James Bishop

James Bishop is a Family Wealth Manager at Morgan Stanley, known for his holistic approach to wealth management and financial planning. With focused credentials such as CEPA® RICP®, CDFA®, and QPFC®, James specializes in creating positive outcomes for his clients through comprehensive strategies that encompass all aspects of their financial lives. He is committed to excellence and integrity positioning him as a trusted advisor for business owners, entrepreneurs, and families alike.

Specialty Areas

• Business Services
• Finance & Insurance