Jess K. Williams, Financial Advisor at Morgan Stanley

Jess K. Williams, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley Excellence in helping clients like you with your personalized investment and financial strategies.

I am a CERTIFIED FINANCIAL PLANNER™tm and have worked with clients on wealth management, planning, and investment strategies since 2004. My focus is helping individuals, families and business owners develop and implement a comprehensive holistic wealth management strategy that best fits their needs. I take a personalized long term approach to helping clients that utilizes the appropriate strategie

s and the resources that Morgan Stanley provides.


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For more information on the designation(s), go to https://fa.morganstanley.com/jess.k.williams/index.htm/

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Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https:...
12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3RoewTf

Fall season means new car savings! For my Reserved clients, check out Morgan Stanley Reserved’s automobile offers from B...
10/03/2023

Fall season means new car savings! For my Reserved clients, check out Morgan Stanley Reserved’s automobile offers from BMW, Lexus, Mercedes-Benz, Audi and more: https://mgstn.ly/3PJSIR0

Morgan Stanley leadership sat with the Shibutani siblings, groundbreaking ice skaters, to discuss the importance of spre...
09/12/2023

Morgan Stanley leadership sat with the Shibutani siblings, groundbreaking ice skaters, to discuss the importance of spreading the stories of other amazing AAPI figures in their book, Amazing: Asian Americans and Pacific Islanders Who Inspire Us All: https://mgstn.ly/3r6xaVh

Recent advancements in artificial intelligence (AI)—including machine learning and natural language processing—can be po...
08/29/2023

Recent advancements in artificial intelligence (AI)—including machine learning and natural language processing—can be powerful tools for sustainability-focused investors. But make sure you are aware of the risks and questions to ask when assessing AI capabilities. Let's discuss.

Learn the biggest applications of artificial intelligence for sustainable investing, risks and questions ESG investors should ask when assessing AI tools.

Long sunny days and the smell of barbeques are sure signs that summer has arrived. Before you kick off your shoes and di...
07/07/2023

Long sunny days and the smell of barbeques are sure signs that summer has arrived. Before you kick off your shoes and disconnect, consider checking-in on your financial plan to make sure you’re still tracking toward your goals. These 5 tips may help.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

Summer essentials: sunscreen, swimwear and a good book or podcast to inspire your next journey. Check out these recommen...
07/07/2023

Summer essentials: sunscreen, swimwear and a good book or podcast to inspire your next journey. Check out these recommendations from Morgan Stanley leaders: https://mgstn.ly/3PoLVg6

Summer’s nearly here, and what better way to celebrate the season of freedom and fun than with an adventurous road trip?...
06/05/2023

Summer’s nearly here, and what better way to celebrate the season of freedom and fun than with an adventurous road trip? Here are 5 adventurous summer road trip routes. https://mgstn.ly/3BSs4xM

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.16% Annual Percentage Yield with a 3 to 11-mont...
05/17/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.16% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3pO9nIO

Here’s to moms, dads and grads! Shop our Gifts for Good guide for gifts to celebrate spring occasions while making an im...
05/05/2023

Here’s to moms, dads and grads! Shop our Gifts for Good guide for gifts to celebrate spring occasions while making an impact. It’s a win-win: https://bit.ly/3AXDjEw

Visit the Whitney Museum in New York City, compliments of Morgan Stanley! The museum is offering two complimentary admis...
03/23/2023

Visit the Whitney Museum in New York City, compliments of Morgan Stanley! The museum is offering two complimentary admission tickets to Reserved Living & Giving members. Explore its unique collection of American art when you redeem this offer. https://mgstn.ly/3EHfqUe

What to read and listen to next? Check out these recommendations from Morgan Stanley leaders: https://mgstn.ly/3kMIaDU
03/07/2023

What to read and listen to next? Check out these recommendations from Morgan Stanley leaders: https://mgstn.ly/3kMIaDU

Investors may experience economic and market turbulence this year. Let’s work together to develop a financial plan that ...
03/01/2023

Investors may experience economic and market turbulence this year. Let’s work together to develop a financial plan that can help you navigate uncertainty.

Investors may see new economic and market turbulence in 2023. These financial strategies can help you weather the storm.

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28 State Street
Boston, MA
02109

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