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.

  • 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
  • Access to Lending Services
  • Estate Planning Strategies
  • Wealth Management & Divorce
  • 401(k) Rollovers
  • 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 December On the Markets from the Global Investment Committee featuring

    “Be Thankful” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says we are still “firmly entrenched” in a classic late-cycle economy and bull market, but the high returns we experienced this year are unlikely to be repeated in 2018. 

    Ringing in Year 10 of the US Economic Expansion Midway through next year, the US will celebrate its 10th year of economic expansion, notes Ellen Zentner, chief US economist for Morgan Stanley & Co. Though unemployment is low and interest rates are rising, a lack of overheating in critical sectors such as housing suggests the economy has room to run. 

    • Global Equities Move Into Thin Air New 12-month forecasts for global equity markets imply only modest single-digits gains, according to Morgan Stanley & Co. equity strategists. That’s because earnings growth is likely to slow and price/earnings ratios will probably undergo compression.

    • Plus, look for more on the economy, equities and bonds. 

  • 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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