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
-
Sean V. Owen, PhD, CFP, CAP, CRPC, APMA
Partner, Senior Wealth Advisor
Composition Wealth
- Financial and investment professional
- Seattle, WA
- King
-
John Palmer
Attorney
Law Office of John S. Palmer
- Attorney
- Bellevue, WA
- King
-
Chad Parmenter, CLU, ChFC, CFP
Financial Advisor
Mirus Planning
- Financial and investment professional
- Kirkland, WA
- King
-
Michael Passage
Financial Advisor
Passage Wealth Advisors, LLC
- Financial and investment professional
- Seattle, WA
- King
-
Cal Pelly
Executive Vice President
MCM
- Financial and investment professional
- Seattle, WA
- King
-
Kevin Penner, CFP
Senior Family Advisor
Parcion Private Wealth
- Financial and investment professional
- Bellevue, WA
- King
-
Marie Perilman, CFP, CDFA
SVP, UHNW Philanthropic Strategies
Columbia Trust Company
- Financial and investment professional
- Bellevue, WA
- King
-
Sharon Perlin
Attorney
Whittier Trust Co.
- Attorney
- Seattle, WA
- King
-
Bareq A. Peshtaz, CPWA, CIMA, CEPA, QPFC
Executive Director, Financial Advisor, Family Wealth Director
The Aistear Wealth Management Group at Morgan Stanley
- Financial and investment professional
- Seattle, WA
- King
-
Sue Peterson
Managing Director
Pathstone
- Financial and investment professional
- Bellevue, WA
- King