Lance Rummel

About Lance Rummel

Our clients have earned their wealth through hard work, passion, and commitment & we strive to reflect those same attributes in everything we do. We have a strong conviction in what we do, competency based on experience and education, and a dedication to building trust with each client.By choosing to work with the Pacific Wealth Management Group at Morgan Stanley you will receive the robust support of a highly experienced team of professionals who have worked together for many years. We use a goals-based wealth management approach that measures success by how you\'re progressing toward meeting the goals most important to you. It enables us to stay flexible and proactive in managing your portfolio and helps us to identify innovative ways to help improve your results.As a client of PWMG, you will have the opportunity to work with each one of us on the team. You can be sure that we will be exceptionally responsive to your needs, and committed to your success for the long-run. To effectively offer this level of service and support, we limit our practice to a select group of individuals and families for whom we can have the maximum impact.Please visit our website for more information.Our experience is backed by the vast global resources of Morgan Stanley, enabling us to deliver a powerful combination of personal service and access to the specialized services and solutions needed to help meet your unique needs.Services Include•Professional Portfolio Management•Business Succession Planning•Endowments and Foundations•Estate Planning Strategies•Financial Planning•Retirement Planning•Trust Services*•Wealth ManagementMorgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee

Experience

1. Senior Vice President Alternative Investments Director Family Wealth Advisor Financial Advisor

   Morgan Stanley

   Feb 2006 — Present · Kirkland, WA, US

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Education

• University of Chicago Booth School of Business Executive Education

  CIMA®, Certified Investment Management Analyst

  2019 — 2021

• Kaplan Univerisity

  CFP®, CERTIFIED FINANCIAL PLANNER

  2008 — 2008

• University of Chicago Booth School of Business Executive Education

  CPWA®, Certified Private Wealth Advisor

  2014 — 2014

• Oregon State University

  Business, Finance, Speech Communications

  2001 — 2004