Legacy Advisors Directory

Revise Your Search

Seattle Children’s Legacy Advisors are attorneys, financial advisors and other professionals who are committed to helping individuals create meaningful, charitable legacies. 

If you are looking for someone to help you draft your will, trust or other estate planning documents, below is a complete list of our Legacy Advisors. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and is not employed or endorsed by Seattle Children’s.

If you are interested in becoming a Legacy Advisor, read more about the benefits of joining and fill out our online enrollment today.  

Have questions or need more information?

Email us or call 206-987-5098.

  • Advisor
  • Directory Category
  • City
  • County

  • Eric Long, CPA, CFP

    CPA

    Eric Long CPA

    [email protected]

  • Certified public accountant
  • Bellevue, WA
  • East King

  • C.J. Lovsted, CFP

    Investment Advisor Representative

    Sound Planning Group

    [email protected]

  • Financial and investment professional
  • ,

  • David Lund, ChFC, RICP, FIC

    Wealth Manager

    Thrivent Financial

    [email protected]

  • Financial and investment professional
  • Kirkland, WA
  • King

  • Bob Maas, CFP, ChFC

    Private Wealth Advisor

    Amerprise Financial Services

    [email protected]

  • Financial and investment professional
  • Mercer Island, WA
  • King

  • David MacCulloch

    Senior VP

    Bank Of America

    [email protected]

  • Financial and investment professional
  • ,

  • Aaron Marberg

    Principal | Financial Advisor

    Bernstein Private Wealth Management

    [email protected]

  • Financial and investment professional
  • ,

  • Hailey Marlow

    Financial Advisor

    SCS

    [email protected]

  • Financial and investment professional
  • Bellevue, WA
  • King