Morgan Stanley announces that James C. Theodore, CFP®, in the Potsdam Morgan Stanley office has been appointed to the firm's prestigious President’s Club.

The appointment recognizes Theodore, who is an executive director, financial advisor, senior portfolio management director, and financial planning specialist with consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.

Theodore, who has been with Morgan Stanley Wealth Management since 2000, is a native of Potsdam where he lives with his wife, Abbe, and children, Grace and Christos. He holds bachelor’s degrees from Pace University in Finance and Accounting with a minor in economics and became a CFP® certificant in 2007.

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. For more information about Morgan Stanley, please visit www.morganstanley.com.