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2727 Hollycroft
Suite 330
Gig Harbor, WA 98335
(253) 858-4401(253) 858-4401
(800) 714-7989(800) 714-7989

Meet The Evergreen Harbor Group

Photo of Alana M. Banford

Alana M. Banford

Senior Registered Associate

About Me

Rick started his financial advisory career with Merrill Lynch in 1997 and was recruited to join Morgan Stanley in 2001. Rick formed the Evergreen Harbor Group at Morgan Stanley shortly thereafter.  Rick works with affluent families and individuals, and focuses his wealth management knowledge and experience in financial planning, asset allocation strategies and portfolio management.  Prior to his financial advisory career, Rick worked in his family’s trucking and warehousing business in Tacoma with responsibilities in sales, finance and facilities management.  

Rick graduated from Washington State University in 1988 where he earned a Bachelor’s Degree in Business Administration with an emphasis in Finance, Economics and Accounting.   He holds a Series 7 for General Securities, a Series 31 for Managed Futures, a Series 66 for Uniform Securities Agent State Law Exam and Investment Advisory Agent, and Life Insurance and Long-Term Care insurance licenses.

Rick lives in Gig Harbor and his daughter, Taylor, attends WSU.  Rick enjoys snow skiing, fitness, boating, fishing, tennis and travelling.  He also enjoys volunteering and supporting philanthropic organizations such as the YMCA, Salvation Army, Kiwanis Club of Tacoma, Hope on the Slopes, WSU Alumni Association and the Alpha Tau Omega Alumni Association.
Securities Agent: WA, VA, TX, OR, NY, NM, NC, MT, MO, MI, ME, MA, IN, IL, ID, HI, GA, FL, CO, CA, AZ, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1383182

About Me

John started his career in 2006 the Silverdale, WA office of Smith Barney prior to moving to Gig Harbor to merge his practice with the Evergreen Harbor Group in 2009. John was raised in Bremerton and completed his BBA in Finance from the University of Portland.  

He recently married Angela and they are making their home in Tacoma.  In his free time John enjoys running, cycling, golf as well as local and international soccer.  He is also involved in youth development through the arts, currently as Treasurer of the board of directors for Hilltop Artists in Tacoma.
Securities Agent: WA, WI, VA, UT, TX, OR, NY, NV, NM, NC, MT, MO, MI, ME, MA, IN, IL, ID, HI, GA, FL, CO, CA, AZ, AL, AK; General Securities Representative; Investment Advisor Representative

About Me

Since 1998 Scott has helped clients create, preserve and transfer wealth by utilizing a disciplined and comprehensive wealth management process based on each client’s unique goals, tolerance for risk and time horizon. In addition to industry licenses 7, 63 and 65, Scott holds an Accredited Wealth Manager designation from The Estate and Wealth Strategies Institute at Michigan State University. Prior to his career in financial services Scott owned and operated a wholesale distribution company, headquartered in Tacoma, WA

Scott attended the University of Puget Sound and graduated in 1975 with a BS in Business Administration. While at UPS he was on the varsity ski and golf teams. In 2013 he achieved a Master’s Degree in Counseling Studies from Capella University. 

Scott currently lives in Gig Harbor, WA with his wife, Cindy. They have two married sons and two grandchildren also living in Gig Harbor. Family is very important to Scott and the financial security of his clients and their families is a primary focus of his advisory practice.
Securities Agent: WA, TX, VA, UT, OR, NY, NM, NC, MT, MO, MI, ME, MA, IN, ID, HI, GA, FL, CO, CA, AZ, AL, AK; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1412067

About Me

Tel: 253-858-4492
Email: alana.Banford@morganstanley.com

Alana joined Morgan Stanley and its predecessors in 1985. She has worked in every aspect of operations serving as Wire Operator, Cashier, Assistant Operations Manager and Branch manager’s Assistant. She holds a Series 7 license for General Securities, Series 63-Unifirom Securities Agent State law Exam, Series 9 and Series 10 for General Securities.

Alana joined the Evergreen Harbor Group in 2001 and is a Senior Registered Associate providing administrative services to the clients of Evergreen Harbor Group at Morgan Stanley. Clients enjoy interacting with Alana because of her positive attitude and administrative efficiency.

Alana and her husband have been active residents of Eatonville, WA for over 30 years and enjoy spending time with their 3 granddaughters.
Investment and Market Perspectives

On the Markets


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
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  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.


Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
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  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

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.


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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.


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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Evergreen Harbor Group today.
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