Jonathan Shane is a Vice President, Executive Financial Services Director and Financial Advisor at Morgan Stanley. He joined the Stern-Hess group in 2011 and is responsible for business development, corporate relationship management, and comprehensive financial planning. Jonathan is the initial point of contact for all new 10b5-1 plan and Executive Financial Service programs for the teams corporate clients. With substantial knowledge of Morgan Stanleys financial planning tool, LifeView, Jonathan provides clients with in-depth analyses of their individual retirement horizon and other long term goals. His ability to work with clients to help them solve their complex financial issues has made him an integral part of every client relationship. He was recognized and earned membership in the 2018 & 2019 Pacesetters Club within Morgan Stanley. These highly sought after awards are earned through exceptional performance and dedication to clients. Jonathan was also named as a Five Star Wealth Manager for 2020. By earning this honor, Jonathan has shown an outstanding commitment to his clients. Jonathan is a Bay Area native and attended the University of Arizona, graduating with a Bachelor of Science in Business Economics. He has his series 7 and 66 Securities Licenses as well as his Health and Life Insurance Licenses. In addition, he has completed a Personal Financial Planning course at UCLA. Jonathan is currently studying for his Masters of Business Administration and is enrolled at Cornell's Johnson Graduate School of Management. In his spare time, he enjoys playing golf, cycling, traveling the world and watching his Bay Area professional sports teams win world championships. NMLS# 1496443 CA Insurance Lic.# 0I65923