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James Belew

James Belew

Senior Vice President, Financial Advisor

Followers of James Belew77 followers
location of James BelewGreater Florence-Muscle Shoals, Alabama Area

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  • Timeline

  • About me

    Senior Vice President, Financial Advisor at Morgan Stanley

  • Education

    • University of North Alabama

      1975 - 1978
      Master's Degree

    • University of North Alabama

      1967 - 1970
      Bachelor's Degree

  • Experience

    • Morgan Stanley

      Sept 2020 - now
      Senior Vice President, Financial Advisor

      NMLS#: 510694© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), 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: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s), go to https://advisor.morganstanley.com/the-belew-and-connolly-team Show less

  • Licenses & Certifications

    • Certified 401(k) Professional

      TRAU-Retirement University
      May 2015

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      May 2007

    • Certified Financial Planner

      CFP Board of Standards
      Aug 2005

    • Corporate Retirement Director

      Morgan Stanley Wealth Management

    • Senior Portfolio Management Director

      Morgan Stanley Wealth Management