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Ronald F. Grasso Jr, CFP, CIMA
Financial Advisor
Senior Vice President, Wealth Management
Financial Planning Specialist
- Ronald F. Grasso Jr
- Biography
- Investing & Market Insights
- Products & Service Materials
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Biography
Ronald F. Grasso Jr, CFP, CIMA
Financial Advisor
Senior Vice President, Wealth Management
Financial Planning Specialist
Associations
- University of Massachusetts Alumni Association
Vice President & Member - Catholic Charities
- Alex's Team Foundation
- Financial Planning Association
Member
Experience
-
1996
- Present: Morgan Stanley*
First Vice President
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Boston, MA -
1993
- 1996: Fechtor, Detwiler & Co., Inc.
Account Executive
Boston, MA
Education
- University of Massachusetts - Amherst
Bachelor of Arts, 1992 - Guided Portfolio Management Program
Smith Barney - Investment Management Specialist Designation
Smith Barney - Financial Planning Specialist Designation
Smith Barney - 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
Honors
- Century Council - Smith Barney
- Blue Chip Council - Smith Barney
- Who's Who Society
National Recognized Member
Services
- 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
Licensing
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
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Market Insights
Ronald F. Grasso Jr, CFP, CIMA
Financial Advisor
Senior Vice President, Wealth Management
Financial Planning Specialist
Disclaimers | Full Site
Product & Service Brochures
Ronald F. Grasso Jr, CFP, CIMA
Financial Advisor
Senior Vice President, Wealth Management
Financial Planning Specialist
Disclaimers | Full Site
Contact
Ronald F. Grasso Jr, CFP, CIMA
Financial Advisor
Senior Vice President, Wealth Management
Financial Planning Specialist
Ronald F. Grasso Jr
53 State St 39th Fl
Boston, MA02109
Phone: (617) 589-3361
Toll Free: (800) 752-2678
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Map
Ronald F. Grasso Jr, CFP, CIMA
Financial Advisor
Senior Vice President, Wealth Management
Financial Planning Specialist
Disclaimers | Full Site
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Disclaimers
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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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .