Financial Advisors
Seattle, WA
Badgley Phelps Wealth Managers is a Seattle-based wealth management and investment advisory firm serving individuals, families, corporations, and foundations. Led by Chief Executive Officer Julie Parisio Roy, CFA®, CFP®, the firm combines planning expertise, innovation, and personalized service to help clients balance their financial lives and achieve their long-term goals.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth planning, business owners, foundation trustees
Service area: Seattle, Washington and surrounding areas
CFA® and CFP® Leadership: Led by Chief Executive Officer Julie Parisio Roy, who holds both CFA® and CFP® credentials, ensuring high professional standards and fiduciary expertise.
Comprehensive Client Services: Serves individuals, families, corporations, and foundations with integrated wealth management and investment planning tailored to diverse financial needs.
Address: U.S. Bank Centre, 1420 5th Ave, Seattle, WA 98101
Phone: (206) 623-6172
Website: badgley.com
Looking for more options?
See more Financial Advisors in Seattle →