Alyssa Yu
Financial Advisor, Portfolio Manager & Financial Planning Specialist at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Alyssa Yu
I provide business owners, executives and high net worth individuals and families with advisory services and comprehensive solutions to help maximize their ability to earn, save, prepare for retirement and preserve wealth for current and future generations, so they can spend their time to do what is important to their lives.I have experience working with a number of successful business owners who are similar to you. I help them with their finances, such as balancing retirement funding and educational funding for their children. I help make sure they have a realistic plan in place to reach those goals. I am available to provide my clients with the personalized, high-touch attentiveness they require. A keystone of my financial practice is my dedication to providing unparalleled client service. I strive to ensure all emails and phone calls are returned promptly.
Experience
Financial Advisor
Sep 2020 — Present
2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 20•••91
Education
UC Santa Barbara
Bachelor's degree, International/Global Studies
2008 — 2011
Skills
- Business-to-Business (B2b)
- Marketing Strategy
- Sales
- Entrepreneurship
- Account Management
- Direct Sales
- Strategy
- E-Commerce
- Product Marketing
- Retail
- Strategic Partnerships
- Sales Operations
- Customer Service
- Business Development
- Marketing
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