Legacy Advisors Directory

Seattle Children’s Legacy Advisors are independent attorneys, financial advisors and estate professionals dedicated to helping you create a meaningful charitable legacy.

If you need assistance drafting a will, trust or other estate planning documents, explore our member directory below. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and are not employed or endorsed by Seattle Children’s.

Have questions or need more information?

Email us or call 206-987-5098.

Revise Your Search

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  • Marne Head, CFA

    VP-Investments, Wealth Advisor

    UBS Financial Services Inc

    marne.anderson@ubs.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Ira Hershkowitz, CFP, JD

    Sr VP Wealth Management

    The HWC Group at Morgan Stanley

    Ira.Hershkowitz@morganstanley.com

  • Financial and investment professional
  • Bellevue, WA
  • East King

  • John Hoffman, J.D.

    Financial Advisor

    Cetera Advisor Networks LLC

    kathoff@hotmail.com

  • Attorney
  • Mercer Island, WA
  • East King

  • Natalie Holm, CFA

    Financial Advisor

    The CAPROCK Group, LLC

    natalie@caprock.com

  • Financial and investment professional
  • Mercer Island, WA
  • East King

  • David Hooper, MBA, CFA

    Partner

    Kingsview Partners

    dhooper@kingsview.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Sarah Hopper

    Philanthropic Advisor

    Sound Philanthropy

    sarah@soundphilanthropy.com

  • Philanthropic advisor and other professional
  • Bainbridge Island, WA
  • Kitsap