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Mitch Anderson, Jr.
Financial Advisor
33400 Ninth Avenue South
Suite 100
Federal Way, WA 98003
tel: 253-874-9989
toll free: 800-533-5660
fax: 253-874-9999
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Gig Harbor Chamber of Commerce
    Board of Directors
    Public Affairs Forum Committee
    Golf Tournament Committee
  • Tacoma-Pierce County Chamber of Commerce
    Ambassador
    Small Business Committee
  • Federal Way Chamber of Commerce
  • Harbor Christian Center
    Worship Team Drummer
    Gig Harbor, WA
  • Washington State University - Alumni Association
  • Delta Sigma Phi - WSU Alumni Chapter
    Charter Member
  • West Point Parents' Club of Washington
  • Harbor Soccer Club
    Head Coach
    Gig Harbor, WA
Services
  • Financial Planning
  • Wealth Management
  • 401k Rollovers
  • Education Planning
  • Retirement Planning
  • Corporate Retirement Plans
  • Estate Planning
  • Alternative Investments
  • Cash Management
  • Certificates of Deposit
  • Municipal Bonds
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Lending Services
  • Philanthropic Services
  • Women and Company®
  • Endowments and Foundations
  • Socially Responsible Investing
  • Planning for Special Needs Individuals
Education and Licensing
  • Bachelor of Arts, 1982
    Washington State University
    Pullman, WA
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Disability Insurance Licensed
  • Long Term Care Insurance Licensed
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Federal Way, WA
  • Talent Quest
    Senior Account Executive
    Seattle, WA
  • AT&T Wireless
    Enterprise Corporate Account Manager
    Redmond, WA
Bulletin Board
  • See Special Reports for the November Graystone Investor’s monthly featuring “Let’s Get Real: Looking for investments that can outpace future inflation. “How can investors position themselves for better times? The answer lies in investing with an eye toward outpacing inflation. We believe that investors should focus on real returns.”, says Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard, “In our view, it is now appropriate for investors to consider the future with far less fear and foreboding than in the middle of the Great Recession.” The economic and investment implications of this development are explored. Also inside, "Higher Prices, Lower Volatility” which explores the emerging market equities.
  • Please see My Viewpoint on the left for a copy of my latest Newsletter.
Mitch Anderson, Jr. is licensed in the following state(s): CA, CO, ID, OR, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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