Glenn Coates

Glenn Coates is a Financial Advisor with Morgan Stanley where he focuses on comprehensive, goal-based financial planning with an emphasis on retirement for clients. He advises his clients through a collaborative process that is designed to help them adapt to changing circumstances and achieve their financial goals. Glenn is also deeply committed to providing his clients with the highest level of service and ease as they navigate their financial lives. Glenn began his financial services career in 2007 in Scottsdale, Arizona with JP Morgan Chase. In 2012, he relocated to Seattle to run the Chase Private Client group in Madison Park and concentrate on the investment needs of high net worth clients. Glenn joined Morgan Stanley in 2016.

Glenn is a Wisconsin native and graduated from the University of Wisconsin-Milwaukee with a BS in Communications. He is an active Rotarian with the University District club and is involved in the Scholarship and International Services committees, as well as currently serving as acting Treasurer. In his free time Glenn enjoys traveling, golfing, mountain biking and fly-fishing. He is also an avid Wisconsin sports fan and single-share owner of the Green Bay Packers. Glenn is married to Lauren Coates and they have a son, Truman and a daughter, Roxy. They live in the Port Madison neighborhood on Bainbridge Island.