Morgan Thomas
CFP®
Director
- Shareholder
Morgan is a Director based in Pathstone’s Bellevue, Washington office. She advises high-net-worth multi-generational families on various financial planning and investment requests. She collaborates with clients and their trusted network of professionals, including accountants and attorneys, to deliver comprehensive financial planning advice addressing cash flow, tax, insurance, retirement, and estate planning. Morgan also manages a team of advisors and mentors them as they begin and progress in their careers.
Morgan is passionate about working with clients who want to make an impact through philanthropy or legacy planning. She especially enjoys hosting family meetings centered around equipping the next generation to be good stewards of the family’s wealth.
Before working at Pathstone, Morgan spent four years as a Stockbroker. She earned her Bachelor’s degree in Business at the University of Washington.
She has her Series 65 license and has earned her Certified Financial Planner™ designation. She enjoys spending time with her family, hiking, traveling, and cooking in her free time.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Group
Certification
Office
Morgan is a Director based in Pathstone’s Bellevue, Washington office. She advises high-net-worth multi-generational families on various financial planning and investment requests. She collaborates with clients and their trusted network of professionals, including accountants and attorneys, to deliver comprehensive financial planning advice addressing cash flow, tax, insurance, retirement, and estate planning. Morgan also manages a team of advisors and mentors them as they begin and progress in their careers.
Morgan is passionate about working with clients who want to make an impact through philanthropy or legacy planning. She especially enjoys hosting family meetings centered around equipping the next generation to be good stewards of the family’s wealth.
Before working at Pathstone, Morgan spent four years as a Stockbroker. She earned her Bachelor’s degree in Business at the University of Washington.
She has her Series 65 license and has earned her Certified Financial Planner™ designation. She enjoys spending time with her family, hiking, traveling, and cooking in her free time.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
