James Lannan
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James Lannan Email & Phone Number

First Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley
Location: Greater Minneapolis-St. Paul Area, United States 4 work roles 3 schools
1 work email found @morganstanley.com 1 phone found area 914 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@morganstanley.com
Direct phone (914) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
First Vice President, Financial Advisor at Morgan Stanley
Location
Greater Minneapolis-St. Paul Area, United States
Company size

Who is James Lannan? Overview

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Quick answer

James Lannan is listed as First Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley, a with 501 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 914, and a matched LinkedIn profile for James Lannan.

James Lannan previously worked as First Vice President, Financial Advisor at Morgan Stanley and Associate Vice President, Financial Advisor at Morgan Stanley. James Lannan holds Masters from University Of St. Thomas.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for James Lannan. Compare company email patterns before reaching out.

Profile bio

About James Lannan

Family Wealth, Retirement, Business Exit, Estate & Charitable Gift Planning StrategiesOur practice within this global firm focuses exclusively on serving high net-worth entrepreneurs, privately-held business owners, and executives of publicly traded companies with a minimum of $2.5 million in investable assets on their family balance statement.Among the many points that distinguish our practice are:• High degree of customization supported by Family Office Resources• Consistent discipline in owning fewer number of overall securities• Precise focus in controlling tax efficiency• Transparency: avoiding unnecessary layers of fees• Extensive experience helping clients manage “idiosyncratic risk” in Tax, Retirement & Estate Planning: • Business Owners & Exit Planning: As our client considers the “value of shares” in their company during a formal offer for sale, we help them understand how “the structure of the deal” impacts their family’s wealth plan. • Executives & Management of a publicly-traded company: As our client considers their concentrated position of company stock on their net-worth statement, we help them implement several tax-smart “transition strategies” intended to positively impact their family’s wealth plan. • Employee Stock Purchase Plans (ESPPs) • Stock Options: ISOs, NQSOs • Restricted Stock Units: RSUs, Performance Awards • Rule 144 & 10b5-1 Plans for corporate executives • Company stock in the 401(k) Savings Plan & Net Unrealized Appreciation (NUA)• Access to Private Client Banking & Lending Solutions within our Branch Office • Digital Access & Security: Online-Mobile capabilities & Encrypted document vault• Open Architecture Trust Services: Corporate trustee-partner platform available in all 50 states. • “High touch” service model in collaboration with our client’s accountants, attorneys and other trusted advisors• Client Events & Social Gatherings: participation in our community of clientsThe term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.

Listed skills include Financial Services and Services.

Current workplace

James Lannan's current company

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Morgan Stanley
Morgan Stanley
First Vice President, Financial Advisor at Morgan Stanley
New York City
Employees
501
AeroLeads page
4 roles

James Lannan work experience

A career timeline built from the work history available for this profile.

First Vice President, Financial Advisor

Current

New York, Ny, Us

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlMorgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee.Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

May 2013 - Present

Associate Vice President, Financial Advisor

New York, Ny, Us

Jul 2000 - Jan 2007

Intern, Finance & Marketing

New York, Ny, Us

May 1998 - Jun 1999

Intern, Finance & Marketing

New York, Ny, Us

May 1997 - Jun 1998
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

3 education records

James Lannan education

Masters

University Of St. Thomas

Bachelor Of Arts & Science

Boston College

Diploma, General

Saint Thomas Academy
FAQ

Frequently asked questions about James Lannan

Quick answers generated from the profile data available on this page.

What company does James Lannan work for?

James Lannan works for Morgan Stanley.

What is James Lannan's role at Morgan Stanley?

James Lannan is listed as First Vice President, Financial Advisor at Morgan Stanley at Morgan Stanley.

What is James Lannan's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for James Lannan at Morgan Stanley.

What is James Lannan's phone number?

AeroLeads has found 1 phone signal(s) with area code 914 for James Lannan at Morgan Stanley.

Where is James Lannan based?

James Lannan is based in Greater Minneapolis-St. Paul Area, United States while working with Morgan Stanley.

What companies has James Lannan worked for?

James Lannan has worked for Morgan Stanley.

Who are James Lannan's colleagues at Morgan Stanley?

James Lannan's colleagues at Morgan Stanley include Robin Chavanne, Balázs Piszkor, Maansi Varma, Sara Henderson-Kemp, and Zsófia Boros-Turcsányi.

How can I contact James Lannan?

You can use AeroLeads to view verified contact signals for James Lannan at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did James Lannan attend?

James Lannan holds Masters from University Of St. Thomas.

What skills is James Lannan known for?

James Lannan is listed with skills including Financial Services and Services.

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