James C. Rivard
Senior Vice President, Financial Advisor at Morgan Stanley
Based in Detroit, United States
7-day free trial · no credit card
Seniority
Vp
Department
Finance & Accounting
Location
Detroit
Industry
Financial Services
Company size
100K
Contact information
Reveal James's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@morganstanley.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About James C. Rivard
At the Rivard Group at Morgan Stanley, we help clients realize their financial goals. Using a highly personalized approach, together with clients, we create financial plans and investment strategies tailored to each client’s short and long-term objectives. We look at the planning process holistically, reviewing all financial assets and obligations, because we know that successful wealth management includes more than just investments. As seasoned Financial Advisors, we are as focused on managing risk in clients’ portfolios as we are on growing their assets. With access to Morgan Stanley's renowned global resources and investment opportunities, we help clients develop and maintain an optimal investment strategy. Areas of focus: Retirement Planning, Cash Management, Lending Solutions, Asset Management,401(k) Rollovers, Planning for Education Funding, Estate Planning Strategies, Life Insurance, Long Term Care Insurance, Corporate Retirement Plans. CA Insurance License #0I04690
Decision-makers
Other people at Morgan Stanley
- AJOther
Abhinav Jha
Vice President Morgan Stanley · Other
- SDOther
Saurabh Dwivedi
Solution Architect | SDET Manager | Devops Lead | Java | Spring | Python · Other
- KYOther
Kenneth Yao
Non-market Risk Manager, Institutional Equities Division · Other
- KLStaff
Kévin Laventure
Equity Exotics Trading · Other
- LCStaff
Lara Ceppi
Business Development Associate · Sales & Business Development
Build a list of verified contacts at Morgan Stanley
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like James
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime