The Swanson & Johnson Group - Morgan Stanley Team - Portland, OR
Morgan Stanley
The Swanson & Johnson Group
at Morgan Stanley
Corporate Client Group
760 SW 9th Avenue
Suite 2100
Portland, OR 97205
tel: (503) 221-6251
toll-free: (800) 767-7824 
fax: (503) 221-8602

David W. Swanson, RPA, CRPS
Vice President
Corporate Retirement Director
Financial Advisor
toll free  800 767 7824
dir    503 221 6251
fax    503 221 8602  

David Swanson is a Vice President and Corporate Retirement Director with Morgan Stanley. David joined Morgan Stanley in 1997. He holds the RPA designation from The Wharton School at the University of Pennsylvania and The International Foundation of Employee Benefit Plans and the CRPS designation from the College of Financial Planning. David earned a B.S. degree from Oregon State University with a concentration in Economics in 1986.

Practice Areas

Corporate services including defined contribution and defined benefit retirement plans as well as non-qualified deferred compensation arrangements, comprehensive family wealth planning and investment management.

David and his wife live in West Linn, Oregon with their 2 children.

Michael Wheeler, CRPS
Financial Advisor

Michael Wheeler is a Financial Advisor with Morgan Stanley Wealth Management.  He holds the Chartered Retirement Plan Specialist® designation from the College for Financial Planning.  Michael worked at Intel for 5 years prior to joining Morgan Stanley and taught well over 1000 students through courses at Oregon State University before completing his B.S. degree in Finance, magna cum laude.  Michael lives in Beaverton and enjoys running, hiking, and riding motorcycles.

Shelly Lacey-Maulding
Senior Client Services Associate
toll free   800 767 7824
dir          503 221 8684
fax         503 221 8602   

Shelly is a Senior Client Service Associate with Morgan Stanley*.  She joined Morgan Stanley in 1998.  Shelly earned a B.S. degree from Portland State University, majoring in Business Marketing and Management in 1998.  She actively volunteers with the Oregon Food Bank and the Oregon Humane Society.  Shelly is a native Oregonian and resides in Tualatin with her husband Chris.  They enjoy traveling, eating delicious food and drinking good wine.   

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