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Your financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.
Associations
- 'Select' Basketball Coach Mt Si
EASTSIDE TRAVEL LEAGUE - University of Idaho Alumni Association
Member - Children's Services of Snoqualmie Valley
Past Board Member - CHARTER BANK
Founder
Bellevue, WA - Member of Snoqualmie Valley Rotary
Services
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Alternative Investments
- 529 Plans
- Corporate 529 Plans
- Wealth Management
- Corporate Pension Funds
- Endowments and Foundations
- Corporations
- Retirement Planning
Education and Licensing
- certified financial planner Certification
- Certified Investment Management Analyst Designation
- MBA - Finance, 1988
University of Idaho
Moscow, ID - BS - Business Administration, 1986
Lewis Clark State College
Lewiston, ID - Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
- Long Term Care Licensed
- Variable Annuity Licensed
- Certified Private Wealth Advisor
- Series 31 - Managed Futures Licensed
Honors and Recognition
- Item One
- Item Two
- Item Three
Business Experience
- 2001
- Present: Morgan Stanley*
Vice President
Wealth Advisory Specialist
Bellevue, WA - 1988
- 2001: US Bancorp Piper Jaffray
Financial Advisor
Bellevue, WA
Bulletin Board
Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth
- As the managed money unit of Morgan Stanley, Consulting Group has a long history of providing investment consulting advice and services to a broad range of individual and institutional clients. Their mission is to provide the highest level of sophisticated financial advice; objective investment manager, economic and capital markets research; and asset allocation advice to our clients.
David T. Piper is licensed in the following state(s):
AK, AZ, CA, CO, CT, FL, ID, IL, MI, MN, MO, MT, NE, NV, OH, OR, TX, VA, WA, WY
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley 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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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.
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Awards Disclosures