Legacy Advisors Directory
Revise Your Search
Seattle Children’s Legacy Advisors are attorneys, financial advisors and other professionals who are committed to helping individuals create meaningful, charitable legacies.
If you are looking for someone to help you draft your will, trust or other estate planning documents, below is a complete list of our Legacy Advisors. Each of our Legacy Advisors acts independently and will provide unbiased, confidential advice and is not employed or endorsed by Seattle Children’s.
If you are interested in becoming a Legacy Advisor, read more about the benefits of joining and fill out our online enrollment today.
Have questions or need more information?
Email us or call 206-987-5098.
- Advisor
- Directory Category
- City
- County
-
Shane Larson, CFP
Private Client Advisor
Main Street Research
- Financial and investment professional
- Sausalito, CA
-
Bo Lee
V.P., Sr. Portfolio Mgr.
BNY Mellon Wealth Management
- Financial and investment professional
- Seattle, WA
- King
-
Helen Lee
Financial Advisor
Morgan Stanley
- Financial and investment professional
- Kirkland, WA
- East King
-
Jessica Lee, CTFA
Northern Trust
- Fiduciary and/or trust professional
- Seattle, WA
- King
-
Stacie Leslie, CISR
Vice President, Business Development Executive
Marsh McLennan Agency
- Financial and investment professional
- Seattle, WA
- King
-
Julia Lindeman, J.D.
Attorney
Northwest Elder Law Group
- Attorney
- Everett, WA
- Snohomish
-
Thomas Lofton
Attorney, Shareholder
Oseran Hahn P.S.
- Attorney
- Bellevue, WA
- East King
-
Eric Long, CPA, CFP
CPA
Eric Long CPA
- Certified public accountant
- Bellevue, WA
- East King
-
Michael Longyear
Attorney
Reed Longyear
- Attorney
- Seattle, WA
- King
-
C.J. Lovsted, CFP
Investment Advisor Representative
Sound Planning Group
- Financial and investment professional
- Kirkland, WA
- East King