About My Practice
At the Legacy Group of San Antonio at Morgan Stanley, we come to the office excited to work with our clients to plan their financial futures. Combining extensive experience and top industry credentials like CERTIFIED FINANCIAL PLANNER ™ and Chartered Retirement Plans Specialist, we provide high net worth individuals and business executives with a high level of service and personal attention. We offer detailed, holistic wealth management plans including tailored investment strategies, risk mitigation, asset transfer strategies and for the next generation, heritage training. As our name states, we want to help you leave a lasting legacy. We gain your trust the old fashioned way, we earn it.
Jim is a graduate of the U. S. Air Force Academy and Louisiana Tech University where he earned a MBA - Finance. In 2009, after serving 24 years in the United States Air Force, he joined Morgan Stanley where he specializes in a holistic approach to financial planning. His professional credentials include CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Plans SpecialistSM, Financial Planning Specialist, Series 7, 31, 66 and Texas insurance licensing.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 31, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Plans Specialist (CRPS®)
Morgan Stanley Smith Barney
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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