Wilson Calansingin
Associate Private Banker
Will Gao
Financial Advisor,
Financial Planning Specialist
Direct:
(425) 202-9980(425) 202-9980
Toll-Free:
(866) 865-3699(866) 865-3699
My Mission Statement
"Experience, intellectual capital, and dedicated personal service to help you meet your life goals."
My Story and Services
Born and raised in China, Will first came to the United States in 2011 to further his education at the University of Washington. During his studies, he was actively involved in organizing various events and forums regarding U.S./Chinese relations. As an immigrant himself, Will understands the concerns and needs present in building a solid financial plan and focuses on adopting one-stop wealth management solutions for immigrant families.
Prior to joining Morgan Stanley, Will had facilitated the immigration of hundreds of families through immigrant-investment programs established by the U.S. Congress. He has extensive knowledge and experience in U.S. primary and secondary markets, outbound investments from East Asia, and global immigration programs. From 2014 to 2019, while located in Shanghai, China, he provided investment consulting services for hundreds of high net-worth families across East Asia, primarily mainland China, Vietnam, Taiwan, and Hong Kong.
Will currently lives in Issaquah, WA, with his wife and son. He enjoys soccer, craft beers, and hiking. He is dedicated to helping new immigrants and internationally based individuals/families with a sense of care, duty, and compassion. His main priority is to provide on-stop wealth management solutions to help immigrant families thrive.
Prior to joining Morgan Stanley, Will had facilitated the immigration of hundreds of families through immigrant-investment programs established by the U.S. Congress. He has extensive knowledge and experience in U.S. primary and secondary markets, outbound investments from East Asia, and global immigration programs. From 2014 to 2019, while located in Shanghai, China, he provided investment consulting services for hundreds of high net-worth families across East Asia, primarily mainland China, Vietnam, Taiwan, and Hong Kong.
Will currently lives in Issaquah, WA, with his wife and son. He enjoys soccer, craft beers, and hiking. He is dedicated to helping new immigrants and internationally based individuals/families with a sense of care, duty, and compassion. His main priority is to provide on-stop wealth management solutions to help immigrant families thrive.
Securities Agent: TN, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 2336095
NMLS#: 2336095
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Navigating the Complexities of Significant Wealth
At The Pacific Wealth Management Group, we focus on what is most important to you, your family, and your organization. We provide the tailored advice, knowledge and global resources needed to help make informed, confident decisions about your current and future wealth. Above all, we commit to helping make a meaningful difference in your life by bringing together the diverse skills, deep experience, and advanced credentials of our dedicated wealth management professionals.
The PWMG Advantage - We strategically built our group to mirror today’s best law and medical practices. Our team includes investment advisors who are on-hand to tackle your specific needs as they arise. We invite you to visit the next tab on our website to see the areas of focus we cover and the advisors who are dedicated to each area of concentration.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve, and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. We look forward to speaking with you soon.
The PWMG Advantage - We strategically built our group to mirror today’s best law and medical practices. Our team includes investment advisors who are on-hand to tackle your specific needs as they arise. We invite you to visit the next tab on our website to see the areas of focus we cover and the advisors who are dedicated to each area of concentration.
Comprehensive Wealth Management with a Personal Touch - While our services may be wide in scope, our approach is individualized so we can help you grow, preserve, and transfer your wealth with intention. We receive great satisfaction knowing we are helping make a significant impact on the quality of our clients’ lives.
A Commitment to Excellence - We are proud of the signature service we have been providing our clients for decades and welcome the opportunity to deliver this same level of excellence to you. We look forward to speaking with you soon.
Alternative Investments
Morgan Stanley offers many services that enable us to recommend alternative investments for suitable clients, ranging from private equities to hedge funds. These recommendations are based on your goals and personal tolerance for investment risk.
Click Here to Learn More
Estate Planning
Delivering an estate to the next generation or a favorite charity requires more attention than is often realized. We work with you to align your goals and incorporate best practices to help enhance results.
Click Here to Learn MoreI work closely with immigrants who have EB-5 visas that are available to noncitizens (and their spouses and children) who seek to immigrate based on their job skills. If they have the right combination of skills, education, and/or work experience and are otherwise eligible, they may be able to live permanently in the United States.
I also work with clients who need to be financially literate on their investments. I provide them with resources and explain what they can invest in pre-immigration and post immigration. Regarding, pre-immigration investments, a few things that should be taken into consideration is doing deep knowledge on the investment, due diligence, and knowing that US citizenship is not a guarantee. A few pre-immigration investments that have to be taken before moving to the US would involve trusts and foreign account disclosures.
After moving to the US, there are different investment options that clients have. I help them navigate the system in the US and what investments are right for them.
I also work with clients who need to be financially literate on their investments. I provide them with resources and explain what they can invest in pre-immigration and post immigration. Regarding, pre-immigration investments, a few things that should be taken into consideration is doing deep knowledge on the investment, due diligence, and knowing that US citizenship is not a guarantee. A few pre-immigration investments that have to be taken before moving to the US would involve trusts and foreign account disclosures.
After moving to the US, there are different investment options that clients have. I help them navigate the system in the US and what investments are right for them.
Client Service Team
Avery Brooks - Registered Client Service Associate
Phone:
(425) 202-1991(425) 202-1991
Email:Avery.Brooks@morganstanley.com
Location
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(425) 202-9980(425) 202-9980
Toll-Free:
(866) 865-3699(866) 865-3699
4000 Carillon Point
Suite 600
Kirkland, WA 98033
US
Direct:
(425) 202-9980(425) 202-9980
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
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
Wealth Management
Global Investment Office
Portfolio Insights
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
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.
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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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
Ready to start a conversation? Contact Will Gao 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Morgan 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
5Alternative 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.
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.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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.
4Morgan 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
5Alternative 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.
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.
7Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
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)
