Jim Phillips – Senior Vice President| Alternative Investments Director| Financial Advisor| Senior Investment Management Consultant
Jim partners with his clients to help simplify their financial lives & maintain their desired lifestyle throughout retirement. His clients include successful professionals, small business owners, high net worth individuals, not-for-profit organizations & foundations.
With over 30 years in the financial industry, Jim has been with Morgan Stanley & its predecessor firms since 2003. He is also a member of the firm’s Chairman’s Council. Jim holds a Bachelor’s Degree in Business Management from the University of Wyoming. He also attended Consulting Group University for advanced studies in asset management. Jim is an Eagle Scout, & has been a Scout Master for the Boy Scouts of America.
Jim & his wife Tammy have been married for 40 years. They enjoy many outdoor-related activities & trips with their children & grandchildren. Jim is also active in his church.