Jalisa Beckwith: Email & Phone Number

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Financial Planning Analyst at Morgan Stanley|Gwynn Oak, Maryland, United States

Position:

Financial Planning Analyst at Morgan Stanley

Location:

Gwynn Oak, Maryland, United States

View Jalisa Beckwith's Email

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Last updated: 2026-06-22

Updated: 2026-06-22

Found email addresses for Jalisa Beckwith:

Business emails:

**@morganstanley.com

Personal emails:

j***@merrilledge.com,

w***@yahoo.com,

w***@hotmail.com,

j***@bankofamerica.com

Found phones for Jalisa Beckwith:

+1-623-***-**11,

+1-623-***-**09

A different Jalisa Beckwith?

Work Experience 11 years

Financial Planning Analyst at Morgan Stanley

Nov 2025 - Current

Financial consultant Workplace at T. Rowe Price

Apr 2024 - Jun 2026

Retirement Specialist at Morgan Stanley

Oct 2022 - Apr 2024

PARTICIPANT SERVICES- FINANCIAL ADVISOR at Merrill Edge

Dec 2021 - Oct 2022

PDT- FINANCIAL ADVISOR at Merrill Edge

Jun 2021 - Dec 2021

Investment Consultant at Merrill Edge

Apr 2020 - Jun 2021

Customer Service Representative at Merrill Edge

May 2019 - Apr 2020

PREFERRED SALES SPECIALIST at Bank of America

Dec 2015 - Oct 2019

Jalisa Beckwith started working in 2015, then the employee has changed 3 companies and 7 jobs. On average, Jalisa Beckwith works for one company for 1 year 5 months.

Their professional focus is CRPC, Customer Service, and Microsoft Excel across 3 core areas.

Jalisa holds Chartered Retirement Planning Counselor, Series 66, and Series 77 certifications.

Education

Bachelor's degree at University of Maryland Global Campus

Frequently Asked Questions

What is Jalisa Beckwith's email address?

SignalHire found verified email addresses for Jalisa Beckwith, both business and personal. Their business email is **@morganstanley.com, and personal emails include j***@merrilledge.com, w***@yahoo.com, and w***@hotmail.com.

What is Jalisa Beckwith's phone number?

SignalHire found multiple verified phone numbers for Jalisa Beckwith: +1-623-***-**11, and +1-623-***-**09.

How do I contact Jalisa Beckwith at Morgan Stanley?

You can reach Jalisa Beckwith through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Jalisa Beckwith's professional background?

Jalisa Beckwith has 11 years of professional experience. They have held roles including Financial consultant Workplace, Retirement Specialist, and PARTICIPANT SERVICES- FINANCIAL ADVISOR at companies such as T. Rowe Price, Morgan Stanley, and Merrill Edge. Their education includes Bachelor's degree from University of Maryland Global Campus.

Is Jalisa Beckwith's contact information up to date?

Yes. Jalisa Beckwith's SignalHire profile was last updated on 22 June 2026, reflecting their current position as Financial Planning Analyst at Morgan Stanley in New York, NY, United States.

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