James M. Patrick - Morgan Stanley Financial Advisor - Stamford, CT

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James M. Patrick
Financial Advisor
First Vice President
Financial Planning Specialist
(203) 326-6929

©2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

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Biography

James M. Patrick
Financial Advisor
First Vice President
Financial Planning Specialist
(203) 326-6929

Associations

  • Business Network International
  • Public Safety Committee - Past Chairman
    Darien, CT
  • Darien Youth Baseball Association - Coach
    Darien, CT
  • University of Michigan Alumni Association
    Darien High School Official Contact

Experience

  • 1988 - Present: Morgan Stanley*
    First Vice President
    Financial Planning Specialist

Education

  • BA - Economics, 1983
    University of Michigan
    Ann Arbor, MI
  • Financial Planning Specialist Designation
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 66 - Uniform Combined State Law Exam
  • Life & Health Insurance Licensed

Honors

  • 20 Year Service Award - Smith Barney

Services

  • Asset Management
  • Access to Lending Services
  • Estate Planning Strategies
  • Wealth Management
  • Retirement Planning
  • Long Term Care Insurance

Licensing

James M. Patrick holds the following registrations:
Securities Agent: AZ, CA, CT, DC, FL, HI, MA, MD, MN, MO, NC, NH, NJ, NY, OH, PA, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

©2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

Market Insights

James M. Patrick
Financial Advisor
First Vice President
Financial Planning Specialist
(203) 326-6929

©2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

Product & Service Brochures

James M. Patrick
Financial Advisor
First Vice President
Financial Planning Specialist
(203) 326-6929

©2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

Contact

James M. Patrick
Financial Advisor
First Vice President
Financial Planning Specialist
(203) 326-6929


James M. Patrick
4 Landmark Square 2nd Floor
Stamford, CT 06901
Phone: (203) 326-6929
Toll Free: (800) 233-2353

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©2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

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James M. Patrick
Financial Advisor
First Vice President
Financial Planning Specialist
(203) 326-6929


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©2018 Morgan Stanley Smith Barney LLC. Member SIPC. All rights reserved.

Disclaimers | Full Site

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Disclaimers



This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.










Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.


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