EXPERTS - JESSICA YU

 

MWL ADVISORY

2955 80th Ave SE Suite 201

Mercer Island, WA 98040

Direct: (206) 462-6302

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PROFESSIONAL HISTORY

 

  • Client Service Associate,
    Morgan Stanley Wealth Management (2015 to 2021)

EDUCATION

 

  • B.A., Politics, Philosophy, and Economics: Economics; Communications
    University of Washington (2015)

Jessica joined MWL Advisory in 2021 after making the transition from Morgan Stanley, a financial services firm, where she served as a Client Service Associate in the Wealth Management division. She graduated from the University of Washington with a double major in Politics, Philosophy, and Economics with concentration in economics, and Communications. She comes from a background more than five years in financial analysis.

Professional Experience
 

Jessica’s experience includes assisting on claim analysis and contract audits on more than ten engagements.