Janine Olson - Morgan Stanley Financial Advisor - WALTHAM, MA
Morgan Stanley
Janine Olson, CFP
Financial Advisor
tel: (781) 672-5275
toll-free: (800) 344-4495 
fax: (781) 672-5199

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

  • Colby College Alumni Association
  • Concord-Carlisle Newcomers' Club - President
  • Social Action Council - First Parish, Concord
  • Financial Planning
  • Retirement Planning
  • Business Planning
  • Education Planning
  • Qualified Retirement Plans
  • Corporate Retirement Plans
Education and Licensing
  • Bachelor of Arts, International Studies - Colby College, 1993
  • Series 7, 63, 65 & 66 Licensed
  • Life & Health Insurance Licensed
  • CFP
Business Experience
  • 2008 - Present: Morgan Stanley*

    Financial Advisor
    Waltham, MA
  • 2006 - 2008: Morningstar

    Chicago, IL
  • 1996 - 2006: Fidelity Investments

    Boston, MA
  • 1994 - 1996: Securities America, Inc.

    Omaha, NE

Bulletin Board
  • For an investment plan as unique as your needs,  Request an Appointment, call or email me.

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.

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

Janine Olson holds the following registrations:
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, TX, UT, VT; General Securites Principal; General Securities Representative; Investment Advisor Representative

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.
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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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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