Legacy Advisors Directory
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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
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Kerry Wallingford
Owner
Wallingford Financial Services
- Financial and investment professional
- Seattle, WA
- King
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Jeffrey Walls
Financial Advisor
Wells Fargo Bank
- Financial and investment professional
- ,
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Steve Waltar
Attorney
Legacy Estate Planning, LLC
- Attorney
- Bellevue, WA
- King
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Michelle Watson
Executive Vice President, Family Office | Partner
Evergreen Gavekal
- Financial and investment professional
- ,
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Doug Webb
Wealth Manager
Morgan Stanley Gift Fund
- Financial and investment professional
- Seattle, WA
- King
-
Janet Welcher, CFP, AEP
Principle, Managing Director
Fulcrum Capital LLC
- Financial and investment professional
- ,
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Matthew Wesley
Founder
The Wesley Group
- Attorney
- Clinton, WA
- Island
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Matt Westphal, CFP
Sr, VP - Wealth Management
The HWC Group at Morgan Stanley
- Financial and investment professional
- Seattle, WA
- East King
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Amanda Whitely, JD, MBA
Attorney
Lasher
- Attorney
- Seattle, WA
- King
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Keith Whitman
Financial Advisor
Morgan Stanley
- Financial and investment professional
- Kirkland, WA
- King