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 to preserve and grow wealth, you’ll 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.
- University of Massachusetts Alumni Association
Vice President & Member
- Catholic Charities
- Alex's Team Foundation
- Financial Planning Association
- Wealth Management
- Estate Planning
- Qualified Retirement Plans
- Family Consulting
- Asset Management
- Trust Services and Accounting
- Corporate 529 Plans
- Corporate Pension Funds
- Qualified Plans
- 529 Plans
- Business Planning
- Cash Management
- Business Succession Planning
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- University of Massachusetts - Amherst
Bachelor of Arts, 1992
- Guided Portfolio Management Program
- Investment Management Specialist Designation
- Financial Planning Specialist Designation
- Certificate of Financial Planning, 2002
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Licensed
- Century Council - Smith Barney
- Blue Chip Council - Smith Barney
- Who's Who Society
National Recognized Member
- Present: Morgan Stanley*
First Vice President
Investment Management Specialist/
Financial Planning Specialist
- 1996: Fechtor, Detwiler & Co., Inc.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
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Ronald F. Grasso Jr is licensed in the following state(s):
CA, CO, CT, FL, GA, IA, MA, MD, NH, NJ, NY, PA, RI, TX, UT, VA
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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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