Seattle Harrison

Director of Getting it Done

Seattle Harrison combines financial planning education, client service and firm-wide operations expertise to help JBW families receive a thoughtful and seamless wealth

management experience. She holds both a bachelor's degree in personal financial

planning and a Master of Financial Planning and Analytics from Utah Valley

University. 


At JBW, Seattle works directly with families while also helping keep the operational engine of the firm running. She brings structure to workflows and processes, helps coordinate the many details involved in serving families, and works to make complex financial tasks feel more manageable. She especially enjoys helping people move from “How am I ever going to get this done?” to “I can totally get this done.”


Seattle originally became interested in financial planning because she saw how much stress money can create for individuals and families. Before joining JBW, she gained

experience through internships with both large wealth management organizations

and smaller family-owned firms. Outside of work, she loves spending time outdoors with her four energetic boys and adventure-loving daughter. She also enjoys getting lost in a good book, heading out for a run, staying connected with friends and family, discovering new restaurants with her husband, and listening to music across just about every genre and style.. 


Education & Designations
  • Master of Financial Planning and Analytics – Utah Valley University
  • Bachelor of Science in Personal Financial Planning – Utah Valley University
  • Minor in Business Administration – Utah Valley University

Learn More About Me

  • What are the values that drive you?

    Some of the values that drive me include determination, kindness, compassion and drive.

  • What do you enjoy doing when you are not working?

    When I am not working, I enjoy being outside with my boys as well as reading, catching up on the phone with family and friends, and trying new food places with my husband.

  • If you weren’t an advisor, you’d probably be a…

    Beachside snack shack owner

  • When you were 5, you were pretty sure you’d be a ____ when you grew up.

    Rockstar

  • If you played baseball, what would be your at-bat song?

    “Gold” by Dierks Bentley

  • What are you happiest doing, when you’re not working?

    Listening to music outside with some good food, family, and friends.

  • If you could only eat one meal for the rest of your life, what would it be?

    Cheeseburger, French fries, and a chocolate shake

  • What is the best gift you ever received?

    One Christmas my husband got in contact with families I stayed with and became close to when I lived in Santiago, Chile and created a video of all of them wishing me a Merry Christmas. I hadn’t seen them in years, so it was very touching.

  • If you could share a meal with any 4 individuals, living or dead, who would they be?

    The apostle Paul, Macklemore, Jimmy Buffet, and Kelly Slater

  • What three items would you take with you on a deserted island?

    My music, a copy of my favorite book, and my Mariners baseball cap (assuming there is food and water). If there isn’t any food or water, then water filtration unit, fishing pole, and shotgun.

Let's Explore What's Possible

We believe wealth is about more than growing assets. It's about using your resources intentionally to strengthen your family, pursue meaningful goals, and align your wealth with what matters most.


If you're looking for a trusted guide to help you navigate what's next, we'd love to start a conversation.

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