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Stephen  Morse, CPA, CFP®

Stephen Morse, CPA, CFP®

Financial Advisor

425-274-4235

stmorse@rwbaird.com

TEAM WEBSITE

Stephen joined Baird in 2023 after nearly 15 years in financial services. Stephen started his career as an auditor for PricewaterhouseCoopers, where he earned his CPA and specialized in financial statement investigation. He then held positions of increasing responsibility for Paccar and Sunrise Identity, in their accounting department, before launching into the start-up and business turn-around world where he experienced how competent and caring financial acumen can benefit people and their families directly.

Stephen graduated from Seattle University in 2009 with a degree in Accounting and a minor in Finance.

Stephen is active in the community as a member of Seattle Rotary and serving the non-profit space in advisory and board of director capacities.

Stephen is a 4th generation Seattleite and his interests in his free time include sailing, skiing, spending time with friends and family on Whidbey Island and in the San Juan Islands, including his yellow labrador retriever, Splash.