James E. Coffin III, CFP, Financial Advisor at Morgan Stanley

James E. Coffin III, CFP, Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley MSSB will not accept page purchase or sale orders via social network messaging systems. CA License #: 0A71456

NMLS #: 1255681

As a CERTIFIED FINANCIAL PLANNER professional, in addition to my 32 years of experience employed here at Morgan Stanley, I can assist and advise you on all your investments, wealth planning, insurance and lending solutions. Feel free to use me as a resource for any financial questions related to your Morgan Stanley or any other non-Morgan Stanley accounts. I’m happy to help.

©2026 Morgan Stanley

Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. 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. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

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Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.
12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.
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Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.
11/13/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they ...
10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

When it comes to cybersecurity, knowledge is your first line of defense.

10/03/2023

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets:

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help...
09/14/2023

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

08/31/2023

Rapid developments in reshoring, energy transformation and data generation could make this a watershed moment for infrastructure investing. Find out more in On the Markets.

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away fr...
08/10/2023

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

08/01/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

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