Laura Stone Shifflette

Vice Chairman/Coo At Passage Wealth Advisors, Llc

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Position:

Vice Chairman & Chief Operating Officer at Passage Wealth Advisors, LLC

Location:

Seattle, Washington

Industry:

Financial Services

Work:

Passage Wealth Advisors, LLC since May 2006
Vice Chairman & Chief Operating Officer
Shifflette & Associates 1993 - 2005
President, Owner
WSA 2003 - 2003
Interim Executive Director, Washington Wins!
Skagit Valley Transportation 1993 - 1994
Sr. Vice President, Owner
Alaska Marine Lines, Inc. 1985 - 1993
Vice President

Education:

City University of Seattle 1984 - 1988
MBA, Business Pomona College 1973 - 1977
BA, International Relations Institut d'Etudes politiques de Paris 1976 - 1976
Lakeside School 1970 - 1973
Diploma, College Prep

Skills:

Wealth Management
Investment Strategies
Investments
High Net Worth Individuals
Estate Planning
Insurance
Asset Management
Strategic Planning
Business Planning
Alternative Investments
Public Speaking
Philanthropy
Fundraising
Nonprofits
Human Resources
Capital Campaigns
Litigation Management
Flow Analysis
Transportation
Liabilities
Asset Allocation

Interests:

Boating, vintage wooden yachts, skiing, scuba diving, biking, hiking, art, painting, gourmet cooking, wine, travel

Honor & Awards:

Seattle Magazine FIVE STAR Wealth Manager, 2010-2011

Languages:

French
Spanish

Certifications:

Certified Wealth Strategist (R), Cannon Financial Institute

Vice Chairman And Chief Operating Officer

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Location:

Seattle, WA

Industry:

Financial Services

Work:

Passage Wealth Advisors, LLC since May 2006
Vice Chairman & Chief Operating Officer
Shifflette & Associates 1993 - 2005
President, Owner
WSA 2003 - 2003
Interim Executive Director, Washington Wins!
Skagit Valley Transportation 1993 - 1994
Sr. Vice President, Owner
Alaska Marine Lines, Inc. 1985 - 1993
Vice President

Education:

City University of Seattle 1984 - 1988
MBA, Business Pomona College 1973 - 1977
BA, International Relations Institut d'Etudes politiques de Paris 1976 - 1976
Lakeside School 1970 - 1973
Diploma, College Prep

Skills:

Wealth Management
Investment Strategies
Investments
High Net Worth Individuals
Estate Planning
Insurance
Asset Management
Strategic Planning
Business Planning
Alternative Investments
Public Speaking
Philanthropy
Fundraising
Nonprofits
Human Resources
Capital Campaigns
Litigation Management
Flow Analysis
Transportation
Liabilities
Asset Allocation
Strategy
Business Process Improvement
Management Consulting
Due Diligence
Succession Planning
Mergers and Acquisitions
Banking
Investment Advisory
Management
Financial Advisory
Analysis
Portfolio Management
Securities
Policy
Financial Services
Executive Management
Series 63
Series 7
Mutual Funds
Entrepreneurship
Retirement Planning
Leadership
Process Improvement
Finance
Private Equity
Business Strategy
Strategic Financial Planning
Wealth
Risk Management

Interests:

Social Services
Boating
Skiing
Education
Art
Scuba Diving
Biking
Gourmet Cooking
Hiking
Painting
Vintage Wooden Yachts
Travel
Arts and Culture
Wine

Languages:

French
Spanish

Certifications:

Certified Wealth Strategist ®
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent State Law Exam
Insurance License: Life, Disability, Variable, Long Term Care