Greg Leclair Email & Phone Number

Greg LeClair can help you cut through the cacophony of noise in today’s world. With over 30 years of working with investments and people, he provides quality advice and service based on his extensive knowledge of the industry and common sense approach to finances. He helps people make sound choices about their money by simplifying a complex subject and provides essential guidance to help investors avoid classic investor mistakes. Success in investing is about making a plan that is in tune with your long-term objectives and the disciplined execution of it.Greg's InterestGreg is a native Seattleite and is married to Teri with three grown children. Away from work Greg enjoys time with family and friends, travel, theater, and a round of golf whenever it can happen.NMLS # 1310741

• Managing Director - Wealth Management, Senior Portfolio Management Director, Financial Advisor

  Morgan Stanley

  Nov 1987 - Present - Greater Seattle Area, United States

  • Over 30 years with Morgan Stanley focused on the long-term financial planning needs of individual and organizational investors• Over three quarters of a billion dollars under management for brokerage and advisory ( as of January 2023)• Advisor to over 35 not-for-profit organizations (2023)• Member: Morgan Stanley President's Council (2022)• Recognized in Barron's Top 1200 Advisors Nationally (2022)• Five Star Wealth Manager - Seattle Magazine (2022)• Guest Speaker for a variety of not-for-profit organizations• Bachelor of Science - Business Management 1977 Central Washington University• Certified Investment Management Analyst® Program 2004 University of Pennsylvania Wharton School Philadelphia, PA,• Member - Central Washington University Foundation Board• Chairman - Central Washington University Finance Committee©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlBarron's Top 1,200 Financial Advisors: State-by-State​Source: Barron's.com (Awarded Mar 2022) Data compiled by Barron's based on time period from Sept 2020 - Sept 2021. Five Star Wealth Advisor AwardThis award was issued in [2022]. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 12/31/18 - 12/31/21.https://www.morganstanley.com/disclosures/awards-disclosure.html