George F Herget Jr. - Morgan Stanley Financial Advisor - TUCSON, AZ
Morgan Stanley
George F Herget Jr.
Vice President
Financial Advisor
7175 N. Pima Canyon Drive
TUCSON, AZ 85718
tel: (520) 519-2328
toll-free: (800) 347-3130 
fax: (520) 519-2358

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • 1999-2001: Pima County Sheriff's Mounted Posse
  • 2001-present: Southern Arizona Rescue Association
  • 2002: Mountain Rescue Association - Field Qualified
  • 2002: Outdoor Emergency Care Technician
  • 2005-2010: Pima County Sheriff's Mounted Posse - Captain
  • 2001-present: Southern Arizona Mounted Search and Rescue
    Founding Member and Officer
Services
  • Access to Lending Services
  • Estate Planning Strategies
  • Wealth Management & Divorce
  • 401(k) Rollovers
  • UGMA/UTMA
  • 529 Plans
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Corporations
  • Defined Contribution Plans
  • Education Planning
  • Exchange Traded Funds
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Insurance Services
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Stock Option Plans
  • Stock Purchase Plans
  • Structured Settlement Annuities
  • Trust Services and Accounting
  • Wealth Management
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Special Needs Individuals
Education and Licensing
  • Bachelor of Science - Agricultural Economics, 1983 University of Arizona
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Life, Health, Disability Income, and Long Term Care Insurance
Business Experience
  • 1987 - 1992: Boettcher & Co.
  • 1992 - 1998: Piper Jaffray
  • 1998 - present: Morgan Stanley

Bulletin Board
  • See July On the Markets from the Global Investment Committee featuring

    "Painting a Picture"  Like a landscape painter, investors need to envision the whole picture before it is fully painted and realize that it’s never static, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. He advises adapting to recent changes by adding exposure to some asset classes that have lagged this year but should do better as the cycle matures.

    “Climbing the Last Wall of Worry”  S&P For the past six months, improving growth and contained inflation helped push asset prices higher, writes Andrew Sheets, chief global cross-asset strategist for Morgan Stanley & Co. As he expects improving growth and contained inflation for the next six months, asset prices should continue their run.  

    “10 Reasons to Doubt Legislative Optimism on Tax Reform”  MS & Co. Strategist Michael Zezas still thinks some form of tax reform will happen, but not as quickly as some press reports and leading Republicans say it will. Zezas lays out his reasoning. 

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Catherine Wood, founder of ARK Investment Management, who discusses thematic investing and the disruption of new technologies.

  • Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

George F Herget Jr. holds the following registrations:
Securities Agent: AK, AL, AZ, CA, CO, FL, MI, MO, NC, NM, NV, NY, OK, SC, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1370414

CA Insurance Lic. #0F95291
This 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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