James L. Smalley

Title: Senior Vice President
Company: The Smalley Berman Group at Morgan Stanley
Location: Wauna, Washington, United States

James Smalley, Senior Vice President of the Smalley Berman Group at Morgan Stanley, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in investment consulting.

After earning Bachelor of Arts and Bachelor of Fine Arts degrees from the Brooks Institute, Mr. Smalley pursued postgraduate studies in economics at the University of Puget Sound in Tacoma, Washington. He joined Morgan Stanley, the multinational investment bank and financial services company, in 1990 and today excels as Senior Vice President, financial advisor, and senior investment management consultant with the firm’s Smalley Berman Group, whose services include asset and cash management, endowments, and foundations, financial planning, municipal bonds, and professional portfolio management.

In addition to his financial advisory services, Mr. Smalley is actively involved in his community. He has served as secretary, treasurer, and chair of the Harrison Medical Center and vice-chair of SightLife, a corneal eye bank with clinics in India and the United States originally founded as the Northwest Lions Eye Bank in Seattle by Mr. Smalley’s father, a pharmacist. Mr. Smalley was given the Gold Presidential Volunteer Award by Morgan Stanley for donating over 500 hours of service to his community and Life Director status with the Home Builders Association of Kitsap County.
Mr. Smalley is a classic car restoration enthusiast and a nationally-known expert on Austin-Healey vehicles. He has shown at the Pebble Beach Concours d’Elegance and has loaned cars to the LeMay Museum in Tacoma since its opening in 2012. He has also bred Bernese Mountain dogs for over 40 years.

Mr. Smalley attributes his success to the trust his clients have for him and the sincerity with which he deals with them. At age 65, he remains committed to his clients and is not considering retirement at present. During his career, he maintains that he learned over the course of his career not to attempt to reinvent the world, to pay attention to tax exposure and to recognize that no matter how much money the customer has, it’s very important to them. Mr. Smalley would like to be remembered as someone who made his clients money without taking too many risks and was available to them to discuss any of life’s decisions.

 

For more information, please visit:

The Smalley Berman Group at Morgan Stanley

 

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