Donald Zabudsky
Financial Advisor, Managing Director at Morgan Stanley
- Role
- Managing Director, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Donald Zabudsky
As a Financial Advisor and Managing Director at Morgan Stanley, I lead the 45 Wealth Management Group and our Virtual Family Office - a coordinated team of hand-selected professionals including CPAs, estate attorneys, insurance specialists, and trust advisors. Together, we help deliver the kind of comprehensive, integrated wealth management that was once available only to families with $500M+.I serve as the quarterback: facilitating, coordinating, and ensuring that every professional on the team is working in concert toward your goals. Investment management is one piece of the puzzle. We also coordinate: • Tax-efficient investment planning• Estate planning strategies and multi-generational wealth transfer. • Business succession and exit planning.• Equity compensation strategies (RSU, stock options, 10b-1 plans)• Risk management and wealth preservation• Charitable giving and philanthropic planning• Retirement income strategies and 401(k) rolloversI\'ve spent 30 years refining this approach. I hold the CIMA® and CPWA® designation from Investments and Wealth Institute - two of the most advanced certifications in wealth management. I\'ve also been recognized as a *Forbes Best-In-State Wealth Advisor (OR) every year from 20••••25.For my COI Partners: I believe the best outcomes for clients happen when their advisor, CPA, attorney and insurance specialist work as a unified team - not in isolation. If you\'re a professional who shares that philosophy and serves affluent clients, I\'d welcome a conversation about how we might work together. Outside the office, I\'m a husband to Erica, dad to three boys, and loyal companion to our two cats. I serve on the Philanthropy board of Doernbecher children\'s hospital and enjoy boating, and traveling with my family.For prospective clients: Schedule a complimentary consultation at 50••••••08.*20••••25 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (Awarded 20••••25). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Experience
Managing Director, Senior Portfolio Management Director, Financial Advisor
Jul 1995 — Present · Portland, OR, US
Lead the 45 North Wealth Management Group, a 12 person team operating a Virtual Family Office model for affluent families, business owners, and multi-generational wealth holders in the Northwest and nationally.©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 12•••45CA Insurance License #: 0L50264
Education
Walla Walla University
Bachelors, Business Administration
1990 — 1994
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