LeeAnn Huggins - Morgan Stanley Financial Advisor - BELLEVUE, WA
Morgan Stanley
LeeAnn Huggins, CFP
Vice President
Financial Advisor
225 108TH AVE NE SUITE 800
BELLEVUE, WA 98004
tel: (425) 455-8036

I assist my clients with retirement planning, financial planning, investments, income for retirement, savings and investments for the future including  IRA Rollovers, 401(k), mutual funds, annuities, life insurance, bonds, stocks, tax free  municipal bonds and long term care insurance. I am a CFP (CERTIFIED FINANCIAL PLANNER). If you experience a job change, a divorce, a death in the family or are doing estate planning I can help you with the financial changes you face. My office is in Bellevue, Washington I believe success in seeking to achieve your financial goals starts with a comprehensive financial strategy. You define what is most important to you and I help you formulate the strategies that are suited for your needs so that your money is doing what you want it to do for you and your loved ones whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.


The investments listed may not be suitable for all investors. Morgan Stanley* LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Morgan Stanley* LLC offers insurance products in conjunction with its licensed insurance agency affiliates

Morgan Stanley* LLC, its affiliates and Morgan Stanley* Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.  This material was not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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.

Associations
  • Legacy Advisor for Seattle Children's Hospital Foundation
  • Financial Planning Association
  • Association for Women in Communication
  • Women Business Owners
  • Eastside Women in Business
Services
  • UGMA/UTMA
  • Blocked Trust Accounts
  • Corporate 529 Plans
  • Financial Planning
  • Fixed Income
  • Qualified Plans
  • Qualified Retirement Plans
  • Asset Management
  • Corporate Retirement Plans
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Structured Settlement Annuities
  • 401(k) Rollovers
  • Defined Contribution Plans
  • Life Insurance
  • Wealth Management
  • Certificates of Deposit
  • Foreign Exchange
  • Professional Portfolio Management
  • Retirement Planning
  • Family Consulting
  • Philanthropic Services
  • Executive Benefit Services
  • LGBT Planning Services
  • Insurance Services
  • Lending Services
  • 529 Plans
  • Annuities
  • Education Planning
  • Estate Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Trust Services and Accounting
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER
  • University of Washington Bachelor of Arts
  • College for Financial Planning
  • Kaplan University, Financial Planning
  • City University, Financial Planning
  • Bellevue Community College
Honors and Recognition
  • SEATTLE MAGAZINE 5 Star Wealth Manager 2012, 2013, 2014
  • Women Business Owners, Nellie Cashman “Excellence Award” Finalist
  • Eastside Women in Business, Finalist "Most Influential Member and Queen of Hearts "
Business Experience
  • 2008 - Present: Morgan Stanley*, LLC
    Vice President
  • 1993 - 2008: Smith Barney
    Second Vice President, Senior Investment Management Specialist
  • 1986 - 1993: PaineWebber, Inc.
    Financial Advisor

Bulletin Board
  • If you are in transition, changing jobs or careers, call or email.

  • See August On the Markets from the Global Investment Committee featuring

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.

LeeAnn Huggins holds the following registrations:
Securities Agent: AZ, CA, CO, DC, FL, HI, MA, MD, NY, OR, UT, VA, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1290691

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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. 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.
Awards Disclosures

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