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James Woldert

Financial Advisor at Morgan Stanley - Senior Vice President - CIMA®

James Woldert is a highly professional and experienced financial advisor with a strong commitment to integrity and expertise.

He specializes in providing tax-efficient strategies for clients including small business owners, corporate executives, CPA's, doctors, attorneys, and retirees.

James takes a holistic approach by collaborating with CPA's and estate attorneys to tailor customized strategies that align with the short and long term goals of his clients.

With a Bachelor of Science in Economics from The University of Texas at Austin, he brings a solid educational background to his practice.

Currently serving as a Financial Advisor and Senior Vice President at Morgan Stanley, James Woldert has previously held the role of Vice President - Investments at UBS, showcasing his extensive experience in the financial sector.

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Location

Houston, Texas Area