Jim PhillipsSenior Vice President, Alternative Investments Director; Financial Advisor, Senior Investment Manage Morgan Stanley Salt Lake City, UT
Jim partners with his clients to help simplify their financial lives and maintain their desired lifestyle throughout retirement. His clients include successful professionals, small business owners, high net worth individuals, not-for-profit organizations, and foundations.
With over 30 years in the financial industry, Jim has been with Morgan Stanley and its predecessor firms since 2003. He is also a member of the firm’s Chairman’s Council. Jim holds a Bachelor’s Degree in Business Management from the University of Wyoming. He also attended Consulting Group University for advanced studies in asset management. Jim is an Eagle Scout, and has been a Scout Master for the Boy Scouts of America.
Jim and his wife Tammy have been married for 40 years. They enjoy many outdoor-related activities and trips with their children and grandchildren. Jim is also active in his church.