James Svigos
Executive Director, Financial Advisor, Family Wealth Director, and Portfolio Management Director with The Svigos Gray Wealth Management Group at Morgan Stanley
- Role
- Executive Director- Family Wealth Director- Wealth Management- Financial Advisor at Morgan Stanley
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About James Svigos
I help individuals, families and business owners simplify the complexities of wealth –…
Experience
Executive Director- Family Wealth Director- Wealth Management- Financial Advisor
Aug 2009 — Present
2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-svigos-gray-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS#: 12•••82
Education
Columbia University in the City of New York
BA
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