James R McDonald
- Role
- Financial Advisor at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Nov 2021 — Present · Houston, TX, US
We serve our clients through every phase of their life and help them growth and then preserve their wealth so they can meet their goals and leave a legacy for their loved ones. ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: NMLS#22•••21
Education
University of Houston, C.T. Bauer College of Business
Finance, Personal Financial Planning and Business Finance
2018 — 2020
San Diego Mesa College
Associate of Science - AS, Business Administration - Financial Services
2017 — 2018
Central Texas College
Associate of Arts - AA, General Studies
2015 — 2017
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