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
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Ben Wicks
Principal
Highland Private Wealth Management
- Financial and investment professional
- Bellevue, WA
- King
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Megan Wiley, CFP
Financial Planner
Badgley + Phelps Wealth Managers
- Financial and investment professional
- Seattle, WA
- King
-
Mary Wilkes, CPA
Tax Director
CliftonLarsonAllen LLP
- Financial and investment professional
- Bellevue, WA
- East King
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Graham Williams, MBA, CFP
Financial Advisor
Optimist Retirement Group
- Financial and investment professional
- Bellevue, WA
- King
-
Hart Williams, MBA
CEO | Founder
Cloud Capital
- Financial and investment professional
- Seattle, WA
- King
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Josh Williams, MBA
EVP, Chief Banking Officer and Head of Partnerships
Seattle Bank
- Fiduciary and/or trust professional
- Seattle, WA
- King
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Joe Wiser
Principal
CliftonLarsonAllen LLP
- Financial and investment professional
- Bellevue, WA
- East King
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Ross Wolf
Financial Advisor
Pacific Financial Advisors, Inc
- Financial and investment professional
- Bellevue, WA
- King
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Margaret Youch
Financial Advisor, Associate VP
Amerprise Financial Services
- Financial and investment professional
- ,
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Anne Zastko
Financial Consultant
Fidelity Investments
- Financial and investment professional
- Bellevue, WA
- King