F&M Alumni Webinar Series

Part of the F&M Alumni Webinar Series sponsored by the Office of Student & Post-Graduate Development at Franklin & Marshall College; hosted by Tammy J. Halstead, M.A., Director of Alumni Advising & Development

"Show Me The Money - 5 Things You Need to Know to Invest Successfully"
Presented by James Lemonick '80, First Vice President, Morgan Stanley Wealth Management
- How to Use Credit
- Organizing Your Savings
- Creating a Personal Balance Sheet
- Get Started Investing

Jim Lemonick is a 1980 graduate of F&M who majored in Government. Shortly after graduation, Jim started his career at Advest, Inc., a regional brokerage firm headquartered in Hartford, CT. Jim trained and worked at Advest’s Philadelphia office until 1984, after which he was recruited to work with newly registered financial advisors at Drexel Burnham Lambert , Inc. In May of 1989, Drexel Burnham's Philadelphia office was acquired by Prudential Bache & Company. Jim worked with Prudential Bache, which eventually became Prudential Financial and then Wachovia Securities for 15 years, until May of 2004. At that time he joined MorganStanleySmithBarney (now Morgan Stanley) and moved to Lancaster Pennsylvania. Jim works primarily with high net worth individuals and corporate retirement plans. He manages approximately $110 Million in assets.

Jim is married to his wife, Leslie, has 4 children ages 14 to 22 and resides in the School Lane Hills neighborhood of Lancaster. He currently serves as Chair of the Central Pennsylvania Chapter of the F&M Alumni Association. In addition, he serves on the board of trustees of the Lancaster Country Day school where he is their Enrollment Committee Chairman.

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F&M Alumni Webinar Series

OSPGD at F&M

Presenters provide education, insight, skill development and inspiration through monthly hour-long programming. The F&M Alumni Webinar Series is a great way to boost your professional development plan!

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