Directories
Associate Partner
James Olson
The Casco Bay Group at Morgan Stanley
Member Profile Details
| First Name | James |
|---|---|
| Last Name | Olson |
| Company / Organization | The Casco Bay Group at Morgan Stanley |
Company Information
| Primary Contact | James Olson |
|---|---|
| Job Title | Senior Vice President - Wealth Management, Certified Exit Planning Advisor |
| Website | https://fa.morganstanley.com/cascobaygroup/ |
| Phone | 207.871.7319 |
| Address 1 | 100 Middle Street |
| City | Portland |
| Province / State | Maine |
| Postal Code | 04101 |
| James Olson: LinkedIn | https://www.linkedin.com/in/jamespuiiaolson |
Special Offers
Our Business
Service Category
Financial Services
Business Description
The Casco Bay Group at Morgan Stanley is a multi-generational Wealth Management Team that serves a select group of families, individuals and business owners across the country accumulate, grow and preserve their wealth. Among a host of other services, we provide guidance to business owners who are restructuring a company, either through divestiture, merger, acquisition, or recapitalization. This guidance is tailored to the unique needs of each client as we utilize the resources of a world class Financial Services Leader. Our team is structured to provide comprehensive wealth management services to these clients across multiple generations.
Let’s Do Business Together!
Get in touch with us via phone, email, or online contact form, and we’ll be in touch to discuss the ways in which we can work together.
P.O. Box 3364
Portland, Maine 04104 USA