We’re excited to announce that David Berdine has joined Badgley as our new Wealth Advisor! David brings 20 years of experience in the wealth management industry, and his expertise in business development will greatly benefit our clients and professional partners. We're confident that David will be a fantastic addition to our team. Welcome aboard, David! #NewTeamMember #WealthAdvisor #WealthManagement
Badgley Phelps Wealth Managers
Investment Management
Seattle, WA 1,016 followers
Your financial life. Balanced.
About us
For 50 years, we've helped high-net-worth individuals, families, corporations and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management and financial planning, striving to create customized solutions for each client’s unique goals and objectives. And we’re independent, which means that with the benefit of our rich history and deep commitment comes the flexibility to act quickly when time is of the essence. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
- Website
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http://www.badgley.com
External link for Badgley Phelps Wealth Managers
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Seattle, WA
- Type
- Privately Held
- Founded
- 1966
- Specialties
- Investment Management, Wealth Management, and Financial Planning
Locations
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Primary
1420 Fifth Avenue
Suite 3200
Seattle, WA 98101, US
Employees at Badgley Phelps Wealth Managers
Updates
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We’ve been headquartered in the iconic U.S. Bank Center since it opened its doors in 1989. If you’ve visited the building lately, you’ve surely noticed that its lobby has undergone an extensive renovation. We’re thrilled that you’ll see a modern refresh to our longtime 32nd-floor offices in the coming months, as well. We look forward to welcoming you back into our updated office later this summer. A big shoutout to the partners that made this happen. Thank you for your fantastic partnership in this project! General Contractor Sellen Construction, Architecture & Design Burgess Design, Inc., and Furniture Workpointe.
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The sustained economic growth and persistent inflation have changed the outlook for the Federal Reserve’s policy and, by extension, short-term interest rates. Read our full outlook on our blog: https://ow.ly/zAve50REBUV
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Tim Thomas, CFA, our Director of Research, was quoted in the Wall Street Journal discussing stock buybacks within the tech industry. Check out Tim's analysis and stay informed! #BadgleyPhelps
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We’re excited to take part in sponsoring the Clover Park Technical College Foundation’s 2024 Scholarship Celebration! As advocates for education and workforce development, we’re committed to changing lives and empowering students. #BadgleyPhelps Andrea Durbin, CFA Calvin Spranger, CFA
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Join us in congratulating these team members on their work anniversaries! 🎉Wealth Manager Kevin Callaghan celebrates 41 years 🎉Director of Research & Wealth Manager Tim Thomas, CFA celebrates 16 years 🎉Wealth Manager & Research Analyst Andrea Durbin, CFA celebrates 6 years 🎉Marketing Information Manager Gary Ketselman, CFA celebrates 5 years 🎉Operations & IT Manager Kenny Mayer celebrates 1 year Thank you for your individual contributions to our firm’s success!
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We're thrilled to welcome Laurel Lingle to our client service team! With over 10 years of experience in wealth management client service, Laurel brings invaluable expertise and dedication to our team. Join us in extending a warm welcome to Laurel as she embarks on this new journey with us. Welcome, Laurel!
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Calvin Spranger is one of the firm’s fixed income professionals focused on private and institutional clients—as well as an extreme sports enthusiast running and cycling through his bucket list. Read about his latest pursuits here: https://ow.ly/LugS50RnkuL
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Thank you to Family Law CASA (Court Appointed Special Advocates) of King County for another opportunity to support such a meaningful cause. We look forward to the Together for Tomorrow fundraiser luncheon on April 24, 2024! #FamilyLawCASA #BadgleyPhelps
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Join us in congratulating the following Badgley Phelps team members on their work anniversaries: 🎉Wealth Manager & Research Analyst Mike Gerke celebrates 23 years 🎉Wealth Manager Tiff Stoner, CFP® celebrates 2 years 🎉Wealth Manager Andrew Hooley, CFA, CFP® celebrates 2 years Thank you for your individual contributions to our firm’s success!