Find a Financial Advisor or banker

Financial advisors and bankers in Seattle, WA

Start a conversation with a wealth professional and develop a personalized strategy to help reach your financial goals. Select a wealth professionals below to guide your wealth plan.

Wealth Management Advisors and associates

Specializing in clients with $250,000 - $3 million net worth, advisors will work with you to develop a comprehensive wealth and investment plan – and ensure all aspects of your plan align with your goals.
headshot of Nate Engstrom

Nate Engstrom

Wealth Management Associate, U.S. Bancorp Investments

headshot of Lei Warren

Lei Warren

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Levi Thomas

Levi Thomas

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Thomas Edwards

Thomas Edwards

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Mary Dickson

Mary Dickson

Wealth Management Associate, U.S. Bancorp Investments

headshot of Eric Warren

Eric Warren

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Tyler Baron

Tyler Baron

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Somalatha Bangalore

Somalatha Bangalore

Wealth Management Associate, U.S. Bancorp Investments

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Tobias Shiner

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Brad Parker

Brad Parker

Wealth Management Advisor, U.S. Bancorp Investments

headshot of Boo Song

Boo Song

Wealth Management Advisor, U.S. Bancorp Advisors

headshot of Jeffrey Hawkins

Jeffrey Hawkins

Wealth Management Advisor, U.S. Bancorp Investments

headshot of kai warren

kai warren

Wealth Management Advisor, U.S. Bancorp Investments

Wealth Management Bankers

Wealth Management Bankers provide traditional banking services, cash management and financing products, plus specialty services such as asset planning.
headshot of Lei Chan

Lei Chan

Wealth Management Banker, U.S. Bank

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James Phan

Wealth Management Banker, U.S. Bank

headshot of Andrew Tabieros

Andrew Tabieros

Wealth Management Banker, U.S. Bank

headshot of Bac Walker

Bac Walker

Wealth Management Banker, U.S. Bank

headshot of Thong Luu

Thong Luu

Wealth Management Banker, U.S. Bank

headshot of Nina Choe

Nina Choe

Wealth Management Banker, U.S. Bank

Private Wealth Advisors and consultants

Specializing in clients with $3 million net worth or more, advisors work to understand your unique goals and priorities, then partner with a team of experts to create your personalized wealth plan.
headshot of Chad Wall

Chad Wall

Private Wealth Advisor Managing Director, U.S. Bank

headshot of Nicolette Hooper

Nicolette Hooper

Private Wealth Advisor, U.S. Bank

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Regina Bellody

Private Wealth Advisor, U.S. Bank

headshot of Richard Blacharski

Richard Blacharski

Private Wealth Advisor, U.S. Bank

headshot of Chris Randolph

Chris Randolph

Private Wealth Advisor, U.S. Bank

headshot of Darrell McManus

Darrell McManus

Private Wealth Advisor, U.S. Bank

headshot of Kathryn Diamond

Kathryn Diamond

Private Wealth Advisor, U.S. Bank

headshot of Justin Francisco

Justin Francisco

Private Wealth Advisor, U.S. Bank

headshot of Karampal Singh

Karampal Singh

Private Wealth Advisor, U.S. Bank

headshot of Eli Taylor

Eli Taylor

Private Wealth Advisor, U.S. Bank

headshot of Taylor Jones

Taylor Jones

Private Wealth Advisor, U.S. Bank

headshot of Weldon MacDougall

Weldon MacDougall

Private Wealth Advisor, U.S. Bank

headshot of Jeffrey Benton

Jeffrey Benton

Private Wealth Advisor, U.S. Bank

Disclosures