Rebecca Stay
First Vice President, Financial Advisor at Morgan Stanley Family Wealth Advisor Senior Portfolio Manager NFLPA Registered Institutional Player Financial Advisor,
- Role
- First Vice President, Financial Advisor at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Rebecca Stay
With my industry experience and education, including a double major in Economics and International Business with a music minor and a performing musician along with a graduate degree in personal financial planning, my background gives me a deeper understanding of my clients and their needs, particularly those in the entertainment industry. This helps me better manage my client assets and liabilities, propose educational and or retirement strategies, develop comprehensive estate planning strategies, or assist in philanthropic management. I provide my clients a financial literacy program with specific modules for middle school, high school, college and young adults. My passion is to help my client realize their dreams. CERTIFIED FINANCIAL PLANNER™ NFLPA Registered Institutional Player Financial Advisor Retirement Planning: Estate Planning Strategies: Portfolio Management: Series 7: Series 9: Series 10: Series 31: Series 65: Life and Disability Insurance; NMLS#13•••24
Experience
First Vice President, Financial Advisor
Aug 2008 — Present · Olympia, WA, US
I leverage the full suite of resources from a world class wealth management firm in order to deliver a personalized experience to select, high net worth households, especially sports and entertainment industry clientele.© 2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted 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 service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/rebecca.stay. The information or content is for US residents only and subject to the following disclosures: insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.NMLS#: 13•••24CA Insurance License #: 0G56075
Education
Columbia Business School
Professional Certifications
2021 — 2023
University of Puget Sound
Bachelor
College for Financial Planning
Master of Science
2008 — 2012
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