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Gabriella Sheffield

Northwest Asset Management

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About Gabriella Sheffield

Gabriella Sheffield is a financial advisor with Northwest Asset Management. Gabriella has been in the financial industry for over 15 years and is a Certified Financial Planner. Gabriella has experience providing a wide range of financial planning services to individuals, families, and businesses. Gabriella is registered to provide investment advisory services in Arizona, California, New Hampshire, Texas, and Washington.

Firm Information

Gabriella Sheffield is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gabriella Sheffield’s Registration & Firm History

WA

06/29/2018 - Present

Northwest Asset Management (MERCER ISLAND WA)

CA

08/24/2012 - 09/29/2014

UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)

CA

10/23/2009 - 09/04/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)

CA

11/21/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LA JOLLA CA)

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Licenses & Designations

BOTH

Issued 01/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gabriella Sheffield.
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