Stanley Barnes — Personal Business Manager · SEI Private Wealth Management

Stanley Barnes — Personal Business Manager · SEI Private Wealth Management · United States.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

About

Stanley Barnes is a Wealth Advisor at SEI, which he joined in June 2025. He works with wealthy individuals and families on investment and wealth planning, including portfolio management, tax planning and estate planning. He holds a bachelor’s degree in Economics, Chinese and Asian Studies from the University of Colorado and is a CFA charterholder.

Experience

Wealth AdvisorCurrent
SEI · Seattle, WA
Jun 2025 – Present
• Strategic Planning: Design and execute personalized, goals-based financial strategies that align with clients’ long-term objectives, including retirement, estate, philanthropic, and succession planning. • Client Relationship Management: Build and nurture deep, enduring relationships with clients and their families, serving as a central point of contact for all wealth management needs. • Collaborative Execution: Partner with internal advice and service teams to deliver integrated, high-touch financial solutions that reflect the full spectrum of clients’ financial lives. • Wealth Management Process: Lead the implementation of the Private Wealth Management team’s client-centric process, ensuring consistent delivery of high-quality advice and service. • Multi-Generational Focus: Guide clients through complex family dynamics and generational transitions, helping preserve and grow wealth across generations.