James Olson
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James Olson Email & Phone Number

Senior Vice President - Wealth Management, Financial Advisor with The Casco Bay Group at Morgan Stanley at Morgan Stanley
Location: Portland, Maine Metropolitan Area, United States 4 work roles 4 schools
1 work email found @morganstanley.com 6 phones found area 207 and 713 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email j****@morganstanley.com
Direct phone (207) ***-****
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Current company
Morgan Stanley
Role
Senior Vice President - Wealth Management, Financial Advisor with The Casco Bay Group at Morgan Stanley
Location
Portland, Maine Metropolitan Area, United States

Who is James Olson? Overview

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Quick answer

James Olson is listed as Senior Vice President - Wealth Management, Financial Advisor with The Casco Bay Group at Morgan Stanley at Morgan Stanley, based in Portland, Maine Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 207, 713, and a matched LinkedIn profile for James Olson.

James Olson previously worked as Senior Vice President - Wealth Management, Certified Exit Planning Advisor at Morgan Stanley and Integration Engineer at Fairchild. James Olson holds Ms, Materials Science from Worcester Polytechnic Institute.

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jolson@morganstanley.com
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Profile bio

About James Olson

Why the Casco Bay Group at Morgan StanleyI am a member of the Casco Bay Group at Morgan Stanley, a wealth management team within Morgan Stanley. We are a multi-generational team that helps select group of families, individuals and business owners across the country accumulate, grow and preserve their wealth. Our team is structured to provide service to these clients across multiple generations.We invite you to connect with us for your distinctive needs• Wealth Management• Corporate Retirement Plans• Professional Portfolio Management• Comprehensive Financial Planning• Sustainable Investing• Education Planning• Young Investor Education• Alternative Investments, Private Equity• Business Owner Liquidity Planning• Estate Planning Strategies including intergenerational wealth transferGetting to know JamesBefore joining Morgan Stanley’s predecessor firm Smith Barney in 2007 James enjoyed a 17 year career in engineering and applied science in which he earned over 20 patents and authored numerous technical publications. He earned a BS in Physics from Bates College and an M.S. Materials Science at Worcester Polytechnic Institute. His professional licenses and designations include FINRA Series 7 securities, Series 3 commodities, Series 65 uniform Investment advisor, Series 63 state securities agent, and Maine Life and Health Insurance License. James has also successfully completed the Family Wealth Advisor accreditation program focused on the skills needed to help families communicate about money and values, share their goals and grow and protect wealth across generations. A former collegiate athlete and competitive cyclist, James’ continues to participate in and coach a variety of sports. Other interests include working with children, the creative arts, vintage automobiles, history, literature and hiking.Please contact me by email or telephone only at james.m.olson@morganstanley.com and 207.871.7319Morgan Stanley. Member SIPC.

Listed skills include Mathematics, Applied Physics, Email, Services, and 2 others.

Current workplace

James Olson's current company

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Morgan Stanley
Morgan Stanley
Senior Vice President - Wealth Management, Financial Advisor with The Casco Bay Group at Morgan Stanley
4 roles · 35 years

James Olson work experience

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

Senior Vice President - Wealth Management, Certified Exit Planning Advisor

Current
Morgan Stanley

Portland, Maine Area

Details above in summary. We take a detailed, comprehensive, personal and consultative approach to serving the needs of our clients. I am always happy to engage in a no-commitment preliminary conversation. For more information, contact me directly or see my professional web-site. Link below. You may find detailed information including current reports on the economy, global markets and the work that I do for my clients at https://advisor.morganstanley.com/casco-bay-group©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.htmlThe 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.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Feb 2007 - Present

Integration Engineer

development and characterization of devices and processes supporting low and high voltage CMOS and DMOS 0.25 and 0.35 um technologies MEMs technologies. valid device definition, development, characterization and qualification for 35V capable CMOS/DMOS process. silicon on insulator (SOI), halo implantation and raised source and drain (RSD) architecture approaches to address short channel effects. selective silicon epitaxy growth and nitrided gate unit process development. process and device simulations using Synopsis SUPREM and MEDICI. Developed novel architectures and processes for power semiconductor devices (HVCMOS and DMOS) in addition to CMOS and supporting passive devices. Fairchild Semiconductor Key Technologist

Jan 2000 - Feb 2007

Staff Process Engineer

Norton Igniter Division - Northborough R&D Center. Responsibilities included the development of new processes and products for applications involving the ignition of combustible gases using semiconductor based hot-surface igniters. Activities included developing new products, improving existing products and processes as well as investigating new applications. Characterized and evaluated competitor products, new business opportunities and methodologies to improve margins on existing products.

1998 - 2000 ~2 yrs

Staff Process Engineer

Product and process development: Norton Diamond Film Division. Conducted fundamental and applied research and development in the field of chemical vapor deposited (CVD) diamond synthesis. Responsibilities ranged from product and process development, design and fabrication of deposition equipment, materials characterization, failure analysis and competitor analysis and technical marketing presentations.

1992 - 1998 ~6 yrs
4 education records

James Olson education

Ms, Materials Science

Worcester Polytechnic Institute

Activities and Societies: McCaw Award for Graduate Student ExcellenceSurface diffusion and thermodynamics, MS Thesis topic: Mechanistic.

Ms, Mechanical Engineering

University Of Maine

Bs, Physics

Bates College

Activities and Societies: Crew, Track and Field, Basketball

High School Degree

Rumford High School
FAQ

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What company does James Olson work for?

James Olson works for Morgan Stanley.

What is James Olson's role at Morgan Stanley?

James Olson is listed as Senior Vice President - Wealth Management, Financial Advisor with The Casco Bay Group at Morgan Stanley at Morgan Stanley.

What is James Olson's email address?

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

What is James Olson's phone number?

AeroLeads has found 6 phone signal(s) with area code 207, 713 for James Olson at Morgan Stanley.

Where is James Olson based?

James Olson is based in Portland, Maine Metropolitan Area, United States while working with Morgan Stanley.

What companies has James Olson worked for?

James Olson has worked for Morgan Stanley, Fairchild, and Saint-Gobain Abrasives.

How can I contact James Olson?

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

What schools did James Olson attend?

James Olson holds Ms, Materials Science from Worcester Polytechnic Institute.

What skills is James Olson known for?

James Olson is listed with skills including Mathematics, Applied Physics, Email, Services, Financial Services, and Mechanical Engineering.

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