Brigid Stackpool is committed to providing sound investment advice and personalized service. Employing a comprehensive and thorough financial review process, she tailors a realistic plan for each individual in order to best suit their present needs as well as help meet their goals. Through asset growth and tax efficient investing strategies, Brigid provides the experience and vision to help build, and more importantly preserve, a long lasting asset base and financial legacy.
A Seattle native, Brigid earned her bachelors degree in business administration and finance from the University of Washington. Prior to becoming a Financial Advisor, she was in charge of managing million dollar plus budgets as an Account Manager for several food manufacturers and distributors. She began her career as a Financial Advisor with Prudential Securities in 1999 and was pleased to join Morgan Stanley Smith Barney in 2010 as a Financial Advisor and Senior Vice President.
Brigid’s strong sense of service to the community has motivated her to lead award winning fundraising events and hold board positions for human rights organizations both locally and nationally. Brigid's favorite pastimes are gardening and travel, especially Hawaii. She also enjoys trying new Seattle area restaurants and spending time with her family.
Brigid has completed a formal training program that has led to her appointment as a designated Portfolio Manager*; she independently manages client assets based on her training, experience, and commitment to service. Specifically, this means she can offer, on a fully discretionary basis, to construct a suitable investment portfolio in accordance with a client’s specific needs and objectives.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein.
*Portfolio Management is an advisory program in which the client's Financial Advisor invests the client's assets on a discretionary basis in a wide range of securities.
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