Jayna Van Stone — Mentor profile, Title: Financial Advisor, Company: Morgan Stanley, Industry: Finance | Financial Services | Private Wealth Management, Mentor Type: Albers

Background

Job Description

Current professional and financial planning specialist with several years of experience supporting clients and advisory teams with a focus on delivering consistently high-touch, detail oriented client experience. Jayna holds the SIE, Series 7, and Series 66 registrations, along with insurance licensing. Jayna and her team bring a client-first, planning oriented mindset and enjoys helping others build confidence in wealth management through thoughtful client service, strong attention to detail, and collaborative support.

Company Description

Founded in 1935, Morgan Stanley provides a wide range of investment banking, securities, investment management, and wealth management services. From offices in 42 countried, Morgan Stanley's approximately 80,000 employees serve clients that include corporations, governments, institutions, and individuals. The firm has three lines of business, each independent, but mutually supportive: Institutional Securities, Wealth Management, and Investment Management.

Employment History

Morgan Stanley - Former Fund Portfolio Associate & Client Service Associate  
Russell Investments _ Administration Analyst

Education

MBA, University of Washington Foster School of Business
BA, Finance, Data Analytics, Economics, Seattle University, Albers School of Business

No civic involvement entered

Mentoring Objectives & Scope

I hope you will gain confidence, leadership skills, tools, and knowledge that will help you navigate the complexities of not only finding a first career, but succeeding in your new role.

As a mentor, I can support students in the following: 

- Resume review, interview prep, LinkedIn branding
- Career exploration, matching interests and talents with professions and industries
- Student transition from college to first professional role
- Improved communication and interpersonal skills
- Expanding a network, building connection, navigating an organization
- First career decision making
- Choosing a sub-industry within Finance
- Learning about & preparing for financial licensing examinations

When and where do you hold meetings with your students?

Prefer in person. I firmly believe in-person is the best way to learn & grow, but I can be flexible to meet virtually. At a coffee shop, local foodie spot, boba joint, one of our Morgan Stanley offices, or golf course (bonus points for this one).

Additional Information

While at Seattle University, Jayna was a Student Athlete as captain on the swim team. She held multiple leadership roles in Albers and within the Athletic department.