Rick Grimshaw, CPM® CIMA®
Executive Director, Senior Portfolio Management Director, Senior Investment Management Consultant
Workplace Advisor – Equity Compensation, Financial Advisor
We serve as your family’s lifelong wealth management advisory team.
The Columbia Shores Group at Morgan Stanley Wealth Management
Team Members:
(503) 221-7693 – Jack Jagla, CFP, Financial Advisor, Financial Planning Specialist, Portfolio Manager
(503) 221-8678 – Will Williams, Registered Associate
(503) 534-3414 – Sam Watry, CFA, Assistant Vice President, Consulting Group Analyst