Heather Watanabe
First Vice President, Global Sports and Entertainment Director, Financial Advisor @Morgan Stanley
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WORK HISTORY
First Vice President, Global Sports and Entertainment Director, Financial Advisor @Morgan Stanley
Salt Lake City, UT, US
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EDUCATION
Westminster College
Bachelor's degree, Psychology
ABOUT HEATHER WATANABE
As a Global Sports and Entertainment Director and Financial Advisor at Morgan Stanley, I work with clients across the United States to establish and execute on their long term financial goals. Our group leads with holistic financial planning to help ensure we are factoring in the often complex financial picture of our clients. We work with entrepreneurs, athletes, entertainers and others with unconventional income streams as trusted financial coaches. The depth of our Morgan Stanley team allows us to work with clients across the breadth of their financial portfolio from alternative investments, public markets, philanthropic strategies, estate planning strategies, and the complexity of working across multiple generations within a family. Prior to joining Morgan Stanley, I was a ten year member of the United States Freestyle Ski Team and represented the United States of America in both the Vancouver 2010 and Sochi 2014 Winter Olympics. Career highlights include: Two National Championship Titles, three overall World Cup Grand Prix podium finishes, and fifteen World Cup podiums. I was the first mogul skier to ever be sponsored by Red Bull. The discipline, dedication, attention to detail, and unwavering drive to pursue excellence in all I choose to do are skills I acquired as an elite athlete that I bring to our clients and our team. Areas of focus include: • Comprehensive Wealth Planning • Personalized Financial Resources and Planning for those in Sports and Entertainment • Investment Management • Family Governance & Wealth Education • Sustainable Investing • Risk Planning and Coverage • Foundation Management • Liquidity Event Planning Portfolios using Environmental, Social and Governance (“ESG”) criteria, also known as sustainable or impact investing, may perform differently than those without such considerations. ESG focused investments may face market limitations, and there is no guarantee they will achieve better financial or sustainability outcomes. The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney 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 Global Sport & Entertainment is a wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry.
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