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In today’s complex environment, there are often many reasons to seek financial guidance. With nearly 150 years of combined industry experience, we, The Elliott Bay Group at Morgan Stanley, are a full-service advisory team providing financial planning, investment, risk management and lending solutions. As a premier investment advisory group, we focus on delivering sound advice, coupled with exceptional service and support. We encourage you to contact us, to schedule a complimentary meeting to explore any of our services, at 206.628.4400.  Thank you.
Services Include
  • Wealth Management1
  • Professional Portfolio Management2
  • Financial Planning3
  • Retirement Planning4
  • Planning for Education Funding5
  • Estate Planning Strategies6
  • Divorce Financial Analysis7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 628-4400(206) 628-4400
Toll-Free:
(800) 426-7837(800) 426-7837

Meet The Elliott Bay Group

Photo of Kim R Williams

Kim R Williams

Senior Vice President, Financial Advisor, Senior Investment Management Consultant

Phone:
(206) 344-3541(206) 344-3541

About Me

David is a true Seattle native born in Bellevue, WA. He and his wife, Megan have three children, James, Holly and Brooke, and reside in Kirkland, WA. David joined Morgan Stanley in 2000 after starting his financial services career in 1995. Growing up on the Eastside, David was raised with a strong work ethic with his father and uncle at Gardner Distributing (1989-1995). David holds a bachelor’s degree in business from Washington State University and completed his CFP® designation in 2003.

David is an active member in the Kirkland community. He is currently serving on the Lake Washington High School Gridiron Board, and has previously served on the Kirkland American Little League Board for 4 years. He has coached football, basketball and is now coaching youth softball. David and his family enjoy traveling, going to Seahawks and Mariner games, and are members of the Mariners RBI Club.
Securities Agent: WA, WY, WI, VA, TX, RI, OR, OH, NY, NV, NM, NJ, NC, MT, ME, MD, MA, IN, IL, ID, HI, GA, FL, DC, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1398702

About Me

John Jacobs is a First Vice President / Senior Portfolio Manager for Morgan Stanley in Seattle, Washington. John began his career as an intern in the research department for the local investment firm of Foster and Marshall in the late 70’s while still in college.  John graduated from Washington State University with a BA in Accounting and Finance with grand plans to be a CPA. John rejoined Foster and Marshall in 1984; Foster and Marshall was once owned by American Express, which morphed into Shearson American Express, Shearson Lehman Brothers, and Shearson Lehman Hutton and so on until becoming part of Smith Barney. Smith Barney was eventually sold to Morgan Stanley where John remains today with an archive of multiple business cards but with the same phone number for over 33 years!

John has been married most of those 33 years to wife Kristie and has two daughters; daughter Amy is a physical therapy assistant/personal trainer in Vancouver, Washington. Daughter Hannah is a Doctor of Occupational Therapy and lives in Phoenix, Arizona.

John has always enjoyed and taken advantage of the many education opportunities available to Financial Advisors. John got involved with the Investments & Wealth Institute® several years ago and pursued a graduate certificate as a Certified Private Wealth Advisor (CPWA®); following the CPWA® designation John has completed graduate certificates in both Retirement Planning and Portfolio Management. John earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and is a Master Planner of Advanced Studies (MPAS®) designee.
Securities Agent: WA, TX, WY, WI, VA, OR, NY, NV, NM, NJ, NC, ME, MD, MA, IN, IL, ID, HI, GA, FL, DC, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1279321

About Me

Michelle began her career as a financial advisor at Morgan Stanley* in 2005. She focuses on new and existing client development. In addition, she spends her time working with current clients to help implement their financial planning strategies. Michelle graduated from Gonzaga University with a B.A. in Communications. She is a native Washingtonian, and enjoys all the state has to offer, even the rain! She enjoys spending her free time traveling, running, mentoring Gonzaga students, and volunteering for non-profit organizations. She’s a member of Washington Women’s Foundation.
Securities Agent: WA, WY, WI, VA, TX, PA, OR, NY, NV, NM, NJ, NC, MN, ME, MD, MA, IN, IL, ID, HI, GA, FL, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative

About Me

Kim has over 36 years of experience in the investment advisory industry. He has spent his entire career as a financial advisor at Morgan Stanley and its predecessors, and still retains the phone number assigned to him in 1982. He enjoys building lifelong relationships with his clients, and partners with them to help them navigate their financial and life goals. 

Kim is a Portfolio Management Director in the Portfolio Management Group, and a former 2 term member of the Morgan Stanley Director’s Advisory Council. He is a native Washingtonian, hailing from Bellingham and enjoys saltwater fishing and boating in the San Juans. He is married to Cindy, and together they have 8 children and 6 grandchildren.

Kim and Cindy are also charter members of HEADstrong, a not for profit organization helping children with traumatic brain injuries.
Securities Agent: WA, WY, WI, VA, TX, OR, OH, NY, NV, NM, NJ, NC, ME, MD, MA, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1265158

About Me

Valerie brings over a quarter of a century of industry experience with a strong customer focus. She began her career in the operations department at Merrill Lynch in 1989.  She then went on to work for a local RIA, for four years, prior to joining Morgan Stanley* in March 2011. She holds the Series 7 and 66 securities licenses. Valerie is proud to call herself a Northwest native.  She and her husband, Mark, live in the greater Seattle area, with their pack of rescued pit bulls.  In her spare time, Valerie enjoys spending time outdoors, hiking, canoeing, gardening, and creating greeting cards. Valerie's primary role on the team, is to handle the day to day operations for the group.

About Me

Eric has worked in the financial services industry for 17 years and for Morgan Stanley for the last 12 years.  He is a financial planning associate and senior registered client services associate.   Eric is available to answer any questions or concerns regarding new accounts, online access, account administration, funds transfers, banking, lending, and cash management.  Eric holds Series 7, 63 and insurance licenses.  

Born in Texas, Eric moved to Seattle in 1985.  He has two children and spends most of his free time on the sidelines of youth sports, hanging out with family and friends, and exploring the parks and campgrounds of the Pacific Northwest.  When he’s not coaching his kids’ games, he can be found cheering for the Seahawks, Sounders and Mariners. 

Eric can be reached at (206) 344-2419 or via email at eric.j.shulda@morganstanley.com.
Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The 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
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Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Ready to start a conversation? Contact The Elliott Bay Group today.
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1Morgan 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 legal matters.

2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

3Morgan 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.

4Morgan 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 legal matters.

5Morgan 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 legal matters.

6Morgan 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.

7Morgan 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 legal matters.

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