OUR MISSION STATEMENT
To confidently guide you through life’s financial opportunities and challenges
To confidently guide you through life’s financial opportunities and challenges
We are an experienced team of financial advisors looking out for your best interests through all of life’s challenges and opportunities. We provide thoughtful, caring counsel and clear, concise strategies for growing and managing your nest egg and planning for your family’s future. Our goal is for you to feel confident in every decision we make together.
Our clients say that we go above and beyond when it comes to treating them as friends and family. Our goal is to focus on the issues that are the highest priority in your life. In that way, our advice comes not just from market experience, but from listening to you and providing a sounding board for when unexpected events happen.
We consider it an honor when you trust us with your concerns for the future during times of transition. We strive to provide you with all the resources you need to look at the big picture. We’ve developed a healthy respect for the many variables that accompany each stage of your life. We help you successfully navigate these changes with compassion and competence.
Our knowledge, experience and credentials allow us to employ a comprehensive wealth management approach – one that looks at the total fabric of your life. We’ve been doing this for more than three decades and you will benefit from our experience in asset management and creative, thoughtful solutions.
We are constantly seeking resources that can provide you with accurate, bigger picture information from which to make decisions. We offer broad experience, deep resources and objective advice to help solve your complex problems while also anticipating your day-to-day financial needs. We work together to find financial solutions for:• Retirement Planning
We will design and implement an investment strategy to help ensure a quality education for your children or grandchildren.• Family Concerns
Just as no two people are alike, so should your investment portfolio reflect your personal values and objectives.
Our personalized Portfolio Management program is based on the techniques used for decades by institutional investors. Your Financial Advisors at Morgan Stanley have been qualified by the firm to independently manage client assets based on years of training, experience and our commitment to service.
Both Claudia Hansen and Brian Rayfield have achieved the credentials and experience to offer fully customized investment portfolios which consider each client’s personal financial goals and their preferences for risk and return.
The portfolios that we customize for each client are designed to:
• Deliver smooth, consistent, risk adjusted investment returns
• Maintain an eye on capital preservation
• Anticipate market movement and adjust asset allocation
• Apply skilled management
For more than two decades, we’ve built personal investment portfolios to reflect the unique choices our clients make as they move to and through retirement.
As a Chartered Retirement Planning CounselorSM, Claudia Hansen has helped hundreds of clients prepare for and navigate with confidence through the three distinct stages of retirement:
• Growing your wealth to fund your future goals
• Ensuring a smooth transition to retirement
• Maintaining your chosen lifestyle throughout your life
As a Certified Investment Management Analyst, Brian Rayfield has gained an in depth understanding of the financial needs of wealthy individuals and the complex interaction of various financial instruments. The result of this knowledge is the ability to build and evaluate complex portfolios.
Together, we answer questions that may seem daunting:
• Do I have enough to cover my needs, my dreams and the unexpected?
• How do the choices I make today affect the people I care about tomorrow?
• How can I monitor my retirement assets through rapidly changing market conditions and opportunities?
• Most importantly, how do I avoid any major financial “blow ups” that will impact my retirement dreams and choices?
We help our clients make informed investment decisions before and during retirement to help them achieve the retirement they envision.
We believe passionately in the power of financial education to:
• Empower you with the financial skills that are necessary to create and manage your wealth
• Discover the mindset and belief systems of the most influential leaders
• Create your personal action plan and a road-map for gaining greater power over your wealth
Our professional credentials demonstrate a deep level of knowledge and our ongoing commitment to best practices and lifelong learning.
CIMA® (Certified Investment Management Analyst) (Brian Rayfield) – The CIMA® certification is designed specifically for financial professionals who serve as advanced investment consultants to high net worth families and institutional investors.
CRPC® (Chartered Retirement Planning Counselor) (Claudia Hansen) – Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning strategies and the entire retirement planning process using models and techniques from real client situations.
Portfolio Manager (Brian Rayfield, Claudia Hansen) – This designation allows a select group of Morgan Stanley Financial Advisors to offer portfolio management services directly to their clients, rather than delegating that responsibility to third-party portfolio managers.
Brian M. Rayfield, CIMA®
Portfolio Management Director
I lead a team of financial Advisor professionals in providing our clients with comprehensive financial solutions. We offer advice on a broad range of financial strategies including retirement planning, college planning, company 401(k) plans, employee stock option plans and private investments.
As a Vice President and Financial Advisor with the Rayfield-Hansen Group, I have nearly two decades of experience in financial management for families and individuals. My professional credentials demonstrate a depth of investment knowledge and a disciplined approach to creating customized financial planning strategies. I am dedicated to delivering exceptional service and to working closely with your current professional advisors in areas of tax, insurance, estate planning and other matters.
A native of Seattle, I graduated from the University of Colorado with a bachelor’s degree in Mechanical Engineering. After graduation, I spent 12 years in engineering, sales and management for global companies in the aerospace, manufacturing and distribution industries. In 2001, I joined Oppenheimer & Co and over the next ten years, I rose to become a Director of Investments. I joined Morgan Stanley in 2011 and co-founded the Rayfield-Hansen Group.
I earned my Certified Investment Management AnalystSM (CIMA®) certification from the University of California, Berkley Haas School of Business in 2006. It certifies my advance knowledge and qualifications in the areas of Modern Portfolio Theory, asset allocation, manager search and selection, investment policy and performance management.
Outside of work, I am involved with the Bellevue Business Round Table and I serve on the State Board for Communities in Schools. My wife, Robin, and I have two children and our family enjoys a wide variety of outdoor activities, including tennis, skiing and mountain biking.
Securities Agent: AZ, CA, FL, ID, IL, KY, MN, NV, OR, SC, TN, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Claudia Hansen, CRPC®
Senior Portfolio Manager
For nearly three decades, I have managed my clients’ finances towards futures designed to preserve their hard-earned money and support their dreams.
As a Vice President and Financial Advisor with the Rayfield-Hansen Group, I focus on creating detailed and comprehensive financial plans that allow our clients to understand the implications of different choices they may make in their financial life. My comprehensive approach to wealth management means that every investment has a purpose and is part of a client’s personalized strategy. As a Portfolio Manager, I develop customized investment solutions utilizing an objective, goal-based approach to wealth management that provides for long-term investing.
I grew up in the Seattle area and graduated with a bachelor of sciences degree in Business Management and Economics from Western Washington University in 1984. After college, I joined Dean Witter Reynolds (Morgan Stanley predecessor), becoming a Financial Advisor in 1989 and a Vice President three years later. I attained my CRPCâ (Chartered Retirement Planning Counselor SM) designation in 2009. Along with my advanced credentials in retirement planning and portfolio Management, I focus on tax management and social impact investing.
Securities Agent: AK, AZ, CA, FL, ID, IL, KY, MN, NC, NV, OR, SC, TN, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
Becky brings an education in finance including a Master's degree in Financial Planning. She has extensive experience including 7 years with Morgan Stanley in service and management roles.
In addition, Becky holds all relevant financial services licenses including her Series 7, 63 & 66.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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