Morgan Stanley Wealth Management appoints Potsdam executive to President's Club
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.
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