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Morgan Whitney

CFP®*

Senior Advisor

    Morgan is a Senior Advisor based in Pathstone’s Bellevue WA office. She is part of the Pathstone team that supports the firm’s high-net-worth clients, helping provide specific, customized financial solutions based upon the client’s needs and overall goals.  Specifically, Morgan helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, charitable gift planning, and tax and estate plan implementation.  She especially enjoys hosting family meetings centered around equipping the next generation to be good stewards of the family’s wealth.

    Previously, Morgan spent four years as a stockbroker.  Morgan 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.

    In her free time, she enjoys spending time with her family, hiking, traveling, and cooking.

     

    *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

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    Office

    Bellevue, WA

    Contact us

    Morgan is a Senior Advisor based in Pathstone’s Bellevue WA office. She is part of the Pathstone team that supports the firm’s high-net-worth clients, helping provide specific, customized financial solutions based upon the client’s needs and overall goals.  Specifically, Morgan helps senior members of the team provide a range of services including portfolio construction, asset allocation, investment performance reporting, charitable gift planning, and tax and estate plan implementation.  She especially enjoys hosting family meetings centered around equipping the next generation to be good stewards of the family’s wealth.

    Previously, Morgan spent four years as a stockbroker.  Morgan 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.

    In her free time, she enjoys spending time with her family, hiking, traveling, and cooking.

     

    *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.