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

  • Advisor
  • Directory Category
  • City
  • County

  • Shane Larson, CFP

    Private Client Advisor

    Main Street Research

    shane@ms-research.com

  • Financial and investment professional
  • Sausalito, CA

  • Bo Lee

    V.P., Sr. Portfolio Mgr.

    BNY Mellon Wealth Management

    bo.lee@bnymellon.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Helen Lee

    Financial Advisor

    Morgan Stanley

    helen.c.lee@ms.com

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

  • Jessica Lee, CTFA

    Northern Trust

    jl296@ntrs.com

  • Fiduciary and/or trust professional
  • Seattle, WA
  • King

  • Stacie Leslie, CISR

    Vice President, Business Development Executive

    Marsh McLennan Agency

    stacie.leslie@marsh.com

  • Financial and investment professional
  • Seattle, WA
  • King

  • Julia Lindeman, J.D.

    Attorney

    Northwest Elder Law Group

    julia@nwelg.com

  • Attorney
  • Everett, WA
  • Snohomish

  • Thomas Lofton

    Attorney, Shareholder

    Oseran Hahn P.S.

    tlofton@ohswlaw.com

  • Attorney
  • Bellevue, WA
  • East King