Rebecca Stay

CFP, Associate Vice President, Wealth Management, Financial Advisor, Portfolio Manager, CERTIFIED FINANCIAL PLANNER

Contact Me
Rebecca Stay

MY MISSION STATEMENT

Helping clients like you achieve all of your retirement and investing goals

My Story and Services

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement

Access to Private Banking >

Services Include

  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Wealth Consulting
  • Wealth Management
  • Sustainable Investing
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance

Securities Agent: AZ, CA, CO, FL, HI, ID, IL, MN, MO, NC, NV, NY, OH, OR, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1364424


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 2727 Hollycroft, Suite 330
  • Gig Harbor, WA 98335


    Education

    Education

    • Master of Science, Personal Financial Planning Major College for Financial Planning
    • Bachelors in Economics University of Puget Sound
    • CERTIFIED FINANCIAL PLANNER™ Kaplan University
    • Series 65, Uniform Investment Advisor Law Examination
    • Series 63, Uniform Securities Agent State Law Examination
    • Series 7, General Securities Representative Examination
    • Insurance Licensed
    • Life & Disability Insurance Licensed
    • Series 31, Managed Futures and Commodities

    Client Service Team

    Client Service Team

    Diane Boileau


    Associations

    Associations

    • Financial Planning Association Puget Sound Chapter
    • University of Puget Sound Alumni Association
    • Gig Harbor Chamber of Commerce
    • Past Board Member Tacoma Symphony Orchestra
    • Tacoma Concert Band
    • Harbor Winds
    • Canterwood Golf and Country Club
    • The First Tee of South Puget Sound
    • The American College of Financial Services

    Experience

    Experience

    2008 - Present: Morgan Stanley*


    Associate Vice President
    Financial Advisor
    Certified Financial Planner™
    Gig Harbor, WA

    1999 - 2008: AG Edwards

    Financial Advisor

    1993 - 1999: Dain Bosworth

    Financial Advisor

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Rebecca Stay today.

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    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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