Kathleen Cummins
Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley
- Role
- Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Specialist at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kathleen Cummins
Kathleen has been with the firm since 1985, where she has refined a process that deepens our knowledge of client needs, gaining additional understanding of their values, long-term goals, and unique aspirations. Kathleen is a frequent speaker on topics including personal finance, budgeting for success, financial freedom as well as faith, finance and giving. She especially enjoys encouraging young leaders in these areas. Kathleen is a graduate of Seattle Pacific University, receiving a BA in History and Political Science with a business emphasis. After nine years on the University’s Board of Trustees, followed by five years chairing the nonprofit The Anchor Gathering, she is now filling her free time with grandparent duties with her husband Scott! In 2019 Brien McHugh joined the former Cummins Group, after he worked with Kathleen for two years on the wealth management planning desk. In 2024, Brien and Kathleen merged with long time colleagues Jim Stevens and Jim Medved to be part of the Union Square Group. Together we bring multiple skills and deep knowledge to help clients make the best decisions while planning their financial life. In 2021 Kathleen and her husband Scott moved from Seattle to Gig Harbor, where they enjoy golf, paddleboarding, and gardening. They love entertaining friends and family, especially their daughters, sons in law and grandchildren. Areas of focus: Financial Planning Investment Consulting Wealth Management
Experience
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Specialist
Apr 1985 — Present · Gig Harbor, WA, US
Series 7, 63, 65 & 31State Life, Health & Variable Annuity Licensed Washington State Long Term Care Licensed Financial Planning Specialist DesignationProfessionalism Award, Smith Barney©2025 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: Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 12•••52
Education
Seattle Pacific University
BS History/Political Science
1977 — 1981
Salem Academy
High School diploma
1973 — 1977
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.