Steven P. Hoke, CFP®
Executive Director, Financial Advisor, Lending Specialist, Alternative Investments Director, Executive Financial Services Director, Portfolio Management Director, Family Wealth Director
Phone:
(206) 344-2410(206) 344-2410
Vasara Wealth Management Group at Morgan Stanley
Direct:
(206) 343-2762(206) 343-2762
Toll-Free:
(800) 426-7837(800) 426-7837
Our Mission Statement
We don't start with your wealth and build a plan for your life.
We start with your life and build a plan for your wealth.
We start with your life and build a plan for your wealth.
Vasara Wealth Management
Successful investing in today’s complex financial markets requires making sense of the big picture. And good financial advice is more valuable than it has ever been.
Our job is to understand the complexities of investing in today's unpredictable global environment and to help align your needs and goals with the right investment opportunities.
We're also here to help you maintain a long-term perspective amid distracting financial market noise. We help keep you on track through thick and thin, we point out dangerous behavioral pitfalls, and we help you maintain a sense of perspective and purpose for your investments.
We are the Vasara Wealth Management Group at Morgan Stanley, a team of experienced Financial Advisors managing investments for first generation wealth creators, business leaders, and families who want to make a difference in their communities. We maintain a select clientele so we can offer a robust set of wealth management services that are highly personalized and designed to help you reach your financial goals.
The name Vasara comes from the Sanskrit word for purpose. It represents the journey to help you clarify what's most important in your life and to align your wealth with that purpose.
Our job is to understand the complexities of investing in today's unpredictable global environment and to help align your needs and goals with the right investment opportunities.
We're also here to help you maintain a long-term perspective amid distracting financial market noise. We help keep you on track through thick and thin, we point out dangerous behavioral pitfalls, and we help you maintain a sense of perspective and purpose for your investments.
We are the Vasara Wealth Management Group at Morgan Stanley, a team of experienced Financial Advisors managing investments for first generation wealth creators, business leaders, and families who want to make a difference in their communities. We maintain a select clientele so we can offer a robust set of wealth management services that are highly personalized and designed to help you reach your financial goals.
The name Vasara comes from the Sanskrit word for purpose. It represents the journey to help you clarify what's most important in your life and to align your wealth with that purpose.
Forbes Best-In-State Wealth Management Teams
- Source: Forbes.com (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The "Vasara Way"
At the Vasara Wealth Management Group we believe that identifying appropriate financial strategies begins with a solid understanding of your situation, goals, objectives, and risk tolerance. We follow a disciplined process where we work with you to craft a strategy that can help meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.
Step 1 - Assess "What Is"
Our process begins with taking inventory of your life by building a comprehensive family balance sheet. This goes beyond taking inventory of financial capital, but also reflects your family’s human, intellectual, social, and spiritual capital. This inventory is critical raw material for the financial planning process. Remember, we don’t start with your wealth and build a plan for your life. We start with your life and build a plan for your wealth.
Step 2 - Define "What Ought To Be"
Where are you headed? What impact will today’s decisions have on tomorrow’s outcomes? Using the data collected in our first meeting we build a financial model that incorporates your goals and objectives. We assess its feasibility and create a plan that reconciles your aspirations with your resources.
Step 3 - Create an Action Plan
After stress testing your financial plan across a wide range of future market possibilities, we identify the levers with the greatest impact. These may include strategies that address investment management, tax and estate planning, retirement planning, and risk management. Our goal is to develop a strategy custom designed for your specific needs.
Step 4 - Implement, Monitor, and Reassess
The “Vasara Way” does not end with implementation of your preliminary plan. Rather, this is the beginning of a long-term relationship where we will meet regularly to monitor progress and make course adjustments as your life and needs change.
Executive Financial Services
For many of our clients, building wealth begins at work. Helping you make the most of your compensation and the benefits you receive through your employer may help you reach your financial goals more quickly. We think it's important to understand and consider the following:
Equity Compensation Helps You Meet Your Goals
Helping you understand how your equity compensation works can help us better integrate your equity awards into your broader financial plan to meet your goals.
Let Your Equity Compensation Help You Reach Financial Goals
Diversifying Company Equity Holdings
Equity compensation can be a valuable part of your compensation. But as you accumulate company stock over time, it may become a disproportionate share of your investment portfolio. If the value of that stock declines—for any reason—your wealth could take a major hit and jeopardize your plan. That’s why it’s a good idea to consider diversifying.
Four Considerations When Diversifying Your Portfolio
Tax Considerations with Equity Compensation
To make the most of your equity compensation, you will need to know the tax impact of your equity awards. The type of equity compensation and the length of time you hold the actual shares underlying the award determine the tax treatment of your equity compensation. Having a strategy to minimize these taxes can allow you to keep more of the equity compensation you’ve earned.
4 Tax Management Strategies To Consider for Your Equity Compensation
Understanding RSUs and PSUs
Restricted Stock Units (RSUs) are a promise to deliver shares of company stock to the holders upon vesting. Performance Stock Units (PSUs) are similar to RSUs, but their vesting schedule may be based solely or in addition to predetermined measures of performance. Employee are not required to pay for these shares when they are awarded or when they vest. Understanding your RSUs or PSUs is critical when developing a plan.
What is an RSU?
10b5-1 Plans
As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues.
10b5-1 Plan Changes: What You Should Know
Morgan Stanley at Work
We believe there’s no better investment your company can make than in your employees. When they work at their best, so does your business. That’s why Morgan Stanley at Work delivers workplace financial solutions that can help your employees build financial confidence and help you attract and retain top talent.
Work & Money
Family Office Resources
Morgan Stanley Family Office Resources is an extension of our team which allows us to offer a wide range of resources covering areas such as Estate Planning, Family Governance, Family Wealth Education, Philanthropy, Tax Strategies, and Custom Asset Allocation.
Learn MoreInvestor Resources
At Morgan Stanley, we strive to simplify complex financial ideas so our clients understand what we are doing to support their financial future. We strive to give our clients as many resources as possible to stay informed about the latest market trends, analyses, and outlooks. The links below provide information on selected topics affecting the finance and business worlds.
Thoughts on the Market
Listen to 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.
Listen here
Tax Management
The tax decisions you make today can help you save for years to come. We have access to numerous tax smart strategies to support your financial plan.
Learn More
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
Global Investment Committee on the Markets
A monthly publication that summarizes our Global Investment Committee’s market outlook and contains thought-provoking essays examining the forces shaping the investment landscape. Check out the latest edition below.
Read: "GIC on the Markets"
Private Markets
Private markets offer non-publicly-traded investments typically accessed through specialized private funds. Major categories include private credit, private real estate, and private equity. Once reserved for only the largest institutional investors, the growing availability of lower-minimum investment options has given more of our clients access to these differentiated strategies.
Trust & Estate Planning
We can analyze your tax and estate structures so their tax characteristics are accurately incorporated in the asset allocation analysis we develop for you.
Click here to learn more
What to Expect When You're Expecting to Go Public
For start-up founders and executives, an impending exit can be both exciting and overwhelming. A successful exit provides the opportunity to reap the benefits of hard work, but founders may miss out on opportunities due to the inherent complexity of liquidity events.
Learn MorePLANNING FOR YOUR FAMILY'S FINANCIAL NEEDS
Trust & Estate Planning
Conversation about your estate and legacy are never easy. Our team will be with you every step of the way to help analyze your estate structures so that your needs are efficiently and thoroughly addressed.
Common Questions
Philanthropic Goals
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern a family foundation to maintain alignment with your goals.
How to Sharpen Your Philanthropic Focus
Family Governance
Most families either never address their governance needs or wait until they are in a crisis—picking up the pieces afterwards—before they finally get serious about creating and implementing a robust family governance system.
What Makes a Sound Governance System?
Tax-Savvy Ways to Give
Many of our clients would like to support the causes and people they care about and also save on taxes. Fortunately, we're well versed on strategies that may help you accomplish both. If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.
Consider These Strategies
Wealth Education
Financial literacy means being empowered with the knowledge to make smarter financial decisions during every stage of life. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.
A Family Affair
Liquidity Access Line
You can use eligible securities in your investment account(s) as collateral for a line of credit that we call a Liquidity Access Line (LAL). This line of credit can help you with a variety of financing needs, such as real estate purchases, tax obligations, business expenses, and more.
Watch this Video to Learn More
Cybersecurity for Families
Whatever your cybersecurity needs, our innovative technology can help you address the particular challenges of your situation to help you stay safe in an increasingly complex digital world.
Stay Cybersafe
A Track Record of Success
Watch short videos that showcase Morgan Stanley's success during eras of prosperity and strife throughout our 85+year history.
Morgan Stanley Docu-SeriesLocation
601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 343-2762(206) 343-2762
Toll-Free:
(800) 426-7837(800) 426-7837
Meet Vasara Wealth Management Group
Rod S. Greenshields, CFA
Senior Vice President, Financial Advisor, Alternative Investments Director, Senior Portfolio Manager, Lending Specialist
Phone:
(206) 344-5027(206) 344-5027
Doug A. Webb, CFP®
Vice President, Financial Advisor, Financial Planning Specialist, Workplace Advisor - Equity Compensation, Alternative Investments Director
Phone:
(206) 628-4867(206) 628-4867
Chris Rhea
Financial Advisor
Phone:
(206) 343-2908(206) 343-2908
Malcolm Prevo
Financial Advisor
Phone:
(206) 628-8875(206) 628-8875
Jo-Ann Loo
Portfolio Associate
Phone:
(206) 344-2461(206) 344-2461
Annette Butcher
Senior Registered Client Service Associate
Phone:
(206) 346-2831(206) 346-2831
Matthew Samson
Client Service Associate
Phone:
(206) 344-2476(206) 344-2476
About Steven P. Hoke
Steven P. Hoke, CFP®
Senior Vice President | Financial Advisor
Lending Specialist
Alternative Investments Director
Executive Financial Services Director
Portfolio Management Director
Family Wealth Director
Steve is the managing partner of Vasara Wealth Management at Morgan Stanley, a team of financial advisors dedicated to serving the needs of the Firm’s ultra-high net worth clientele. He is one of fewer than 4% of Morgan Stanley Financial Advisors to earn the Firm’s rigorous Family Wealth Director (FWD) certification (as of September 2019), a designation signifying advanced training in the areas of family governance, philanthropy, alternative investments as well as strategic estate and financial planning. His team operates as a virtual family office for their clientele.
He has been with Morgan Stanley for more than a decade and has served in various capacities, including Branch Manager. From 2005 to 2009, he was with Bank of America where he helped open a new Chico, California office for the Premier Banking and Investments division. Before moving to Chico, he was with Lehman Brothers in their New York and San Francisco offices.
Education is foundational to his work with multi-generational families. He graduated from Westmont College in Santa Barbara, California with a B.A. in Economics and Business. He later earned an M.B.A., with an emphasis in Finance, from the Foster School of Business at the University of Washington and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Those who know him well understand that family is of utmost importance to him. He and his wife Susanna have been married for more than 19 years and are the proud parents of three children. Together they are committed to actively engaging with and serving their greater community.
Senior Vice President | Financial Advisor
Lending Specialist
Alternative Investments Director
Executive Financial Services Director
Portfolio Management Director
Family Wealth Director
Steve is the managing partner of Vasara Wealth Management at Morgan Stanley, a team of financial advisors dedicated to serving the needs of the Firm’s ultra-high net worth clientele. He is one of fewer than 4% of Morgan Stanley Financial Advisors to earn the Firm’s rigorous Family Wealth Director (FWD) certification (as of September 2019), a designation signifying advanced training in the areas of family governance, philanthropy, alternative investments as well as strategic estate and financial planning. His team operates as a virtual family office for their clientele.
He has been with Morgan Stanley for more than a decade and has served in various capacities, including Branch Manager. From 2005 to 2009, he was with Bank of America where he helped open a new Chico, California office for the Premier Banking and Investments division. Before moving to Chico, he was with Lehman Brothers in their New York and San Francisco offices.
Education is foundational to his work with multi-generational families. He graduated from Westmont College in Santa Barbara, California with a B.A. in Economics and Business. He later earned an M.B.A., with an emphasis in Finance, from the Foster School of Business at the University of Washington and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Those who know him well understand that family is of utmost importance to him. He and his wife Susanna have been married for more than 19 years and are the proud parents of three children. Together they are committed to actively engaging with and serving their greater community.
Securities Agent: MT, DC, VA, NY, NJ, MN, CO, NV, WI, MI, IL, ID, TX, SC, IA, CT, MO, MD, MA, CA, AZ, AK, NM, KS, DE, WA, UT, FL, TN, RI, PA, NE, KY, HI, GA, OR, OK, OH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1210368
CA Insurance License #: OE90915
NMLS#: 1210368
CA Insurance License #: OE90915
About Rod S. Greenshields
Rod S. Greenshields, CFA
Senior Vice President | Financial Advisor
Alternative Investments Director
Senior Portfolio Manager
A founding member of Vasara Wealth Management at Morgan Stanley, Rod is responsible for developing financial planning and investment strategies for high net worth clients. He also leads the asset allocation and investment manager research efforts for the team's core investment portfolios and oversees portfolio management trading.
Rod spent 17 years at Russell Investments before joining Morgan Stanley, most recently as a consulting director in Russell’s private client services division. In this role, he counseled financial advisors and their clients across the country on global investment markets, financial planning, and portfolio construction. An accomplished public speaker, he was a frequently requested presenter at client and industry conferences.
Rod began his career with KeyBank, working in both the commercial banking and corporate trust divisions. He graduated magna cum laude from the University of Puget Sound with a B.A. in Economics and a minor in Mathematics. He is also a CFA® charterholder and a member of the CFA Society Seattle. The Chartered Financial Analyst® (CFA) designation is recognized as one of the highest credentials in the global investment management industry.
Rod and his wife, Angela, recently moved outside Seattle to what they nicknamed “Green Anchors” Ranch. The name was inspired by two things: the 1960s TV show Green Acres and Angela’s first Christmas letter to Santa Claus where she asked for an “anchor” of land so she could live with horses. Forty years later, her dream finally came true!
When he’s not juggling his newfound ranch chores, Rod enjoys working out with sandbags and kettlebells, reading fantasy/sci-fi books, and playing the acoustic guitar.
Senior Vice President | Financial Advisor
Alternative Investments Director
Senior Portfolio Manager
A founding member of Vasara Wealth Management at Morgan Stanley, Rod is responsible for developing financial planning and investment strategies for high net worth clients. He also leads the asset allocation and investment manager research efforts for the team's core investment portfolios and oversees portfolio management trading.
Rod spent 17 years at Russell Investments before joining Morgan Stanley, most recently as a consulting director in Russell’s private client services division. In this role, he counseled financial advisors and their clients across the country on global investment markets, financial planning, and portfolio construction. An accomplished public speaker, he was a frequently requested presenter at client and industry conferences.
Rod began his career with KeyBank, working in both the commercial banking and corporate trust divisions. He graduated magna cum laude from the University of Puget Sound with a B.A. in Economics and a minor in Mathematics. He is also a CFA® charterholder and a member of the CFA Society Seattle. The Chartered Financial Analyst® (CFA) designation is recognized as one of the highest credentials in the global investment management industry.
Rod and his wife, Angela, recently moved outside Seattle to what they nicknamed “Green Anchors” Ranch. The name was inspired by two things: the 1960s TV show Green Acres and Angela’s first Christmas letter to Santa Claus where she asked for an “anchor” of land so she could live with horses. Forty years later, her dream finally came true!
When he’s not juggling his newfound ranch chores, Rod enjoys working out with sandbags and kettlebells, reading fantasy/sci-fi books, and playing the acoustic guitar.
Securities Agent: CT, FL, UT, TN, OK, MO, MD, GA, WI, TX, NV, NJ, MN, KS, CA, WA, ID, CO, VA, HI, DE, AK, OH, NM, IA, DC, NY, KY, AZ, SC, OR, MT, IL, RI, NE, PA, MI, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1478171
CA Insurance License #: 0L29822
NMLS#: 1478171
CA Insurance License #: 0L29822
About Doug A. Webb
Doug Webb, CFP®
Vice President
Financial Planning Specialist
Financial Advisor
Workplace Advisor - Equity Compensation
Alternative Investments Director
A Morgan Stanley-credentialed Workplace Advisor - Equity Compensation, Doug works closely with corporate executive clients to integrate their employer benefits with the rest of their finances. Specifically, he has helped executives make more informed decisions about employer stock options, manage the risks of consolidated stock positions and unlock liquidity through 10b5-1 trading plans and other sophisticated techniques.
Doug is also a Financial Planning Specialist whose focus is not limited to the executives he advises. He plays a key role in his team’s overall financial planning efforts, meeting with clients to gather input and creating customized plans with tangible recommendations for helping pursue critical goals.
A graduate of Gonzaga University with a BA in Economics, Doug studied abroad at London Metropolitan University where he received his Master’s in International Economics and Trade. Upon returning to the US, he began his financial services career in Beverly Hills, California where he researched and traded equities and municipal bonds at a boutique firm before joining Morgan Stanley in 2013. Doug currently resides in the Queen Anne neighborhood with his wife Alexandra and two sons, Aidan and Callum. When not changing diapers, he spends much of his spare time serving as a Next Generation Legacy Advisor to Seattle Children’s Hospital, and as an Ambassador for USA Wrestling’s international Wrestling for Peace initiative.
Vice President
Financial Planning Specialist
Financial Advisor
Workplace Advisor - Equity Compensation
Alternative Investments Director
A Morgan Stanley-credentialed Workplace Advisor - Equity Compensation, Doug works closely with corporate executive clients to integrate their employer benefits with the rest of their finances. Specifically, he has helped executives make more informed decisions about employer stock options, manage the risks of consolidated stock positions and unlock liquidity through 10b5-1 trading plans and other sophisticated techniques.
Doug is also a Financial Planning Specialist whose focus is not limited to the executives he advises. He plays a key role in his team’s overall financial planning efforts, meeting with clients to gather input and creating customized plans with tangible recommendations for helping pursue critical goals.
A graduate of Gonzaga University with a BA in Economics, Doug studied abroad at London Metropolitan University where he received his Master’s in International Economics and Trade. Upon returning to the US, he began his financial services career in Beverly Hills, California where he researched and traded equities and municipal bonds at a boutique firm before joining Morgan Stanley in 2013. Doug currently resides in the Queen Anne neighborhood with his wife Alexandra and two sons, Aidan and Callum. When not changing diapers, he spends much of his spare time serving as a Next Generation Legacy Advisor to Seattle Children’s Hospital, and as an Ambassador for USA Wrestling’s international Wrestling for Peace initiative.
Securities Agent: MN, VA, NC, HI, DC, WA, RI, DE, WI, OK, NH, NE, MI, FL, KS, SC, MT, CA, CO, PA, NY, MA, IN, ID, IA, GA, AK, NM, CT, MO, KY, TX, OH, MD, AZ, TN, OR, NV, NJ, IL, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1312711
NMLS#: 1312711
About Chris Rhea
Chris Rhea
Financial Advisor
Financial Planning Specialist
Chris is the newest advisor to join the growing Vasara Wealth Management Group at Morgan Stanley. His primary focus on the team is to help clients develop and implement well-rounded financial strategies that help them achieve their long-term financial goals. Additionally, Chris helps the team manage restricted trading plans (i.e., Rule 10b5-1 plans) for many of the team’s senior-level corporate executive clients.
Prior to joining Morgan Stanley, Chris had more than 15 years of experience in financial and investment management. This deep experience helps him provide clients with practical insight and clarity about their finances and investment portfolios.
Chris graduated from Walla Walla University with a Bachelor of Science degree in information systems/business. He is passionate about using technology to constantly improve the service provided to clients.
Chris lives in Shoreline with his wife Nicole and three wonderful children, Greyson, Quinn, and Elyse. Nearly all his free time is spent being a dad, making great memories by going on adventures and trips with the family. Chris is currently studying to obtain his Certified Financial Planner (CFP®) designation.
Financial Advisor
Financial Planning Specialist
Chris is the newest advisor to join the growing Vasara Wealth Management Group at Morgan Stanley. His primary focus on the team is to help clients develop and implement well-rounded financial strategies that help them achieve their long-term financial goals. Additionally, Chris helps the team manage restricted trading plans (i.e., Rule 10b5-1 plans) for many of the team’s senior-level corporate executive clients.
Prior to joining Morgan Stanley, Chris had more than 15 years of experience in financial and investment management. This deep experience helps him provide clients with practical insight and clarity about their finances and investment portfolios.
Chris graduated from Walla Walla University with a Bachelor of Science degree in information systems/business. He is passionate about using technology to constantly improve the service provided to clients.
Chris lives in Shoreline with his wife Nicole and three wonderful children, Greyson, Quinn, and Elyse. Nearly all his free time is spent being a dad, making great memories by going on adventures and trips with the family. Chris is currently studying to obtain his Certified Financial Planner (CFP®) designation.
Securities Agent: NY, MN, NJ, FL, UT, PA, MT, MA, DE, CT, MD, OH, MO, IL, VA, NM, HI, DC, SC, OK, NV, GA, CA, WA, RI, KY, AZ, TN, KS, ID, CO, AK, NE, IA, WI, TX, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 2451940
NMLS#: 2451940
About Malcolm Prevo
Malcolm joined the Vasara Wealth Management Group as a Client Service Associate in 2021 after graduating from Seattle University’s Albers School of Business. In his current role, he focuses primarily on helping the team’s senior advisors prepare for and conduct client meetings. He also provides valuable support to the team’s daily operations.
Malcolm’s college experiences serving as the treasurer at Seattle Central College and as an analyst for Seattle University’s Red Hawk Fund confirmed his passion for finance. Malcolm also spent a summer interning with Pugh Capital Management, a local institutional fixed income firm. This introduced him to the world of wealth management and advisor-client relationships which eventually led him to Morgan Stanley.
Malcolm loves spending his time outdoors, taking advantage of the range of geographies the Pacific Northwest has to offer, from the mountains to the beaches and everything in between. Malcolm also played multiple sports growing up, so you will often find him watching whatever game is being broadcast—although his favorites are basketball and baseball. Depending on the Seattle weather, you may even find him playing ball in the park with some buddies when he isn’t serving his clients at Morgan Stanley.
Malcolm’s college experiences serving as the treasurer at Seattle Central College and as an analyst for Seattle University’s Red Hawk Fund confirmed his passion for finance. Malcolm also spent a summer interning with Pugh Capital Management, a local institutional fixed income firm. This introduced him to the world of wealth management and advisor-client relationships which eventually led him to Morgan Stanley.
Malcolm loves spending his time outdoors, taking advantage of the range of geographies the Pacific Northwest has to offer, from the mountains to the beaches and everything in between. Malcolm also played multiple sports growing up, so you will often find him watching whatever game is being broadcast—although his favorites are basketball and baseball. Depending on the Seattle weather, you may even find him playing ball in the park with some buddies when he isn’t serving his clients at Morgan Stanley.
Securities Agent: KS, OR, OK, DE, VA, MO, GA, FL, CO, OH, NY, NE, IL, UT, TN, SC, MI, ID, CA, WI, TX, RI, WA, CT, DC, PA, NV, NM, MN, MA, KY, IA, HI, AK, NJ, AZ, MT, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2605345
NMLS#: 2605345
About Jo-Ann Loo
Jo-Ann brings more than 35 years of financial services experience to Vasara Wealth Management at Morgan Stanley. Her role on the team is to develop world class client relationships and deliver the firm’s exclusive cash management and lending capabilities to clients.
Jo-Ann began her financial services career with 10 years at the Bank of Hawaii, where she held various relationship roles including HR Staff Relations Supervisor. In 1992, she moved to Washington State and began the investment phase of her career with Dean Witter, later switching firms to join Smith Barney. At Smith Barney, she held many roles ranging from Assistant Operations Manager to Branch Administrator before eventually returning to direct client-facing roles.
During her spare time Jo-Ann enjoys spending time with her grandchildren—and watching them grow like weeds!
Jo-Ann began her financial services career with 10 years at the Bank of Hawaii, where she held various relationship roles including HR Staff Relations Supervisor. In 1992, she moved to Washington State and began the investment phase of her career with Dean Witter, later switching firms to join Smith Barney. At Smith Barney, she held many roles ranging from Assistant Operations Manager to Branch Administrator before eventually returning to direct client-facing roles.
During her spare time Jo-Ann enjoys spending time with her grandchildren—and watching them grow like weeds!
About Matthew Samson
Matt was born and raised in Seattle, Washington, and played soccer at Seattle Pacific University. After interning at Morgan Stanley for 10 months, he officially joined the Vasara Wealth Management Team as a Client Service Associate. In his spare time he enjoys playing soccer, going to the gym, and also mentors local high school students.
Contact Steven P. Hoke
Contact Rod S. Greenshields
Contact Doug A. Webb
Contact Chris Rhea
Contact Malcolm Prevo
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.
NMLS#: 652641
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
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
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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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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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 Vasara Wealth Management 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.
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan 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.
Morgan 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.
4Morgan 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.
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.
7Morgan 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.
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
1Alternative 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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
3Morgan 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.
Morgan 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.
4Morgan 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.
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.
7Morgan 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.
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)
