Phone:
(425) 453-5746(425) 453-5746
Morgan Stanley Private Wealth Management
The Paclantic Group
Our Mission Statement
Wealth planning solutions for your life and legacy using customized investment and financial strategies
Our Story and Services
The Paclantic Group at Morgan Stanley is a comprehensive wealth management practice headquartered in Bellevue, WA. We have assembled a broad and experienced team of professionals with extensive knowledge across a wide range of asset classes and disciplines.
With over 100 years of combined experience our team is committed to helping clients with every aspect of their financial needs. As a client of The Paclantic Group you benefit from the attention and personalized care of our group coupled with the strength and resources of an industry leader.
Our goal is to ensure that even in times of uncertainty you have the confidence to know that your future is being managed by a group of professionals.
Our Clients
With greater wealth comes greater complexity. Our team is specifically designed to support successful individuals who have accumulated a significant amount of wealth. Our typical client needs more sophisticated solutions, security, and first-class service.
Our approach to client service is simple – we put you at the center of everything we do. We recognize that getting to know you is essential to success, so we are focused on active listening and collaboration. The more we know about you, the better we understand your needs and what you want to accomplish by working with us.
Individuals in Financial Transition
We strive to successfully lead our clients to transition smoothly through major life changes. We are loyal advocates and experienced wealth managers who do our best work during periods of change.
The complexity of a transitional event does not hinder our work; it actually drives us to uncover important issues as we create a holistic solution specific to your financial needs. With change comes opportunity, and indecision can be expensive. An informed decision is crucial. Whether you are selling a business, changing careers, or newly single, we will make sure you are effectively positioned to move forward with clarity and confidence.
International Clients
Morgan Stanley International Wealth Management (IWM) is the choice of exceptionally accomplished, globally minded Advisors. We focus on HNW/UHNW families, individuals and foundations located outside of United States. We provide the robust support, expansive platforms and specialized resources you need to help highly sophisticated families across the globe address the complex, multifaceted challenges of managing generational wealth.
International Wealth Management was founded on the promise of doing first-class business in a first-class way. We remain proud of our value proposition and are deeply committed to delivering a comprehensive wealth management offering to our clients.
Multigenerational Families
At The Paclantic Group, multi-generational wealth planning is integral to our practice.
Our financial planning process for multi-generational families is a rigorous analysis of your lifestyle, tax obligations, future gifting plans and portfolio objectives. This analysis drives our strategy as it pertains to financial and estate planning for wealth preservation, tax optimization, asset allocation and investment decisions. Throughout the entirety of the relationship, we can work closely with your attorneys and accountants.
Corporate Stock Plans, Entrepreneurs, Executives & Business Owners
We work with a select clientele of highly affluent professionals and entrepreneurs, helping them to create a comprehensive wealth management plan based on the goals they have for their businesses. We are uniquely positioned to work with corporate stock plan directors and individuals with concentrated stock positions.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Financial Planning with The Paclantic Group
Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.
Our team of advisors has extensive experience in financial planning analysis. Bill Brooking holds the Certified Financial Planner certification, while Kerry Zimm and Pete Perry are Financial Planning Specialists at the firm. Using our suite of tools – our LifeView® platform – we can create your personal roadmap to help achieve and protect your goals – a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
Our team of advisors has extensive experience in financial planning analysis. Bill Brooking holds the Certified Financial Planner certification, while Kerry Zimm and Pete Perry are Financial Planning Specialists at the firm. Using our suite of tools – our LifeView® platform – we can create your personal roadmap to help achieve and protect your goals – a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.
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
• Clearly establish your financial and personal goals
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
Step 2: Assess Your Finances
• Gather important data, documents, and financial statements
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Plan
• Develop your personalized plan using proprietary tools and insights from Morgan Stanley
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present our recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present our recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your accounts
• Prepare and complete necessary paperwork
• Provide ongoing updates to ensure your plan is implemented as expected
• Set up tools to provide convenient access to your accounts
• Prepare and complete necessary paperwork
• Provide ongoing updates to ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to monitor 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
International Wealth Management
International Wealth Management is a specialized area within Morgan Stanley Wealth Management that is dedicated to serving individuals, families, family offices, entrepreneurs, corporate executives and corporate stock plan managers who live outside the United States. We also serve US citizens living and working abroad as well as those who are relocating to the United States or otherwise changing domicile.
We are based in offices throughout the United States, but often specialize in a specific country or region, and typically speak the client’s language, understand the culture and have a deep knowledge of the markets we serve. Combining our investment knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We are based in offices throughout the United States, but often specialize in a specific country or region, and typically speak the client’s language, understand the culture and have a deep knowledge of the markets we serve. Combining our investment knowledge with the resources and intellectual capital of Morgan Stanley, we deliver targeted solutions that help our clients pursue their goals and address their unique financial needs.
We may be able to provide you access to:
- An open architecture platform that includes leading asset management firms, giving you access to unaffiliated third party managers and their teams.
- Thematic investing ideas and asset allocation models from Morgan Stanley’s Global Investment Committee, guiding your overall portfolio allocation.
- Customized lending solutions from Morgan Stanley Private Bank, National Association, addressing your financing needs.
- Dedicated specialists in wealth transfer, philanthropy, family dynamics, concierge and lifestyle advisory services, and other family office capabilities, supporting the non-financial needs you may have.
Not all products and services are available to clients outside of the United States.
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 suitable 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”) 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.
CRC 3430115 05/22
2023 - 2025 Forbes Best-in-State Wealth Management Teams
2023 - 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes.com (Awarded 2023 - 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Paul W Jackson
(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.
(2017 - 2024) 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 2017 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018). Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
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.
(2017 - 2024) 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 2017 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018). Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Kerry Zimm
(2022 - 2025) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors).
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
(2022 - 2024) Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors).
Source: Forbes.com (Awarded 2022 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
(2022 - 2024) Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors).
Source: Forbes.com (Awarded 2022 - 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Location
500 108th Ave NE
Ste 1900
Bellevue, WA 98004
US
Direct:
(425) 453-5800(425) 453-5800
Meet The Paclantic Group
Phone:
(425) 451-2934(425) 451-2934
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant, Portfolio Manager, Alternative Investments Director
Phone:
(425) 202-1116(425) 202-1116
Phone:
(425) 453-5812(425) 453-5812
Phone:
(704) 442-3429(704) 442-3429
Associate Vice President, Financial Advisor, Financial Planning Specialist, Family Wealth Advisor
Phone:
(425) 453-5827(425) 453-5827
Heather A Fleming
Wealth Management Associate, Financial Planning Specialist
Phone:
(425) 453-6914(425) 453-6914
Nalini Ramesh
Wealth Management Associate
Phone:
(425) 453-5393(425) 453-5393
Daisy Zhu, MBA
Client Service Associate
Phone:
(425) 453-6918(425) 453-6918
Cindy Siebers
Client Service Associate
Phone:
(425) 202-0468(425) 202-0468
Janae Towery
Client Service Associate
Phone:
(425) 436-2666(425) 436-2666
Alex Luther-Gray
Registered Client Service Associate
Phone:
(425) 453-6929(425) 453-6929
Emma M. Fritton
Client Service Associate
Phone:
(425) 202-0645(425) 202-0645
Bradley Marshall
Client Service Associate
Phone:
(425) 467-3113(425) 467-3113
About Paul W Jackson
I run my business as a Morgan Stanley Family Wealth Director the same way I did my ship in the Navy. My role on the bridge was to keep a billion dollar ship and her crew on course and safe from harm.
Today, I advise on the billion dollar wealth of my combined clients and I report to them on the progress they are making in achieving their life goals. Critical aspects of my former work were strong communication, situational awareness, and the ability to manage numerous complex ship ‘evolutions’ at the same time. These same capabilities are critically important when you seek an experienced advisor to trust, put your interests first and lead on complex wealth questions when working with their legal and tax experts.
As a Family Wealth Director, a Morgan Stanley designated financial professional, I believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. I bring the scope and influence of the additional resources Morgan Stanley provides to our most valued clients. This combination of personal attention and financial possibilities can help create unique opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
Recognizing my commitment to my clients for over 24 years, Barron’s Magazine has recognized me as a top 1200 US advisor in 2017-2022, the Financial Times honored me as a top 400 US advisor in 2018 and Forbes Best in State 2018-2022.
Contact me today to discover how I help successful individuals and families navigate the challenges of wealth.
2017-2022 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 2017-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Today, I advise on the billion dollar wealth of my combined clients and I report to them on the progress they are making in achieving their life goals. Critical aspects of my former work were strong communication, situational awareness, and the ability to manage numerous complex ship ‘evolutions’ at the same time. These same capabilities are critically important when you seek an experienced advisor to trust, put your interests first and lead on complex wealth questions when working with their legal and tax experts.
As a Family Wealth Director, a Morgan Stanley designated financial professional, I believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. I bring the scope and influence of the additional resources Morgan Stanley provides to our most valued clients. This combination of personal attention and financial possibilities can help create unique opportunities for you. Your financial life requires the broadest possible scope of knowledge, and we are committed to helping you have an experience that is easier and rewarding.
Recognizing my commitment to my clients for over 24 years, Barron’s Magazine has recognized me as a top 1200 US advisor in 2017-2022, the Financial Times honored me as a top 400 US advisor in 2018 and Forbes Best in State 2018-2022.
Contact me today to discover how I help successful individuals and families navigate the challenges of wealth.
2017-2022 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 2017-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Securities Agent: WI, WY, WV, WA, VT, VI, UT, TX, TN, SD, SC, RI, PR, OR, OK, OH, NV, NM, NJ, 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, NH, CA, AZ, AR, NY, AL, AK, VA, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1262194
NMLS#: 1262194
About Kerry L Zimm
I began my career in the financial services industry in 2006 after graduating from the University of Washington. There, I received a Bachelor degree with a dual major in Economics and Sociology, with a focus on International Economics. I’ve spent the last 10 plus years working in wealth management as well as on the trading floor as a 10b5-1 specialist giving me experience in employee stock options and restricted stock sales and strategies.
Based in Bellevue WA, I service high net worth individuals and families in the Puget Sound region, across the country, and around the world. I focus on comprehensive wealth planning to build an investment strategy that is tailored for each client to help meet their financial goals.
The backing and far reach of Morgan Stanley provides me with the resources to provide assistance in all areas of your financial life from retirement planning and investments to insurance, long-term care protection and cash management and lending solutions.
Outside of the office, I have worked as a volunteer tutor at the Seattle Public Library and raised money for the arts as an ArtsFund associate. I live in Seattle with my husband and two dogs and enjoy snowboarding, reading, attending theater productions and travel.
Based in Bellevue WA, I service high net worth individuals and families in the Puget Sound region, across the country, and around the world. I focus on comprehensive wealth planning to build an investment strategy that is tailored for each client to help meet their financial goals.
The backing and far reach of Morgan Stanley provides me with the resources to provide assistance in all areas of your financial life from retirement planning and investments to insurance, long-term care protection and cash management and lending solutions.
Outside of the office, I have worked as a volunteer tutor at the Seattle Public Library and raised money for the arts as an ArtsFund associate. I live in Seattle with my husband and two dogs and enjoy snowboarding, reading, attending theater productions and travel.
Securities Agent: NV, SD, VA, NM, OH, NE, KY, WI, WA, OR, ND, DC, CA, AZ, VT, PA, NC, GA, FL, NH, MT, MS, MN, MI, AR, UT, LA, CO, OK, NJ, MO, IN, IL, DE, CT, AK, WY, TX, NY, MD, MA, TN, SC, ID, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1301159
NMLS#: 1301159
About Bill Brooking, MBA
I was born in Seattle, WA to the best parents possible. My mom, an RN, and my dad, an accountant, taught me the value of hard work and the benefits of saving from an early age. I attended Catholic grade schools and went on to Seattle Preparatory School. I graduated from Carleton College with a B.A. in Biology. I returned to Seattle and earned an M.B.A. from the Albers School of Business at Seattle University.
During and after graduate school, I worked in management for a local company with annual sales of about $100 million. That company was acquired by a much bigger company based in Minneapolis. When it became clear that my future depended on me moving to Minnesota to be near headquarters I knew it was time to change careers.
I began working at Smith Barney (later merged with Morgan Stanley) as a Financial Advisor in 2003. I joined a national stock plan services team based in Bellevue. I quickly found success working with executives of public companies and their families.
Since joining Morgan Stanley, I have completed courses in Financial Planning and received my Certified Financial Planner designation.
Being involved is one of my core values. Currently, I am a member of the Board of Trustees of Archbishop Thomas J. Murphy High School in Everett. I am also Past President and a current member of the Mill Creek Rotary. I have served on the School Commission for St Thomas School in Phoenix and for St. Brendan School in Bothell. I am a past Board member of the Imagine Children’s Museum and a past Board Member of the Alumni Board for Seattle Preparatory School.
I was lucky enough to marry my high school sweetheart and we have three children who keep us very busy on the weekends. When I’m not volunteering or coaching kid’s sports, I enjoy riding motorcycles.
During and after graduate school, I worked in management for a local company with annual sales of about $100 million. That company was acquired by a much bigger company based in Minneapolis. When it became clear that my future depended on me moving to Minnesota to be near headquarters I knew it was time to change careers.
I began working at Smith Barney (later merged with Morgan Stanley) as a Financial Advisor in 2003. I joined a national stock plan services team based in Bellevue. I quickly found success working with executives of public companies and their families.
Since joining Morgan Stanley, I have completed courses in Financial Planning and received my Certified Financial Planner designation.
Being involved is one of my core values. Currently, I am a member of the Board of Trustees of Archbishop Thomas J. Murphy High School in Everett. I am also Past President and a current member of the Mill Creek Rotary. I have served on the School Commission for St Thomas School in Phoenix and for St. Brendan School in Bothell. I am a past Board member of the Imagine Children’s Museum and a past Board Member of the Alumni Board for Seattle Preparatory School.
I was lucky enough to marry my high school sweetheart and we have three children who keep us very busy on the weekends. When I’m not volunteering or coaching kid’s sports, I enjoy riding motorcycles.
Securities Agent: IN, CT, VT, NV, FL, MT, MI, MA, WA, SD, SC, OR, MS, KS, IL, AZ, TX, NY, ND, LA, VA, NE, KY, ID, HI, DE, DC, CA, TN, AK, PA, NM, CO, OH, NC, MO, MD, GA, AR, WY, WI, UT, RI, OK, NJ, NH, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1253151
CA Insurance License #: 0F00977
NMLS#: 1253151
CA Insurance License #: 0F00977
About Leonard Hill
I was raised by a single mother in the Pacific Northwest as first-generation Filipino American. After graduating from Central Washington University, I spent nine years working in the financial services industry at Wells Fargo Asset Management and Hartford Funds, where I partnered with financial advisors in positioning investment strategies and best practices for their clients. While successfully raising large amounts of investment capital for both companies, I was able to learn from some of the best wealth management teams in the nation which led me to join one of those teams.
I joined The Paclantic Group at Morgan Stanley in July 2021, where I am now focused on tailoring customized financial plans, asset and liability management, investment manager selection, and handling the team’s relationships with professional partners which include legal, tax, and M&A. I currently hold the Certified Financial Planner® designation.
Outside the office, I reside in North Bend, WA and spend most of my time with my wife and young son. When I can find the time, you can typically find me on a golf course or hosting friends and family.
I joined The Paclantic Group at Morgan Stanley in July 2021, where I am now focused on tailoring customized financial plans, asset and liability management, investment manager selection, and handling the team’s relationships with professional partners which include legal, tax, and M&A. I currently hold the Certified Financial Planner® designation.
Outside the office, I reside in North Bend, WA and spend most of my time with my wife and young son. When I can find the time, you can typically find me on a golf course or hosting friends and family.
Securities Agent: NE, AK, VI, MS, IN, WY, UT, PA, OK, NM, MN, NY, FL, VA, TN, PR, NV, NJ, MO, GA, CT, SC, OH, MD, ID, HI, CO, MT, IL, WA, VT, OR, NC, MI, DE, DC, TX, NH, LA, CA, AZ, AR, WI, MA, SD, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 2228405
NMLS#: 2228405
About Marshall Friedman
Marshall Friedman serves as a Financial Advisor at Morgan Stanley and is a partner in The Paclantic Group. Mr. Friedman’s extensive experience in finance and client service bolsters his abilities to provide premium service to his clients including investment management, estate & legacy planning and developing tailored financial plans based on the unique needs of each client and their families.
Prior to joining Morgan Stanley, Mr. Friedman served as the CFO of a family office where he oversaw the financial operations of several operating businesses and performed diligence and analysis to drive overall investment strategy.
Previously, Mr. Friedman was an investment banker at Houlihan Lokey where he executed sell side and capital raise mandates for his clients. His responsibilities included all aspects of the deal process, including financial modeling, performing due diligence, creating marketing materials, and coordinating deal execution.
Before joining Houlihan Lokey, Mr. Friedman worked in Business Development and Marketing for Alibaba Group where he worked with international brands to reach Chinese consumers through China’s largest brands and retail platform, Tmall.com and attracted and educated international buyers to conduct business on the world’s largest wholesale trade platform, Alibaba.com.
Mr. Friedman is also a commercial real estate investor with a focus on multifamily and RV parks.
Mr. Friedman holds a B.S. in Business Administration and a minor in Chinese from the University of North Carolina at Chapel Hill and an MBA from Duke University’s Fuqua School of Business.
Outside of the office Mr. Friedman spends his time with his wife and two kids, loves cooking and entertaining friends and family, and is an avid snowboarder. Mr. Friedman is fluent in Mandarin Chinese.
Prior to joining Morgan Stanley, Mr. Friedman served as the CFO of a family office where he oversaw the financial operations of several operating businesses and performed diligence and analysis to drive overall investment strategy.
Previously, Mr. Friedman was an investment banker at Houlihan Lokey where he executed sell side and capital raise mandates for his clients. His responsibilities included all aspects of the deal process, including financial modeling, performing due diligence, creating marketing materials, and coordinating deal execution.
Before joining Houlihan Lokey, Mr. Friedman worked in Business Development and Marketing for Alibaba Group where he worked with international brands to reach Chinese consumers through China’s largest brands and retail platform, Tmall.com and attracted and educated international buyers to conduct business on the world’s largest wholesale trade platform, Alibaba.com.
Mr. Friedman is also a commercial real estate investor with a focus on multifamily and RV parks.
Mr. Friedman holds a B.S. in Business Administration and a minor in Chinese from the University of North Carolina at Chapel Hill and an MBA from Duke University’s Fuqua School of Business.
Outside of the office Mr. Friedman spends his time with his wife and two kids, loves cooking and entertaining friends and family, and is an avid snowboarder. Mr. Friedman is fluent in Mandarin Chinese.
Securities Agent: OH, SD, NV, MN, WY, WA, MS, ID, AK, RI, PA, MD, KY, DE, WV, VA, TX, NY, GA, CT, AZ, WI, UT, TN, KS, SC, NC, MO, LA, VT, VI, MA, HI, NM, NJ, MI, DC, CA, NE, ND, ME, IN, FL, CO, AR, AL, PR, OR, OK, NH, MT, IL, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 2677281
NMLS#: 2677281
About Francine Griggs
Securities Agent: MD, CT, PR, PA, MO, KY, IA, DC, CA, VT, UT, RI, NY, MS, MI, KS, IN, ID, FL, SD, NE, DE, AL, WV, SC, OR, OK, OH, HI, AR, VI, TX, NH, NC, MN, LA, CO, WI, ME, MA, IL, GA, WY, AK, WA, VA, TN, NJ, MT, AZ, NV, NM, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1465503
NMLS#: 1465503
About Heather A Fleming
Has been at Morgan Stanley for 27 years and has been recognized by our clients for exceptional service on many occasions.
About Nalini Ramesh
Has been at Morgan Stanley for 22 years and manages a unique client engagement and communication program.
About Daisy Zhu
Daisy joined Morgan Stanley's Bellevue Complex in 2021. Prior to joining the firm, Daisy had vast client service experience in the financial services and hospitality industries.
Daisy is a graduate of University of Illinois at Chicago, where she earned a MBA degree, concentrate in Finance Market and Risk Management. She earned her bachelor’s degree in Hotel management from University of Houston.
She lives in Mercer Island, WA with her husband Kevin and their son Aiden. She enjoys reading, travelling, wine appreciation, swimming, playing violin, and social events.
Daisy is a graduate of University of Illinois at Chicago, where she earned a MBA degree, concentrate in Finance Market and Risk Management. She earned her bachelor’s degree in Hotel management from University of Houston.
She lives in Mercer Island, WA with her husband Kevin and their son Aiden. She enjoys reading, travelling, wine appreciation, swimming, playing violin, and social events.
About Cindy Siebers
I recently relocated from the Olympic Peninsula to my hometown of Snohomish, WA. My two children, Breanna and Bobby, are both seniors in their respective schools. Breanna is currently a senior at WSU and will be moving forward to nursing school next fall. Bobby is a senior at Glacier Peak High School, where he plays Varsity Basketball and will represent them as Captain this year. I spend my time traveling with my kids and family, enjoying the ocean, and watching sports of any kind — I’m an avid Seahawks fan. I will be using Julia’s old phone number, so feel free to call me at 425-202-0648 or email me at Cynthia.siebers@morganstanley.com.
About Janae Towery
Janae Towery is a dedicated Registered Client Service Associate with over five years of experience in the financial services industry. Originally from Nampa, Idaho, she has made Seattle her home for the past 13 years, where she serves clients with care and expertise. Janae specializes in providing personalized support and delivering high-quality service to clients, ensuring their financial service needs are met. Her knowledge of Morgan Stanley’s products and services, combined with her commitment to client success has made her a trusted partner. Outside of work, Janae enjoys exploring the Pacific Northwest and spending time with family and friends.
To reach Janae, please call 425-436-2666 or email Janae.towery@morganstanley.com.
To reach Janae, please call 425-436-2666 or email Janae.towery@morganstanley.com.
About Alex Luther-Gray
Alex began her investment industry career in 2022. She brings over eight years of customer service experience and is passionate about helping clients achieve their financial goals. With a degree from the University of Washington, her finance experience is backed by equity research, portfolio analysis, and consulting projects with the School of Business.
Originally from the south of France, Alex is bilingual and enjoys traveling back to Europe to visit her family and friends who reside there. She likes to go trail running on her days off as well as spend time with her rescue dog, Onessa.
Originally from the south of France, Alex is bilingual and enjoys traveling back to Europe to visit her family and friends who reside there. She likes to go trail running on her days off as well as spend time with her rescue dog, Onessa.
About Emma M. Fritton
Emma Fritton joined the Paclantic Group as a CSA at Morgan Stanley after 2 years of working with other teams as a Team Administrator/Intern. Originating here in the Pacific Northwest, she graduated from the University of Arizona with a Bachelor’s degree in Sociology and minor in Psychology. She is passionate about delivering exceptional service and fostering strong relationships with clients. She is excited to grow her career at Morgan Stanley and ensure clients receive the highest level of attention and care. Beyond her professional life, Emma loves to travel and immerse herself in music and theatre. In her free time, she enjoys skiing and spending time with her friends and family.
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Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
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Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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 Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
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 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 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
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 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 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.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Morgan 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, charitable giving, philanthropic planning and other legal matters.
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.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
CRC 4237142 (02/2025)
