Wealth Management Providers
Advisors in Washington
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| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Brighton JonesFamily Wealth Advisor | SeattleWashington | Family wealth planning | |
 | Brighton JonesAssociate Advisor | SeattleWashington | Financial planning | |
 | WealthspireVice President | SeattleWashington | Financial planning | |
 | WealthspireSenior Vice President | SeattleWashington | Financial education | |
 | Hightower AdvisorsWealth Advisor, Managing Director | SeattleWashington | Women investors | |
AJ Anthony Joseph MarkuszHistorical record | Ameriprise Financial Services, LLCFinancial Planning Specialist | Mercer IslandWashington | Financial planning | |
CA Carla Alexandra NovakHistorical record | UBS Financial Services Inc.Market Director | SeattleWashington | Financial services | |
CY Chin Yu Yu HsiehHistorical record | Transamerica Financial Advisors, IncFinancial professional | BellevueWashington | Financial services | |
CR Christopher Robert RedfernHistorical record | Wells Fargo Clearing Services, LLCVice President | Port OrchardWashington | Wealth management | |
DR David R ChapmanHistorical record | Merrill Lynch, Pierce, Fenner & Smith IncorporatedWealth Management Advisor | SpokaneWashington | Wealth management | |
JS Jorge Santiago ValcarcelHistorical record | J.P. Morgan Securities LLCExecutive Director, Investment Specialist | SeattleWashington | Wealth management | |
KA Kyle Ashley FredericksonHistorical record | UBS Financial Services Inc.Financial Advisor | BellevueWashington | Wealth management |
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