Wilson Calansingin
Associate Private Banker
Trenton Rohm
Financial Advisor,
Financial Planning Specialist
Direct:
(360) 704-2278(360) 704-2278
My Mission Statement
Excellence in family wealth planning for your needs today, and your loved ones' tomorrow.
My Story and Services
Trent is a Financial Advisor who graduated from the University of Washington with a bachelor's degree in business administration, who also holds a Financial Planning Specialist designation here at Morgan Stanley.
Born and raised in the PNW, Trent grew up in Buckley, WA, and now currently resides in Puyallup, WA. He looks forward to providing best in class service to clients, specifically by using his insight in Financial Planning to help guide clients to their short and long-term goals.
He helps his clients understand how to plan and save for the retirement they envision so they can create a lasting legacy for the generations to come. Trent helps business owners focus on the passion they have for their business, mothers and fathers to create lasting memories with their children, and retirees live their lives by helping manage the financial stress of no longer having a regular paycheck.
In his spare time you can find him golfing, kicking the soccer ball around, visiting friends and family, attending sporting events, and hiking with his dogs Oliver and Kaiya. He is also a member in the Puyallup/Sumner Chamber of Commerce.
Born and raised in the PNW, Trent grew up in Buckley, WA, and now currently resides in Puyallup, WA. He looks forward to providing best in class service to clients, specifically by using his insight in Financial Planning to help guide clients to their short and long-term goals.
He helps his clients understand how to plan and save for the retirement they envision so they can create a lasting legacy for the generations to come. Trent helps business owners focus on the passion they have for their business, mothers and fathers to create lasting memories with their children, and retirees live their lives by helping manage the financial stress of no longer having a regular paycheck.
In his spare time you can find him golfing, kicking the soccer ball around, visiting friends and family, attending sporting events, and hiking with his dogs Oliver and Kaiya. He is also a member in the Puyallup/Sumner Chamber of Commerce.
Securities Agent: ID, WY, MO, AR, NC, MN, CO, AK, RI, MD, PR, PA, NV, MI, WI, VA, UT, SC, NY, NJ, KS, HI, GA, WA, TN, OH, NM, NE, ND, ME, CA, SD, OR, IN, FL, AL, MT, MS, DE, AZ, TX, OK, MA, KY, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 2489004
CA Insurance License #: 4409919
NMLS#: 2489004
CA Insurance License #: 4409919
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Wealth Management Process
Step 1: Introductory Call
The first step is getting to know you and your current situation. This call is designed for you and I to get acquainted with one another and decide if there would be a good fit to work together.
Step 2: Face-to-Face Planning Meeting
Either in person or virtually, this is where we lay the foundation for the map that will help guide you from where you are at today to where you want to go.
Step 3: Analysis and Strategy Development
Taking everything I’ve learned about you in steps 1 and 2, this is where I create a tailored strategy to help you reach your goals. I leverage industry leading research and thought leadership to run stress tests for various market conditions.
Step 4: Strategy Delivery and Implementation
Here I explain how we can accomplish your goals together and get you introduced to what you can expect moving forward. Once an agreement has been made to work together, I start putting the strategy to work.
Step 5: Ongoing Service
After implementing the strategy, you can expect ongoing service and frequent communication personalized to your preference. This includes regular reviews, periodic check-in calls and timely updates on areas of opportunity or concerns.
Alternative Investments
Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Morgan Stanley Alternative Investments
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
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Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
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Capital Markets
An integrated organization across fixed income, equities, and structured investments leveraging the thought leadership of Morgan Stanley Research and dedicated product specialists to identify key investment opportunities to help enhance the growth potential of diversified portfolios.
Balancing Retirement Savings with Education Savings
When you have multiple financial goals, how do you prioritize? Here’s how to strike a balance between saving for retirement and your children’s education.
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Protecting Your Retirement From Market Volatility
The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.
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Beware of Retirement Sprawl
By the time many of us reach our 40s and 50s, we’ve accumulated a slew of retirement accounts: A traditional IRA here, a rollover IRA there, and two or three scattered 401(k) accounts left in the plans of former employers.
As the accounts add up, it becomes extremely difficult to get a clear picture of your overall retirement preparedness.
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Tax Smart Strategies for Selling Securities
Realizing profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.
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Is Your Portfolio Ready for Retirement?
Market volatility and longevity may be two of the biggest risks to your retirement. Learn how annuities can potentially help bolster your retirement income strategy.
Learn MoreResources For You
Monthly Investment Perspectives Webcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
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On the Markets
Read more about this month's version of the Global Investment Committee's On The Markets.
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Global Investment Committee Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
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Total Tax 365 - Direct Indexing Strategy
Taxes act as a drag on your investment performance that can be heavier than any fee you pay. But they might also be the easiest to reduce, with the right strategies in place.
Listen HereLocation
724 Columbia St NW
Ste 350
Olympia, WA 98501
US
Direct:
(360) 704-2278(360) 704-2278
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
Adelaide El Zein, CFP®
Financial Planning Director, Vice President
About Wilson Calansingin
Wilson Calansingin is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Washington State.
Associate Private Bankers partner with Private Bankers and 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.
Wilson began his career in financial services in 2006, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.
Wilson is a graduate of Ateneo de Manila University, where he received a Business Management degree with a focus in Finance. He lives in Tacoma, Washington. Outside of the office, Wilson enjoys golfing.
Associate Private Bankers partner with Private Bankers and 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.
Wilson began his career in financial services in 2006, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Premier Banker at Wells Fargo Bank, N.A.
Wilson is a graduate of Ateneo de Manila University, where he received a Business Management degree with a focus in Finance. He lives in Tacoma, Washington. Outside of the office, Wilson enjoys golfing.
NMLS#: 711776
About Adelaide El Zein
Adelaide El Zein, CFP® is a Vice President and Financial Planning Director serving Morgan Stanley’s
Wealth Management offices in Washington State, mainly serving our Bellevue, Kirkland, Yakima,
Kennewick and Bellingham office locations. She is responsible for helping Financial Advisors with their clients' and
prospects' financial planning needs.
A CERTIFIED FINANCIAL PLANNING® professional, Adelaide has been providing financial advice to
families and individuals in various settings for nearly 18 years. A former teacher, who taught
domestically and overseas in Germany and the United Arab Emirates, Adelaide launched her career in
finance at Ameriprise in 2004 after completing her MBA. She was an analyst at Merrill Lynch/Bank of
America for 4 years before joining an RIA in Arlington as a financial advisor.
A graduate of the University of Washington, she lives in Edmonds, WA with her future husband, Bob,
and his two teenage boys. Outside of work she enjoys photography, being outside, working on home
improvement projects, learning new languages and dancing to live music.
Wealth Management offices in Washington State, mainly serving our Bellevue, Kirkland, Yakima,
Kennewick and Bellingham office locations. She is responsible for helping Financial Advisors with their clients' and
prospects' financial planning needs.
A CERTIFIED FINANCIAL PLANNING® professional, Adelaide has been providing financial advice to
families and individuals in various settings for nearly 18 years. A former teacher, who taught
domestically and overseas in Germany and the United Arab Emirates, Adelaide launched her career in
finance at Ameriprise in 2004 after completing her MBA. She was an analyst at Merrill Lynch/Bank of
America for 4 years before joining an RIA in Arlington as a financial advisor.
A graduate of the University of Washington, she lives in Edmonds, WA with her future husband, Bob,
and his two teenage boys. Outside of work she enjoys photography, being outside, working on home
improvement projects, learning new languages and dancing to live music.
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
Article Image
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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Ready to start a conversation? Contact Trenton Rohm today.
1Morgan 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.
2When 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Morgan 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
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
2When 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.
3Morgan 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6Morgan 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
7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
