James Shaffer
First Vice President, Branch Manager, Financial Advisor at Morgan Stanley
Based in Chicago, United States
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Seniority
Other
Department
Other
Location
Chicago
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
Phone
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Background
About James Shaffer
As a Financial Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with their needs. This helps ensure I have a thorough understanding of objectives, and that clients have realistic expectatons and an understanding of the risks and rewards inherent in investments. I contact my clients regularly to stay informed of their everchanging needs. By developing disciplined investment plans based on each client's goals, I offer wealth management strategies for today, and for the years to come.
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