James Weight
Financial Planning Director at Morgan Stanley
Based in Moseley, United States
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Seniority
Director
Department
Finance & Accounting
Location
Moseley
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
Phone
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Background
About James Weight
My mission is to simplify retirement planning and to teach everyone to save for their futures. I have 20 years of Financial Services & Retirement Planning experience. I excel at influencing decision-makers to renew contracts, add plans, and expand features that increase revenue and improve plan health. I am an expert at project management, leading external & internal partners into collaborative solutions. As a CFP®, I have a thorough understanding of today's markets and the economy and I communicate clearly to create strategies that improve outcomes. A lot has changed in 2020. I have a passion for designing new marketing initiatives for our virtual & digital world that connect with millennials, savers, and retirees. Specialties: 457 - 401a - 401k plan design, Certified Financial Planner™, Relationship Management, Economics, Financial Analysis
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