Jim Loleit
Vice President, Financial Advisor at Morgan Stanley
Based in Farmington, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Farmington
Industry
Financial Services
Company size
100K
Contact information
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j•••••••@morganstanley.com
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Background
About Jim Loleit
I have over 25 years of experience in the Financial Services industry. I am a Vice President, Investment Management Consultant and founding partner of The Sage Group at Morgan Stanley. I have gained the knowledge and experience essential to educating clients about their financial plans and portfolios, according to their individual objectives and goals. My areas of focus include retirement planning, financial planning, annuities, and 401(k) rollovers. I work directly with clients to create customized and feasible investment strategies. Born and raised in Farmington, NM, I went on to pursue my Master’s in Business Administration and Master’s in Health Administration from Xavier University in Cincinnati, OH. Prior to joining the firm, I spent 8 years working on the Planning and Development teams at St. Mary-Corwin hospital in Pueblo, CO and San Juan Regional Medical Center.
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