Caryn Alles
Executive Director,
Financial Advisor,
Portfolio Manager
Direct:
(503) 243-5667(503) 243-5667
Toll-Free:
(800) 959-4881(800) 959-4881
My Mission Statement
We offer the resources of one of the world’s largest wealth management platforms, paired with deeply personal financial guidance.
Bringing Your Financial Life into Focus
Caryn Alles first saw how overwhelming financial decisions could become while sitting alongside her grandmother. When her grandfather passed away, her grandmother was suddenly left to manage accounts, paperwork, and financial decisions she had never handled on her own. Caryn saw firsthand how difficult that experience was, and it left a lasting impression. It also helped shape her belief that no family should feel unprepared or unsupported when life takes an unexpected turn.
Today, as a partner of the PacWest Group, Caryn brings that perspective to the families she serves. She leads the investment side of each client's financial plan, building portfolios around their individual needs and regularly reviewing investments to ensure they continue to serve their intended purpose. Just as importantly, she believes everyone affected by a financial plan should understand it, including a spouse who may not have traditionally handled the family's finances. She also works alongside clients' tax and legal professionals to help bring the various pieces of their financial lives together.
Caryn has more than 20 years of experience with Morgan Stanley,* concentrating on asset allocation, investment manager selection, and financial planning for families, business owners, and foundations. She holds a B.S. in Marketing and Management from Portland State University.
Caryn and Aaron, her husband of more than two decades, live in Happy Valley and have enjoyed watching their son grow into adulthood. Their church community is an important part of their lives, and Caryn enjoys serving as board secretary, helping lead the church's teen summer camp alongside a dedicated team, and running sound for weekly services. Outside of work and church, she's happiest in the kitchen, sharing a good bottle of wine from her collection, and gathering family and friends around the table.
Caryn's goal is simple: to help clients feel informed, prepared, and comfortable knowing someone is paying attention to the details.
References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Securities Agent: HI, MD, GA, AZ, NM, KY, WY, WA, UT, TN, OK, OH, NV, NE, LA, CA, TX, SC, IL, WI, PA, OR, MT, MO, MI, DC, MA, ID, IN, CO, NY, MN, FL, KS, VA, NJ, NC, IA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2268595
NMLS#: 2268595
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
A Disciplined Process Focused On You
The PacWest Group believes creating a path for financial success begins with understanding your values, priorities and aspirations. Together, we work to define what is most important to you and your family, then develop a personalized strategy to assist you strive towards your goals. Through each step in our process, we provide objective advice to construct a plan that is most appropriate for your needs.
Step 1: Get To Know Each Other
• Listen carefully to understand what is important to you, your family and your legacy
• Identify circumstances unique to your personal situation
• Discuss investment concepts and provide details on our investment philosophy
• Identify circumstances unique to your personal situation
• Discuss investment concepts and provide details on our investment philosophy
Step 2: Assess Your Finances
• Gather important data, documents and financial statements
• Review the information collected to ensure data is accurate
• Analyze your current investments and cash management strategies
• Review the information collected to ensure data is accurate
• Analyze your current investments and cash management strategies
Step 3: Develop Your Plan
• Develop a plan tailored to your goals, utilizing proprietary tools and insights from Morgan Stanley, such as the Wealth Strategies Analysis (WSA Tool)
• Incorporate Strategies
• Present our recommendations along with key action steps
• Incorporate Strategies
• Present our recommendations along with key action steps
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as intended
• Set up tools to provide convenient access to your documents
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as intended
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to discuss progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Digital technology is centered on how people communicate, consume, transact and travel. Morgan Stanley's suite of Modern Wealth Management Tools enables advisors to provide more tailored and comprehensive advice, allowing for a more in-depth view of a client's financial life to be taken.
Morgan Stanley Online (MSO)
Morgan Stanley Online allows you to conveniently and securely manage your account online or on your mobile device.
Learn More or Log In
Total Wealth View
With Total Wealth View, we have the ability to view all of your assets together, linking your information from accounts at other financial institutions directly to Morgan Stanley Online, enables us to provide advise with a more complete view of your financial.
Total Wealth View
Digital Vault
Keeping important documents and financial records organized and readily available is one of the most important things you can do. The Digital Vault allows you to build a central and shared document library where all documents are stored using encryption.
Digital Vault
eSign
eSign is an alternative to the traditional means of obtaining signatures from clients. To utilize eSign, all you need is a valid email address and phone number.
Learn MoreMorgan Stanley Research and Publications
Morgan Stanley helps to make complex financial ideas more digestible so that our clients understand what is being done on their behalf for their financial future and why. The links below provide material on topics that are affecting the world of business.
The PacWest Group's Monthly Newsletter
Click the link below to view a monthly newsletter from our team!
View Newsletter
The GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Latest GIC
On the Markets
Detailed Market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Report
How to Handle Volatility
The markets have experienced increased volatility lately. Learn more about why investors should focus on the long game.
Learn MoreClient Service Team
Ryan Coussens - Registered Client Service Associate
Phone:
(503) 221-7620(503) 221-7620
Ryan Coussens
Client Service Associate
Ryan has 15 years of industry experience and has held various roles including Client Service Associate, Wealth Strategy Associate, and Financial Advisor. Ryan brings a wealth of knowledge, experience, and a commitment to outstanding service.
Ryan has been deeply engaged in alpine ski coaching, teaching all ages and ability levels for Mt. Hood Meadows and holds a PSIA level III & Child Specialist II certification as well as a level 100 through US Ski & Snowboard. In addition to ski coaching, Ryan managed the Mazama Lodge in Government Camp and has co-managed Cascade Ski Club. He brings with him a passion for the outdoors and loves white water rafting, hiking, backpacking, and mountaineering. Ryan also has a passion for wild culinary mushroom foraging.
Ryan's significant skills and experience make him a great fit for our clients and team.
Client Service Associate
Ryan has 15 years of industry experience and has held various roles including Client Service Associate, Wealth Strategy Associate, and Financial Advisor. Ryan brings a wealth of knowledge, experience, and a commitment to outstanding service.
Ryan has been deeply engaged in alpine ski coaching, teaching all ages and ability levels for Mt. Hood Meadows and holds a PSIA level III & Child Specialist II certification as well as a level 100 through US Ski & Snowboard. In addition to ski coaching, Ryan managed the Mazama Lodge in Government Camp and has co-managed Cascade Ski Club. He brings with him a passion for the outdoors and loves white water rafting, hiking, backpacking, and mountaineering. Ryan also has a passion for wild culinary mushroom foraging.
Ryan's significant skills and experience make him a great fit for our clients and team.
John Donnelly - Registered Client Service Associate
Phone:
(503) 221-7609(503) 221-7609
John Donnelly
Registered Client Service Associate
John graduated from UCLA with a B.A. in Philosophy and was a member of the UCLA Men’s rowing Team. His love for coaching led him to serve as a volunteer assistant coach at UCLA and later at the Lake Oswego Rowing Club. Prior to joining Morgan Stanley John worked in private banking. In his free time, John enjoys cooking, cycling, and spending time with his family which includes two rambunctious cats.
Registered Client Service Associate
John graduated from UCLA with a B.A. in Philosophy and was a member of the UCLA Men’s rowing Team. His love for coaching led him to serve as a volunteer assistant coach at UCLA and later at the Lake Oswego Rowing Club. Prior to joining Morgan Stanley John worked in private banking. In his free time, John enjoys cooking, cycling, and spending time with his family which includes two rambunctious cats.
Brianne Leeman - Client Service Associate
Brianne Leeman
Client Service Associate
Brianne brings a heart for service and over a decade of leadership experience to the PacWest Group. With five years of teaching experience, she understands the importance of clear communication, thoughtful organization, and helping others feel supported and confident.
She thrives on building relationships, keeping operations running smoothly, and creating an exceptional client experience.
Outside of work, Brianne enjoys cooking, baking, and making special memories with her granddaughter.
Client Service Associate
Brianne brings a heart for service and over a decade of leadership experience to the PacWest Group. With five years of teaching experience, she understands the importance of clear communication, thoughtful organization, and helping others feel supported and confident.
She thrives on building relationships, keeping operations running smoothly, and creating an exceptional client experience.
Outside of work, Brianne enjoys cooking, baking, and making special memories with her granddaughter.
Location
760 SW 9th Ave
Ste 2100
Portland, OR 97205
US
Direct:
(503) 243-5667(503) 243-5667
Toll-Free:
(800) 959-4881(800) 959-4881
Fax:
(971) 407-4771(971) 407-4771
Wealth Management
Global Investment Office
Portfolio Insights
This is a video content
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.
Ready to start a conversation? Contact Caryn Alles today.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
