses.
Growing up in California, she has been a resident of Bremerton, Washington, for over 30 years. Away from the office, Tiffany enjoys spending time with her family, traveling, reading and enjoying the great outdoors.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4127076 1/25
Tiffany’s collaborative approach emphasizes the importance of building strong relationships with clients and the professional organizations they use. This collaboration often requires significant coordination and navigation of various processes. With her extensive experience, dedication, and determination to uncover the right solutions, Tiffany drives her team’s ability to help achieve operational excellence at the highest level.
Tiffany joined Morgan Stanley in 1991 and over the years has held a number of important positions with increasing responsibility. These roles include Client Service Associate, Wire Operator and Branch Manager Assistant. Today, as a Senior Registered Associate, she maintains her FINRA Series 7, 9, 10, 63 and 65 licenses.
Growing up in California, she has been a resident of Bremerton, Washington, for over 30 years. Away from the office, Tiffany enjoys spending time with her family, traveling, reading and enjoying the great outdoors.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4127076 1/25
About Suzy Traxler
Suzy is a seasoned financial services professional with over 26 years of experience, currently serving as a Senior Registered Associate. Her role is pivotal in helping enhance the client experience, and she is often affectionately referred to as the “glue” of the team due to her extensive knowledge of the firm’s administrative and operations platforms. This knowledge enables her to efficiently align the right resources to facilitate each client’s unique needs.
She began her career at Dain Rauscher in 1998, where she first connected with Shannon Corder. Over the years, she has gained comprehensive experience across various areas of wealth management, developing deep, loyal relationships with clients.
Suzy is a dedicated service professional known within our team for her ability to execute projects with precision and timeliness. She possesses a keen eye for detail and takes a proactive approach, striving to deliver results that exceed client expectations. Suzy recognizes the significance of meeting deadlines and works diligently to complete each task effectively, enabling clients to concentrate on their core objectives. Whether managing complex projects or providing daily support, her commitment to excellence and efficiency has established her as a reliable partner in helping clients pursue their financial goals.
A native of Kitsap County, Suzy resides in Silverdale with her husband, Travis, and enjoys spending time with her two grown sons. Outside of work, she finds joy in outdoor activities such as hiking and kayaking, visiting wineries, and traveling whenever possible.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4128178 1/25
She began her career at Dain Rauscher in 1998, where she first connected with Shannon Corder. Over the years, she has gained comprehensive experience across various areas of wealth management, developing deep, loyal relationships with clients.
Suzy is a dedicated service professional known within our team for her ability to execute projects with precision and timeliness. She possesses a keen eye for detail and takes a proactive approach, striving to deliver results that exceed client expectations. Suzy recognizes the significance of meeting deadlines and works diligently to complete each task effectively, enabling clients to concentrate on their core objectives. Whether managing complex projects or providing daily support, her commitment to excellence and efficiency has established her as a reliable partner in helping clients pursue their financial goals.
A native of Kitsap County, Suzy resides in Silverdale with her husband, Travis, and enjoys spending time with her two grown sons. Outside of work, she finds joy in outdoor activities such as hiking and kayaking, visiting wineries, and traveling whenever possible.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
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. 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.
Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4128178 1/25
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1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
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.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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.
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.
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)
