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Consulting Group
500 108th Avenue NE
Suite 1900
Bellevue, WA 98004
Suite 1900
Bellevue, WA 98004
tel: 425-451-3320
toll free: 800-328-2802
fax: 425-453-5802
toll free: 800-328-2802
fax: 425-453-5802
Group Details
Kathleen L. Weber, CFP®, CIMA®
Director - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Senior Investment Management Consultant
Financial Planning Specialist
tel: 425-451-3320
toll free: 800-328-2802
fax: 425-453-5802
Professional Details
- Morgan Stanley Smith Barney* Experience since 1982
Director - Wealth Management
Senior Investment Management Consultant
Bellevue, WA - BA - Art History, 1982
University of Washington
Seattle, WA - CERTIFIED FINANCIAL PLANNER™, 1987 - present
- Certified Investment Management AnalystSM
2003 Wharton School of Business
University of Pennsylvania
Philadelphia, PA - Financial Planning Specialist Designation
Series 7 - General Securities License
Series 63 - Uniform State Registration
Series 66 - Combined Investment Advisory Agent and State Registration
Life, Health & Variable Annuity Insurance Licensed
Long Term Care Insurance Licensed - East King County Estate Planning Council
Member
Bellevue, WA
Seattle Philanthropic Advisor's Network - Member
Washington Women's Foundation - Member
Seattle, WA - World Affairs Council - Member
Kappa Kappa Gamma - Member - Fare Start - Supporter
CARE - Supporter
Medina Children's Services - Supporter
Past Board Member
Seattle, WA - Washington CASH - Supporter
Past Board Member
Holy Names Academy Supporter
Eastside Prep School - Board Member - Director's Council - Smith Barney, 2002-2009
Director's Advisory Group, 2006 - 2008 - Selected as a FIVE STAR Best in Client Satisfaction Wealth Manager by Seattle Magazine, 2007, 2008, 2009
- Recognized by Barron's Financial Magazine as One of the "Top 100 Women Financial Advisors", 2007, 2008, 2009
Recognized by Puget Sound Business Journal, "Top 30 Wealth Managers", 2007
Kathleen L. Weber, CFP®, CIMA® is licensed in the following state(s): AK, AZ, CA, CO, CT, DC, FL, GA, HI, IL, MI, MN, NC, NE, NY, OH, OR, PA, TX, UT, WA, WI
Julie M. Nagan
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 425-453-5832
toll free: 800-328-2802
fax: 425-453-5802
Professional Details
- Morgan Stanley Smith Barney*
Experience Since 1982
Financial Advisor
Financial Planning Specialist
Bellevue, WA - Graduate of The College for Financial Planning
CFP Professional Education Program - 2004 - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Health & Variable Annuity Insurance Licensed
- Long Term Care Insurance Licensed
- United States Equestrian Foundation Member
- Washington State Hunter and Jumper Association Member
Julie M. Nagan is licensed in the following state(s): AK, AZ, CA, CO, CT, FL, GA, HI, IL, MN, NC, NE, NY, OH, OR, PA, TX, UT, WA, WI
Professional Details
- 1995 - present: Morgan Stanley Smith Barney*
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 8 - General Securities Sales Supervisor - BA - History
Oregon State University
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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