POUGHKEEPSIE – Morgan Stanley (NYSE: MS) has announced that James Walker Jr., a Financial Advisor, Vice President, and Portfolio Management Director in the Firm’s Wealth management office in Poughkeepsie, has been promoted to Resident Manager.
James and his partner, Rita Gaffney, joined Morgan Stanley in 2009 from Merrill Lynch.
A member of Morgan Stanley’s Diversity Council, Walker has volunteered with a number of non-profit organizations in the Poughkeepsie community, including the United Way of Dutchess County, Vassar Brothers Medical Center Board of Trustees, and Catherine Street Community Center.
Walker is a native of Ossining, NY. He attended Clark College in Atlanta Georgia. James currently lives in Hopewell Junction, NY with his wife and two children.
“James is both a valued financial advisor to his clients and an active member of the Poughkeepsie community,” said Morgan Stanley Complex Manager Dean Wallace. “As resident manager, he will continue to grow the Morgan Stanley brand in the region.”
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For more information about Morgan Stanley, please visit www.morganstanley.com.
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