James Olson

Background

About James Olson

Why the Casco Bay Group at Morgan Stanley I am a member of the Casco Bay Group at Morgan Stanley, a wealth management team within Morgan Stanley. We are a multi-generational team that helps select group of families, individuals and business owners across the country accumulate, grow and preserve their wealth. Our team is structured to provide service to these clients across multiple generations. We invite you to connect with us for your distinctive needs • Wealth Management • Corporate Retirement Plans • Professional Portfolio Management • Comprehensive Financial Planning • Sustainable Investing • Education Planning • Young Investor Education • Alternative Investments, Private Equity • Business Owner Liquidity Planning • Estate Planning Strategies including intergenerational wealth transfer Getting to know James Before joining Morgan Stanley’s predecessor firm Smith Barney in 2007 James enjoyed a 17 year career in engineering and applied science in which he earned over 20 patents and authored numerous technical publications. He earned a BS in Physics from Bates College and an M.S. Materials Science at Worcester Polytechnic Institute. His professional licenses and designations include FINRA Series 7 securities, Series 3 commodities, Series 65 uniform Investment advisor, Series 63 state securities agent, and Maine Life and Health Insurance License. James has also successfully completed the Family Wealth Advisor accreditation program focused on the skills needed to help families communicate about money and values, share their goals and grow and protect wealth across generations. A former collegiate athlete and competitive cyclist, James’ continues to participate in and coach a variety of sports. Other interests include working with children, the creative arts, vintage automobiles, history, literature and hiking. Please contact me by email or telephone only at james.m.olson@morganstanley.com and 207.871.7319 Morgan Stanley. Member SIPC.