Christopher J. Omlin - Morgan Stanley Financial Advisor

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Welcome Education Associations Services Experience Honors

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Washington DECA
Volunteer Judge
Bellevue, WA
Show Your Spirit for Cancer Research
Fundraiser
Bellevue, WA
Forest Crest Tennis Club - Member
Central Washington University Alumni Association
Discovery Institute - Member
Washington Farm Bureau - Member

Services

529 Plans
Asset Management
Wealth Management
Financial Planning
Retirement Planning
Municipal Bonds
Long Term Care Insurance
Lending Services
Business Planning
Cash Management
Life Insurance
Qualified Retirement Plans
Corporate Cash Management
Business Succession Planning
Corporate Retirement Plans

Education and Licensing

Financial Planning Certificate - Kaplan University
Bachelor of Science - Operations Management / Information Systems
Central Washington University
Ellensburg, WA
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Life, Disability & Long Term Care Insurance Licensed

Honors and Recognition

Smith Barney Blue Chip Council

Business Experience

2000 - Present: Morgan Stanley*

Financial Advisor
Bellevue, WA

Bulletin Board

See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring

• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.

• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.

• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.

Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
Cut through the clutter! External Insights delivers exclusive content from money managers, economists, academics and other financial professionals.
Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.

Christopher J. Omlin is licensed in the following state(s): AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA

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. 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.

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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