Jessica Whidby

Morgan Stanley Wealth Management

Role
Wealth Management at Morgan Stanley
Location
Naples, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jessica Whidby

Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Operations Management, Microsoft Excel, Risk Management, and Strategic Planning.

Experience

  1. Wealth Management

    Morgan Stanley

    Aug 2010 — Present

    Financial Advisor, Business Development and Marketing

Education

  • Training

    Series 7, 63, 65, 31

    2009 — 2011

  • Sam Houston State University

    BS, Finance

    2003 — 2007

  • Clarkson University

    MBA, Finance

    2007 — 2008

  • Harvard Business School

    Program for Leadership Development Alumni, Organizational Leadership

    2020 — 2021

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