James Lillie, CPWA®, CIMA®, CFP®
Senior Vice President, Financial Advisor
Phone:
(410) 583-4848(410) 583-4848
James Lillie, CPWA®, CIMA®, CFP®
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(410) 583-4848(410) 583-4848
My Mission Statement
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
Announcement:
Over the years, our practice has evolved to incorporate new approaches and processes designed to help our clients achieve their goals. At the same time, the industry has changed, reflecting a more complex world which has led to our decision to join Orchard Wealth Management at Morgan Stanley in Lutherville, MD. This decision did not come lightly and was made after careful research and consideration. We believe this collaborative service model will help to ensure that your lifestyle and legacy objectives are met now and well into the future.
Orchard Wealth Management is a multidisciplinary team of dedicated professionals versed in investments, planning and philanthropy. They go beyond traditional asset management to execute a wealth strategy that helps you to maintain optimal financial health while focusing energy on their key life priorities. Services include:
• Estate planning strategies that aim to transfer wealth in a tax-efficient manner
• Philanthropy advisory sessions that articulate and bring to life charitable goals
• Access to cash management and lending solutions
• Exit and succession planning strategies that seek to optimize value and mitigate taxes
• Concierge-level administrative support that makes you smile
With Steve Ross and Fred Davis at my side, we’re excited to show you the advantages and value of having Orchard behind you as your family’s wealth advisory team.
Our team website is still being updated. Please feel free to reach out if you have any questions in the meantime.
Orchard Wealth Management is a multidisciplinary team of dedicated professionals versed in investments, planning and philanthropy. They go beyond traditional asset management to execute a wealth strategy that helps you to maintain optimal financial health while focusing energy on their key life priorities. Services include:
• Estate planning strategies that aim to transfer wealth in a tax-efficient manner
• Philanthropy advisory sessions that articulate and bring to life charitable goals
• Access to cash management and lending solutions
• Exit and succession planning strategies that seek to optimize value and mitigate taxes
• Concierge-level administrative support that makes you smile
With Steve Ross and Fred Davis at my side, we’re excited to show you the advantages and value of having Orchard behind you as your family’s wealth advisory team.
Our team website is still being updated. Please feel free to reach out if you have any questions in the meantime.
Securities Agent: TX, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VT, WA, WI, WV, WY, MS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 532981
NMLS#: 532981
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
2330 W Joppa Road
Ste 255
Lutherville, MD 21093
US
Direct:
(410) 583-4848(410) 583-4848
Meet My Team
Frederick A. Davis
Registered Client Service Associate
Phone:
(410) 583-4856(410) 583-4856
About James Lillie
James Lillie is a Senior Vice President and Wealth Management Advisor who has over 35 years of Industry experience in Financial Services.
Jim graduated from Lafayette College with honors in Economics and Finance. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute through the University of Chicago Booth School of Business. He holds the Certified Investment Management Analyst® designation from the Investments & Wealth Institute in conjunction with the Wharton School, University of Pennsylvania and IMCA. Jim holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc.
Jim is a committee member for the Baltimore Estate Planning Council and can work with your attorney in coordinating your wealth distribution strategy.
Jim lives in Phoenix, Maryland with his wife Marina and his 2 sons. He enjoys riding his horses, fishing and hunting with his dog.
Jim graduated from Lafayette College with honors in Economics and Finance. He holds the Certified Private Wealth Advisor® designation from the Investments & Wealth Institute through the University of Chicago Booth School of Business. He holds the Certified Investment Management Analyst® designation from the Investments & Wealth Institute in conjunction with the Wharton School, University of Pennsylvania and IMCA. Jim holds the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc.
Jim is a committee member for the Baltimore Estate Planning Council and can work with your attorney in coordinating your wealth distribution strategy.
Jim lives in Phoenix, Maryland with his wife Marina and his 2 sons. He enjoys riding his horses, fishing and hunting with his dog.
Securities Agent: TX, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, UT, VA, VT, WA, WI, WV, WY, MS; General Securities Representative; Investment Advisor Representative; Managed Futures
About Frederick A. Davis
Frederick Davis is a Registered Senior Wealth Management Client Associate who has over 25 years of industry experience in Financial Services. He is a graduate of the University of Baltimore.
Fred lives in Pikesville, Maryland with his wife Cyndy. He enjoys cooking, golf, travel and playing with his dogs, Max and Harry.
Fred lives in Pikesville, Maryland with his wife Cyndy. He enjoys cooking, golf, travel and playing with his dogs, Max and Harry.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact James Lillie today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
