Advisors at this firm
Matthew H
CFA®
Bellevue, WA
Emerald Advisors, LLC
Matthew Hill is a CFA® charterholder and financial advisor with Emerald Advisors, LLC in Bellevue, WA, where he has worked since 2026. He previously held positions at Premera Blue Cross from 2020 to 2026 and BlackRock from 2015 to 2020. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm emphasizes capital preservation through long-term, tax-efficient, buy-and-hold strategies and offers customized planning, discretionary portfolio management, and access to a range of investment options including private equity and closely held real estate.
Michael S
Series 66
Bellevue, WA
Emerald Advisors, LLC
Michael Smith is a financial advisor with Emerald Advisors, LLC in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He previously worked at Merrill Lynch from 2007 to 2019 before joining Emerald Advisors in 2019. Outside of his advisory role, Smith serves on the Seattle Children’s Hospital Legacy Council, contributing to the nonprofit’s growth planning. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a customized, top-down planning process focused on capital preservation through long-term, tax-efficient strategies while incorporating private equity, real estate, and other alternative investments when appropriate.
Michael M
ChFC®, Series 66
Bellevue, WA
Emerald Advisors, LLC
Michael Mcferran is a financial advisor at Emerald Advisors, LLC, holding the ChFC® designation and Series 66 license with 18 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm offers financial planning, consulting, and discretionary portfolio management, emphasizing long-term, tax-efficient strategies tailored to clients’ risk tolerance and liquidity needs.
Megan H
CFA®
Bellevue, WA
Emerald Advisors, LLC
Megan Hannah is a CFA® charterholder and financial advisor at Emerald Advisors, LLC with five years of industry experience. She has worked at Emerald Advisors since 2019 and previously spent 12 years at BlackRock, Inc. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm employs a top-down, family-specific planning process focused on capital preservation through long-term, low-cost, tax-efficient strategies, while also incorporating private equity, closely held real estate, market-linked notes, ETFs, and individual securities as appropriate.
Emily W
CFP®, Series 63, Series 66
Bellevue, WA
Emerald Advisors, LLC
Emily Weed is a CFP® with nine years of industry experience, currently serving as an advisor at Emerald Advisors, LLC since 2019. Her prior roles include positions at Bank of America, Merrill, and Axa Advisors. She also took a year for extended travel in 2016. Emerald Advisors is a multi-family office–style registered investment adviser serving individuals, high-net-worth families, trusts, estates, and other entities. The firm emphasizes a top-down, family-specific planning process and capital preservation through long-term, low-cost, tax-efficient, buy-and-hold strategies, while also incorporating private equity and other alternative investments when appropriate.