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            2020 REALTORS® Conference & ExpoFind Your RNovember 2-18, 2020

            Jim Phillips

            Photo: Jim  Phillips
            Jim Phillips
            Morgan Stanley

            Biography

            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.

            Sessions

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