James Koehler

Background

About James Koehler

After graduating from the University of Wisconsin, I went on to pursue my passion for entrepreneurship. I joined Morgan Stanley and founded The Koehler Group, where I have dedicated my practice to helping others. By developing relationships with each of my clients, I am able to understand their unique situation and work with them to develop a personalized financial strategy. In my spare time I enjoy fishing, golfing, biking, and relaxing at the shore. Our Mission: The Koehler Group at Morgan Stanley tries to bring order from chaos. While our clients are bombarded with news from around the world 24 hours a day, we help to keep them disciplined and focused on both their long and short-term goals. Through our portfolio analysis, we can help alleviate some of the anxiety that comes with market fluctuations. We work closely with our clients other trusted advisors in shaping a lifetime income plan as an estate planning strategy so future generations can benefit as well. We pride ourselves on having a highly personalized practice where we are accessible and sensitive to the busy world in which our clients live. NMLS: 1316586