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James Lapaglia

I have been providing financial advice with Morgan Stanley since 1997. My professional background as a CPA* helps... | Utica, New York, United States

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James Lapaglia’s Emails [email protected]

James Lapaglia’s Phone Numbers No phone number available.

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James Lapaglia’s Location Utica, New York, United States

James Lapaglia’s Expertise I have been providing financial advice with Morgan Stanley since 1997. My professional background as a CPA* helps me guide my clients not only on investment matters, but also estate, retirement and financial planning strategies. At Morgan Stanley, we offer a comprehensive array of products and services that can be customized to fit your individual needs. My objective is to help provide our clients with advice to assist them in achieving their desired financial goals. I have a diversified group of clients that include high net worth individuals, businesses and not-for-profit corporations. Please visit my website below or contact me through my email address at [email protected], or by phone at (315)-792-1289. Areas of Focus: Retirement, estate and financial planning strategies. 401(k) rollovers. Life and long term care insurance planning. Cash Management and Lending Solutions. NMLS # 1282942. *However I do not perform this function at Morgan Stanley.

James Lapaglia’s Current Industry Morgan Stanley

James Lapaglia’s Prior Industry
Morgan Stanley | Darcangelo

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Work Experience

Morgan Stanley

Vice President, Financial Advisor

Mon Dec 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Darcangelo

Partner/Cpa

Sun Nov 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Nov 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)

Morgan Stanley

Vice President, Financial Advisor

— Present

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James Lapaglia Email Addresses

[email protected] Email

James Lapaglia Phone Number

No phone number available. Phone number

FAQ About James Lapaglia

James Lapaglia is located at
Utica, New York, United States

James Lapaglia is a
I have been providing financial advice with Morgan Stanley since 1997. My professional background as a CPA* helps me guide my clients not only on investment matters, but also estate, retirement and financial planning strategies. At Morgan Stanley, we offer a comprehensive array of products and services that can be customized to fit your individual needs. My objective is to help provide our clients with advice to assist them in achieving their desired financial goals. I have a diversified group of clients that include high net worth individuals, businesses and not-for-profit corporations. Please visit my website below or contact me through my email address at [email protected], or by phone at (315)-792-1289. Areas of Focus: Retirement, estate and financial planning strategies. 401(k) rollovers. Life and long term care insurance planning. Cash Management and Lending Solutions. NMLS # 1282942. *However I do not perform this function at Morgan Stanley. Morgan Stanley

James Lapaglia currently works in the
Morgan Stanley

James Lapaglia specializes in
I have been providing financial advice with Morgan Stanley since 1997. My professional background as a CPA* helps me guide my clients not only on investment matters, but also estate, retirement and financial planning strategies. At Morgan Stanley, we offer a comprehensive array of products and services that can be customized to fit your individual needs. My objective is to help provide our clients with advice to assist them in achieving their desired financial goals. I have a diversified group of clients that include high net worth individuals, businesses and not-for-profit corporations. Please visit my website below or contact me through my email address at [email protected], or by phone at (315)-792-1289. Areas of Focus: Retirement, estate and financial planning strategies. 401(k) rollovers. Life and long term care insurance planning. Cash Management and Lending Solutions. NMLS # 1282942. *However I do not perform this function at Morgan Stanley.