Costello Joins Brokerage Firm

James E. Costello

Garden City resident James E. Costello has joined Morgan Stanley & Co. as a Senior Vice President, Financial Advisor.

Jim has been a Financial Advisor in Garden City for over 30 years-before joining Morgan Stanley & Co.

As a Morgan Stanley & Co. Financial Advisor Jim has experience and training in investment consulting, including the areas of objective assessment, asset allocation, the analysis of professionally managed investments and ongoing performance evaluation. Mr. Costello has a board based background in financial planning that includes estate planning, tax advantaged investment and insurance and annuity products. Jim assists individual clients in planning for their long-term goals with little regard to short-term market swings. Through a comprehensive discussion with clients, Jim evaluates a client's current and previous investment experience, reviews their assets with an eye toward estate planning and assesses their retirement planning needs. Jim possesses the knowledge, experience and ability to assist clients with ERISA compliance regulations. Financial planning is one of many products and services offered by Morgan Stanley.

A graduate of St. John's University, Jim earned a BA in 1961. Jim has served as a past Chairman of the Board of St. John's University's Alumni Association, and in 1997, he was elected as Director Emeritus. Active in many community affairs, Jim is a member of the Garden City Chamber of Commerce for which he has a two-time past President, and has been on their Board of Directors for nearly 25 years. The Chamber of Commerce named him "Outstanding Citizen" in 1985, as did the Jaycees in 1978, and he served as past President for both the Jaycees and Lions Club.