Brian R Acarregui
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director, Alternative Investments Director
Phone:
(206) 343-2924(206) 343-2924
The Northwest Compass Group at Morgan Stanley
Our Mission Statement
Our team offers a unique combination of experience, resources, and personalized service to help our clients achieve financial success and confidence in their financial future
Our Story and Services
The Northwest Compass Group
We are a dedicated team of professionals committed to providing a personalized and meaningful approach to managing your wealth.
Together, we employ a range of wealth management and advising services. Our comprehensive practice helps ensure we address not only your investments, but many other important financial issues affecting you and your family.
We work with our clients to create highly personalized wealth plans and custom-designed investment strategies, a testament to our philosophy that every client is treated like our only client. We take great pride in developing a close relationship with you, which helps to facilitate a deep and thorough understanding of your specific needs and concerns.
As a client of The Northwest Compass Group, you will have the broad knowledge and guidance of our entire team working in concert for you – helping you navigate the uncertainties and complexities of planning for your future in today’s global financial markets.
If you would like to learn more about how The Northwest Compass Group can help you navigate your financial future, please reach out to us through the contact information above.
Please see 'Experience' to learn more about The Northwest Compass Group.
We are a dedicated team of professionals committed to providing a personalized and meaningful approach to managing your wealth.
Together, we employ a range of wealth management and advising services. Our comprehensive practice helps ensure we address not only your investments, but many other important financial issues affecting you and your family.
We work with our clients to create highly personalized wealth plans and custom-designed investment strategies, a testament to our philosophy that every client is treated like our only client. We take great pride in developing a close relationship with you, which helps to facilitate a deep and thorough understanding of your specific needs and concerns.
As a client of The Northwest Compass Group, you will have the broad knowledge and guidance of our entire team working in concert for you – helping you navigate the uncertainties and complexities of planning for your future in today’s global financial markets.
If you would like to learn more about how The Northwest Compass Group can help you navigate your financial future, please reach out to us through the contact information above.
Please see 'Experience' to learn more about The Northwest Compass Group.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Experience
The Northwest Compass Group offers a combination of experience, knowledge, resources and highly personalized service. With over 160 combined years of experience in the financial service industry, our team of seven Financial Advisors and six supporting colleagues manage over $4 billion in assets.*
The Northwest Compass group formed in 2009, when our five partners combined their practices to create the team. Each of our advisors performs a specific function. Working as a team, we combine our skills to create a comprehensive service. Our fields of experience include equity portfolio management, fixed income portfolio management, financial planning, annuities and insurance products, separately managed accounts, alternative investment analysis, and wealth transfer strategies. Our depth of experience allows us to provide service and support designed to help consistently meet, if not exceed, your expectations every step along the way.
Please see Working With You to learn how we can work together.
*As of October 30, 2024
The Northwest Compass group formed in 2009, when our five partners combined their practices to create the team. Each of our advisors performs a specific function. Working as a team, we combine our skills to create a comprehensive service. Our fields of experience include equity portfolio management, fixed income portfolio management, financial planning, annuities and insurance products, separately managed accounts, alternative investment analysis, and wealth transfer strategies. Our depth of experience allows us to provide service and support designed to help consistently meet, if not exceed, your expectations every step along the way.
Please see Working With You to learn how we can work together.
*As of October 30, 2024
Working With You
If you’re like most investors, you have many financial goals. Given the complexity of today’s economic and financial landscape, achieving these objectives requires an experienced investment team with in-depth knowledge and resources, as well as a total commitment to your personal and business needs.
Regardless of where you are in the investment lifecycle, no matter what you seek to achieve, we will listen and gain an understanding of your unique financial situation and what is important to you, in order to help you reach your financial goals. Our goal is to make you feel confident in your financial future.
Additionally, we utilize our strong network of numerous professionals, such as investment bankers, attorneys, estate planners, lending and insurance professionals, certified public accountants, and philanthropic experts, and work with your current trusted advisors, to help you simplify and ensure all matters of your financial state are addressed.
Please see Financial Planning and Investment Management to hear more about how our process can help you.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Regardless of where you are in the investment lifecycle, no matter what you seek to achieve, we will listen and gain an understanding of your unique financial situation and what is important to you, in order to help you reach your financial goals. Our goal is to make you feel confident in your financial future.
Additionally, we utilize our strong network of numerous professionals, such as investment bankers, attorneys, estate planners, lending and insurance professionals, certified public accountants, and philanthropic experts, and work with your current trusted advisors, to help you simplify and ensure all matters of your financial state are addressed.
Please see Financial Planning and Investment Management to hear more about how our process can help you.
Disclaimer:
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Process
Financial Planning and Portfolio Management
We employ an extensive discovery process designed to provide us with a complete and thorough understanding of your total financial situation and your specific short and long term goals. In this discussion, we help address areas of your financial life that go well beyond traditional investments. Equally important, we seek to provide diverse recommendations for helping build, preserve and pass wealth to the next generation.
Starting with a “top down” strategy, we apply a disciplined approach to help determine the most appropriate and complete financial solution for your goals. Working with you, we begin by gaining a strong understanding of your goals, risk tolerance, and lifestyle objectives, providing us with a solid foundation on which to build a practical, multi-faceted personalized plan.
From there, we create a macro asset allocation strategy, and identify specific investments tailored to your needs. Once we have designed your plan, together we will review it in detail, answer questions, and make any adjustments before implementation. After your plan is in place, we will continually assess your allocation and rebalance as market conditions may dictate or your unique needs and goals change, and evaluate your success together based on your ability to meet and exceed your goals.
Please see Location to learn how you can contact us about your financial future today.
We employ an extensive discovery process designed to provide us with a complete and thorough understanding of your total financial situation and your specific short and long term goals. In this discussion, we help address areas of your financial life that go well beyond traditional investments. Equally important, we seek to provide diverse recommendations for helping build, preserve and pass wealth to the next generation.
Starting with a “top down” strategy, we apply a disciplined approach to help determine the most appropriate and complete financial solution for your goals. Working with you, we begin by gaining a strong understanding of your goals, risk tolerance, and lifestyle objectives, providing us with a solid foundation on which to build a practical, multi-faceted personalized plan.
From there, we create a macro asset allocation strategy, and identify specific investments tailored to your needs. Once we have designed your plan, together we will review it in detail, answer questions, and make any adjustments before implementation. After your plan is in place, we will continually assess your allocation and rebalance as market conditions may dictate or your unique needs and goals change, and evaluate your success together based on your ability to meet and exceed your goals.
Please see Location to learn how you can contact us about your financial future today.
Location
601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 343-2924(206) 343-2924
Toll-Free:
(800) 426-7837(800) 426-7837
Meet The Northwest Compass Group
Michael B Healey
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(206) 628-4415(206) 628-4415
Brian C Oliger, CFP®
Executive Director, Wealth Management, Financial Advisor, Family Wealth Director
Phone:
(206) 628-4408(206) 628-4408
Russell Schmidtke
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(206) 628-4877(206) 628-4877
Justin J. Carpenito, CFP®, CIMA®, CPWA®
Senior Vice President, Financial Advisor, Executive Financial Services Director, Certified Private Wealth Advisor®, Portfolio Manager
Phone:
(206) 343-2936(206) 343-2936
John Scott, CFA
Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(206) 628-4435(206) 628-4435
Senior Vice President, Financial Advisor, Portfolio Management Director, Insurance Planning Director, Branch Manager
Phone:
(360) 613-1975(360) 613-1975
Phone:
(253) 597-7597(253) 597-7597
Tricia Komen
Portfolio Management Associate
Phone:
(206) 628-4432(206) 628-4432
Valerie Wilson
Portfolio Associate
Phone:
(206) 628-4892(206) 628-4892
McKenna Wall
Wealth Management Associate, Assistant Vice President, Financial Planning Associate
Phone:
(206) 628-4405(206) 628-4405
Tammy White
Group Director, Vice President
Phone:
(206) 343-2937(206) 343-2937
Julie Wong
Registered Client Service Associate
Phone:
(206) 344-2405(206) 344-2405
About Brian R Acarregui
Brian is a portfolio manager for The Northwest Compass Group. He is primarily focused on the capital markets, including research, investment strategy, portfolio construction in addition to maintaining client relationships.
Brian is a Senior Portfolio Management Director for Morgan Stanley, a title awarded to the most senior portfolio managers in the firm. He has been managing portfolios for more than 29 years at Morgan Stanley.*
Brian is a member of the 2023 Chairman’s Club at Morgan Stanley. In 2012 and 2013, Barron’s Magazine named him one of the Top Financial Advisors in the state of Washington and Top 1,000 in the United States. From 2014-2023 Brian was named to Barron’s Top 1,200 in the United States. Forbes Magazine named Brian to their inaugural list of America’s Best-in-State Wealth Advisors in February 2018 as well as 2019-2024.
He received his undergraduate degree from The University of Washington with a Bachelor of Arts in Business Administration. He also received a Master of Business Administration, with Honors, from the University of Chicago Booth School of Business with concentrations in finance and accounting.
Brian and his wife have three daughters. When he isn’t working, Brian enjoys reading, skiing, golfing, volunteer work and spending time with his family and friends.
*Includes predecessor firms.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Brian is a Senior Portfolio Management Director for Morgan Stanley, a title awarded to the most senior portfolio managers in the firm. He has been managing portfolios for more than 29 years at Morgan Stanley.*
Brian is a member of the 2023 Chairman’s Club at Morgan Stanley. In 2012 and 2013, Barron’s Magazine named him one of the Top Financial Advisors in the state of Washington and Top 1,000 in the United States. From 2014-2023 Brian was named to Barron’s Top 1,200 in the United States. Forbes Magazine named Brian to their inaugural list of America’s Best-in-State Wealth Advisors in February 2018 as well as 2019-2024.
He received his undergraduate degree from The University of Washington with a Bachelor of Arts in Business Administration. He also received a Master of Business Administration, with Honors, from the University of Chicago Booth School of Business with concentrations in finance and accounting.
Brian and his wife have three daughters. When he isn’t working, Brian enjoys reading, skiing, golfing, volunteer work and spending time with his family and friends.
*Includes predecessor firms.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2014-2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2023). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: FL, TX, SC, WA, PA, OH, MD, NV, ID, GA, CT, AZ, NM, HI, DC, MT, MI, AR, AK, WY, OK, NC, MS, CA, VT, NH, DE, CO, UT, TN, NY, NE, KY, IL, VA, OR, MN, ME, MA, KS, IN, WI, WV; General Securities Representative; Investment Advisor Representative
NMLS#: 1262273
NMLS#: 1262273
About Michael B Healey
Mike is a Senior Portfolio Management Director for Morgan Stanley, directing the team’s separately managed account and alternative investment programs as well as providing leadership on client relationship management. Mike is also integrally involved in the development and oversight of the team’s asset allocation strategies and directs the team’s third-party investment manager research.
Mike was again selected as a member Morgan Stanley's President Club for 2022. Forbes magazine named Mike to their inaugural list of America's Best-in-State Wealth Advisors in February 2018 and again in 2019-2024.
Mike studied economics at Georgetown University and graduated with a Bachelor of Arts degree in business and accounting from the University of Puget Sound. Mike served as governmental affairs manager for a large regional business association and then spent 12 years as a key accounts relationship manager for a prominent regional printing and data management firm before joining Morgan Stanley in 2001.
Mike and his wife have two sons. He enjoys spending time with his family, is an avid sports fan, and enjoys travel, hiking and gardening.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Mike was again selected as a member Morgan Stanley's President Club for 2022. Forbes magazine named Mike to their inaugural list of America's Best-in-State Wealth Advisors in February 2018 and again in 2019-2024.
Mike studied economics at Georgetown University and graduated with a Bachelor of Arts degree in business and accounting from the University of Puget Sound. Mike served as governmental affairs manager for a large regional business association and then spent 12 years as a key accounts relationship manager for a prominent regional printing and data management firm before joining Morgan Stanley in 2001.
Mike and his wife have two sons. He enjoys spending time with his family, is an avid sports fan, and enjoys travel, hiking and gardening.
2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Securities Agent: OH, CA, WY, VA, IN, ID, DC, AR, AK, WV, NC, MT, MN, MI, KS, UT, TN, PA, NE, MS, HI, CT, WA, NM, AZ, VT, OR, NY, NV, IL, GA, FL, CO, WI, ME, MD, MA, DE, TX, KY, NH, SC, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279455
NMLS#: 1279455
About Brian C Oliger
Brian is the managing partner for The Northwest Compass Group, overseeing the operational functions of the team. Additionally, Brian leads all facets of financial planning for the Northwest Compass Group and works closely with clients on the development, implementation and ongoing updates to their personalized family wealth plan.
Brian is a Family Wealth Director, an elite designation held by approximately 4% of Morgan Stanley Financial Advisors as of February 2021 and qualifies the Northwest Compass Group to address the unique needs of high net worth families. Additionally, he is a Certified Financial Planner (CFP ) a highly regarded distinction within the financial services industry. Forbes Magazine named Brian to their list of America’s Best-in-State Wealth Advisors in 2024.
Brian began his career as a Financial Advisor in 1993 and has been with Morgan Stanley for more than a decade. He graduated with a Bachelor of Science degree in business and finance from Central Washington University.
Brian has been married to his wife Lydia for over 25 years and they have three children. He enjoys spending his free time jogging, playing tennis, and watching his children play soccer.
Brian is a member of the 2021 Masters Club at Morgan Stanley.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based on time period from 2022-2024.
Brian is a Family Wealth Director, an elite designation held by approximately 4% of Morgan Stanley Financial Advisors as of February 2021 and qualifies the Northwest Compass Group to address the unique needs of high net worth families. Additionally, he is a Certified Financial Planner (CFP ) a highly regarded distinction within the financial services industry. Forbes Magazine named Brian to their list of America’s Best-in-State Wealth Advisors in 2024.
Brian began his career as a Financial Advisor in 1993 and has been with Morgan Stanley for more than a decade. He graduated with a Bachelor of Science degree in business and finance from Central Washington University.
Brian has been married to his wife Lydia for over 25 years and they have three children. He enjoys spending his free time jogging, playing tennis, and watching his children play soccer.
Brian is a member of the 2021 Masters Club at Morgan Stanley.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2022-2024) Data compiled by SHOOK Research LLC based on time period from 2022-2024.
Securities Agent: CA, GA, VA, MT, MA, WI, UT, KS, ID, AZ, WV, IN, HI, FL, DE, WA, VT, TX, NY, NH, CT, OK, NE, NC, MS, CO, PA, OR, DC, MI, IL, AR, VI, TN, SC, NV, NM, MN, ME, KY, AK, WY, OH, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 1279055
NMLS#: 1279055
About Russell Schmidtke
Russ is a Senior Vice President and Financial Planning Specialist. He is primarily focused on client relationship management, financial planning, asset allocation strategies and mutual fund research. Additional team responsibilities include overseeing educational funding projections and insurance and annuity analysis.
Russ graduated from the University of Washington with a B.A. degree in political science with an emphasis in economics. He also played varsity baseball for the Huskies. He has been at Morgan Stanley for over 20 years. Prior to joining Morgan Stanley, Russ spent 10 years working for the central nervous system division of a major pharmaceutical company.
As a former college baseball player, Russ is a passionate college athletics fan. He enjoys spending time with his wife and their two children and, when time allows, plays golf and travels.
Russ graduated from the University of Washington with a B.A. degree in political science with an emphasis in economics. He also played varsity baseball for the Huskies. He has been at Morgan Stanley for over 20 years. Prior to joining Morgan Stanley, Russ spent 10 years working for the central nervous system division of a major pharmaceutical company.
As a former college baseball player, Russ is a passionate college athletics fan. He enjoys spending time with his wife and their two children and, when time allows, plays golf and travels.
Securities Agent: NY, CA, WI, ME, IL, KY, DE, VA, MS, MI, MD, TX, PA, WV, NE, FL, CO, AR, UT, OR, NV, NC, MT, VT, MN, IN, ID, AZ, WY, WA, TN, SC, MA, HI, GA, AK, KS, OH, NM, NH, OK, DC, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1274650
NMLS#: 1274650
About Justin J. Carpenito
Education
Justin holds a degree in Business Administration with a concentration in Finance from Seattle Pacific University. He completed graduate-level programs in Investment Management and Wealth Management Theory at the Yale School of Management and earned a graduate certificate of Topics in Human Behavior from Harvard. He is in the final semester of earning a Master of Liberal Arts in Psychology, extension studies at Harvard University.
Credentials
Justin is an Executive Financial Services Director and carries the Certified Financial PlannerTM (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Investment Management Analyst® (CIMA®) designations.
Experience
Since 1999, Justin has guided families in financial planning and investment management. He held leadership roles at Morgan Stanley, including Complex Business Development Manager, and National Business Development Council member. Justin is the managing partner of The Northwest Compass Group at Morgan Stanley, which manages over $4 billion in assets.
Professional & Community Involvement
Justin is active in professional organizations, including Harvard Alumni Entrepreneurs and the Investments & Wealth Institute. His community contributions include being a former member of Rotary International, a sponsorship member for the Seattle Chapter of the Entrepreneurs’ Organization and serving in leading board positions for The Boys & Girls Club, the Chamber of Commerce, and Eastside Runners.
Personal Details
As an avid runner, Justin completed nearly 30 marathons and ultramarathon (50-mile) distance events. Justin has been married for 23 years and has three teenage sons.
Justin holds a degree in Business Administration with a concentration in Finance from Seattle Pacific University. He completed graduate-level programs in Investment Management and Wealth Management Theory at the Yale School of Management and earned a graduate certificate of Topics in Human Behavior from Harvard. He is in the final semester of earning a Master of Liberal Arts in Psychology, extension studies at Harvard University.
Credentials
Justin is an Executive Financial Services Director and carries the Certified Financial PlannerTM (CFP®), Certified Private Wealth Advisor® (CPWA®), and Certified Investment Management Analyst® (CIMA®) designations.
Experience
Since 1999, Justin has guided families in financial planning and investment management. He held leadership roles at Morgan Stanley, including Complex Business Development Manager, and National Business Development Council member. Justin is the managing partner of The Northwest Compass Group at Morgan Stanley, which manages over $4 billion in assets.
Professional & Community Involvement
Justin is active in professional organizations, including Harvard Alumni Entrepreneurs and the Investments & Wealth Institute. His community contributions include being a former member of Rotary International, a sponsorship member for the Seattle Chapter of the Entrepreneurs’ Organization and serving in leading board positions for The Boys & Girls Club, the Chamber of Commerce, and Eastside Runners.
Personal Details
As an avid runner, Justin completed nearly 30 marathons and ultramarathon (50-mile) distance events. Justin has been married for 23 years and has three teenage sons.
Securities Agent: WI, MI, DC, VA, NE, MO, MD, IL, ID, NY, AZ, NH, HI, OK, NM, IN, WY, VT, ME, MA, AK, SC, NV, MS, FL, DE, CA, WA, UT, TX, TN, OR, NC, KY, CT, KS, WV, MT, CO, AR, PA, OH, MN, GA; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1377875
NMLS#: 1377875
About John Scott
As a member of the Northwest Compass Group, John plays an important role in the formulation of our macro investment themes and portfolio investment strategies, research initiatives and analysis, and asset allocation models. As a Chartered Financial Analyst (CFA) with global investment experience, John brings deep and broad investment analysis, portfolio management, and capital markets knowledge.
John graduated from University of Washington with a BA in Business Administration. He received a Master of Business Administration from the University of Chicago Booth School of Business, with a concentration in Finance.
John grew up in the Seattle area and graduated from high school in Tacoma. He is an avid runner, having completed close to 40 marathons and ultramarathons – the longest being 100 miles – in the last several years. Other than running, John enjoys traveling, and he hopes to join The Travelers’ Century Club someday. John is a US Marine Corps veteran.
John graduated from University of Washington with a BA in Business Administration. He received a Master of Business Administration from the University of Chicago Booth School of Business, with a concentration in Finance.
John grew up in the Seattle area and graduated from high school in Tacoma. He is an avid runner, having completed close to 40 marathons and ultramarathons – the longest being 100 miles – in the last several years. Other than running, John enjoys traveling, and he hopes to join The Travelers’ Century Club someday. John is a US Marine Corps veteran.
Securities Agent: GA, IN, WY, VT, NJ, MN, NV, MA, KS, TN, NH, WA, VA, MD, ID, CA, NY, MT, HI, DC, CO, WV, PA, OH, AZ, SC, OK, NE, MO, WI, UT, ME, IL, FL, DE, AR, AK, KY, TX, OR, NM, NC, MS, MI, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2083430
NMLS#: 2083430
About Glenn Coates
Glenn Coates is a Senior Vice President at Morgan Stanley, Branch Manager for the Silverdale, WA branch, and has over 15 years of experience in the Financial Services industry. Glenn started his career with JPMorgan Chase in Scottsdale, Arizona helping families and small business owners build wealth and manage their financial plans. In 2012, Glenn moved to Seattle to launch Chase Private Client in the Madison Park neighborhood, where he provided a dedicated service, focused on a small group of high net worth clients. In 2016, Glenn joined the Seattle office of Morgan Stanley to provide more comprehensive planning and investment solutions to his clients. In 2019, Glenn became the Branch Manager for the Silverdale, Washington office where he manages a team of financial advisors and support professionals, while continuing to maintain the focus on the needs of his clients. He earned his CPWA® certification to better address the sophisticated needs of high-net-worth clients.
Glenn understands financial goals can be overwhelming and he enjoys working with clients to assemble the puzzle pieces of their financial picture and help achieve their goals.
Glenn grew up in Racine, Wisconsin and attended the University of Wisconsin-Milwaukee. As a child, Glenn attended Camp Anokijig on Little Elkhart Lake in Northern Wisconsin, where he eventually become a volunteer camp counselor, and learned outdoor and equestrian skills while working with children. Glenn maintains his midwestern roots, by visiting friends and family in the “Dairy State” and voraciously supporting the Packers, Badgers, Brewers and Bucks.
Glenn and his wife Lauren live in Bainbridge Island with their two children, Truman (2015) and Roxy (2017), and three rescue dogs. The family enjoys road trips, hiking, skiing, and spending time at their second home in Twisp. Glenn is actively involved with Rotary and has served as the Operations Treasurer for two Rotary Clubs in Washington.
Glenn understands financial goals can be overwhelming and he enjoys working with clients to assemble the puzzle pieces of their financial picture and help achieve their goals.
Glenn grew up in Racine, Wisconsin and attended the University of Wisconsin-Milwaukee. As a child, Glenn attended Camp Anokijig on Little Elkhart Lake in Northern Wisconsin, where he eventually become a volunteer camp counselor, and learned outdoor and equestrian skills while working with children. Glenn maintains his midwestern roots, by visiting friends and family in the “Dairy State” and voraciously supporting the Packers, Badgers, Brewers and Bucks.
Glenn and his wife Lauren live in Bainbridge Island with their two children, Truman (2015) and Roxy (2017), and three rescue dogs. The family enjoys road trips, hiking, skiing, and spending time at their second home in Twisp. Glenn is actively involved with Rotary and has served as the Operations Treasurer for two Rotary Clubs in Washington.
Securities Agent: WI, WY, WV, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1501587
NMLS#: 1501587
About Me
Raymond C. Schmidtke Jr. has over 30+ years of experience working in Capital Markets. Prior to joining Morgan Stanley, Ray graduated from the University of Washington in 1981 with a bachelor’s degree in economics. He attended the Executive MBA program at Pacific Lutheran University before joining Smith Barney in May of 1983. His work with corporate clients included Cash Management and participating in Smith Barney’s Middle Markets Group and Citigroup Global Markets Inc. While at Smith Barney, he earned the designation of Retirement Plan Consultant with the firm. In August of 2010, Ray joined UBS Financial Services, Inc. While at UBS he earned a designation of Portfolio Manager within the UBS Portfolio Management Program. Ray joined Morgan Stanley in May 2024, and has recently obtained Morgan Stanley’s Corporate Retirement Director Designation which recognizes individuals who, as part of their practice, focus on helping corporate clients manage their retirement plans. Ray also currently holds his Portfolio Manager designation at Morgan Stanley.
Securities Agent: OK, AR, KS, WY, TN, MD, IL, VA, TX, NC, ME, KY, HI, CO, WA, NV, NH, GA, FL, CA, MT, MI, WV, UT, PA, NM, AK, OH, MS, ID, MN, IN, DC, CT, VT, SC, AZ, NY, MA, DE, WI, OR, NE; General Securities Representative; Investment Advisor Representative
About Tricia Komen
Tricia is our managed account operations professional. She has over 25 years of experience in the financial services industry. Responsibilities include Portfolio Management operations and compliance, client relationship management, securities trading, managed account coordination, alternative investments and fund transfers. Previous experience includes Operations/Service Manager position and Regional office support.
Tricia has a small farm with a variety of animals. When she is not working, Tricia enjoys reading, horseback riding and spending time with her pets, family and friends.
Tricia has a small farm with a variety of animals. When she is not working, Tricia enjoys reading, horseback riding and spending time with her pets, family and friends.
About Valerie Wilson
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.
About McKenna Wall
McKenna is our Wealth Management Associate. Her responsibilities include developing and maintaining client financial plans, client relationship support, creating asset allocations, account analysis, and performance reports. She also leads team marketing strategy and technology support.
McKenna started with Morgan Stanley in 2018, working as an intern during her senior year of college. She graduated from the University of Washington Foster School of Business with a Bachelor of Arts in Business Administration with a concentration in Finance. She holds the Series 7 and 66 securities licenses. McKenna earned her Financial Planning Associate designation in 2021.
When she is not working, McKenna enjoys traveling, spending time with her friends and family, cooking, and trying new restaurants.
Disclaimer: This role cannot solicit or provide investment advice
McKenna started with Morgan Stanley in 2018, working as an intern during her senior year of college. She graduated from the University of Washington Foster School of Business with a Bachelor of Arts in Business Administration with a concentration in Finance. She holds the Series 7 and 66 securities licenses. McKenna earned her Financial Planning Associate designation in 2021.
When she is not working, McKenna enjoys traveling, spending time with her friends and family, cooking, and trying new restaurants.
Disclaimer: This role cannot solicit or provide investment advice
About Tammy White
Tammy began her career as a Registered Associate and after two years moved to Capital Markets, where she spent over 15 years underwriting, trading, and managing municipal bond portfolios for clients. Fixed Income is an important asset class for our high-net worth clients, and Tammy's deep knowledge in this area brings added value to the team.
Tammy also spent two years at one of the nation's largest banks supporting trust and fiduciary services before coming full circle to her current role at Morgan Stanley as a Wealth Management Associate. It is here where her passion is greatest; executing our white-glove client service model.
Tammy graduated from the University of Washington with a degree in Business Administration and a concentration in Finance.
Tammy enjoys watching UW Husky and Seahawks football, cooking, travel, and practicing yoga. Tammy resides in the Wallingford neighborhood of Seattle with her husband where they enjoy discovering new restaurants and breweries.
Tammy also spent two years at one of the nation's largest banks supporting trust and fiduciary services before coming full circle to her current role at Morgan Stanley as a Wealth Management Associate. It is here where her passion is greatest; executing our white-glove client service model.
Tammy graduated from the University of Washington with a degree in Business Administration and a concentration in Finance.
Tammy enjoys watching UW Husky and Seahawks football, cooking, travel, and practicing yoga. Tammy resides in the Wallingford neighborhood of Seattle with her husband where they enjoy discovering new restaurants and breweries.
About Julie Wong
Julie recently joined the Northwest Compass Group In August 2021 as a Client Service Associate. Her responsibilities include providing account services, fund transfers, as well as administrative and operational support to the team. She enjoys working with others to provide answers and create a positive client service experience. Prior to our team, Julie was part of the Morgan Stanley branch operations team for over five years, providing both internal and external support for the branch. Julie began her career in financial services in the data and research department and has over 20 years of industry experience.
In her free time, Julie enjoys getting a lot of rest and relaxation. She enjoys various activities like listening to music, watching shows and movies, reading books, hiking, cooking her favorite dishes, traveling and spending quality time with her close friends and family.
In her free time, Julie enjoys getting a lot of rest and relaxation. She enjoys various activities like listening to music, watching shows and movies, reading books, hiking, cooking her favorite dishes, traveling and spending quality time with her close friends and family.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Katie Reed
Senior Private Banker
About Katie Reed
Katie Reed is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Washington.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Katie began her career in financial services in 2002, and joined Morgan Stanley in 2017 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Katie is a graduate of the University of Washington, where she received a Bachelor of Arts in Economics. She lives in Seattle, Washington with her spouse. Outside of the office, Katie enjoys volunteering her time with various organizations which support women, food accessibility, and animals. She also enjoys traveling, Washington Husky football, and spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Katie began her career in financial services in 2002, and joined Morgan Stanley in 2017 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Katie is a graduate of the University of Washington, where she received a Bachelor of Arts in Economics. She lives in Seattle, Washington with her spouse. Outside of the office, Katie enjoys volunteering her time with various organizations which support women, food accessibility, and animals. She also enjoys traveling, Washington Husky football, and spending time with family and friends.
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Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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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.
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact The Northwest Compass Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
2Morgan 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Alternative 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.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
2Morgan 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.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
4When 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.
5Morgan 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.
6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
7Alternative 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.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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
CRC 6491812 (04/2024)
