Don't Jump Out of Your Window... at Least Not Yet
Jul 20, 2022 11:30 AM
Jim Ghory | Morgan Stanley
Don't Jump Out of Your Window... at Least Not Yet

With more than twenty years' experience in the financial services industry and at Morgan Stanley, Jim guides clients with individual investments and retirement planning.

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.

Areas of focus: Comprehensive wealth management that includes retirement planning, investment planning, estate planning strategies and long-term care planning.

As one of our past presidents and highly active Rotarians, Kettering Rotary is honored to welcome Jim to our Speaker's Podium.