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Jim Lillie
Senior Vice President @Morgan Stanley
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WORK HISTORY
Senior Vice President @Morgan Stanley
Lutherville, MD, US
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 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: insurance, Annuities, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force.For more information on the designation(s), go to https://advisor.morganstanley.com/orchard-wealth-management
EDUCATION
Lafayette College
Bachelor's Degree
Cinnaminson HS
High School Diploma/GED
ABOUT JIM LILLIE
The focus of our practice is on Retirement Planning. We take the time to listen to each…
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