Ronald W Garrison - Morgan Stanley Financial Advisor - ORLANDO, FL
Morgan Stanley
Ronald W Garrison, CFP, CRPC
Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Portfolio Manager
201 E. PINE STREET, 11TH FLOOR
ORLANDO, FL 32801
tel: (407) 849-4709
toll-free: (800) 869-0007 
fax: (407) 418-1996

Thank you for visiting my personal website.  To help you with your financial goals, I keep this site up-to-date with meaningful material about the financial markets, financial planning and other investment related topics.  Please visit the tabs to the left as I am sure there are informational pieces that will be of value to you. 

As always please feel free to share this website and the information on it with any family, friends or co-workers whom you think will benefit from it.  You can also request to be added to my monthly investment newsletter by clicking on the E-mail Me tab above. 

Best regards,
Ron

Associations
  • Hugh O'Brian Youth Foundation - Treasurer and Executive Council.
  • West Orange Committee of 101.
  • Roper YMCA - youth sports coach.
  • West Orange Chamber of Commerce - Member and former board member.
  • Certified Financial Planner Board of Standards, Inc. - Member
Services
  • Wealth Management
  • Retirement Planning
  • Municipal Bonds
  • 401k Rollovers
  • Professional Portfolio Management
  • 529 Plans
  • Certificates of Deposit
  • Fixed Income
  • Cash Management
  • Commodities
  • Endowments and Foundations
  • Estate Planning
  • Executive Benefit Services
  • Family Consulting
  • Alternative Investments
  • Foreign Exchange
  • Life Insurance
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Precious Metals
  • Stock Option Plans
  • Annuities
  • Corporate Retirement Plans
Education and Licensing
  • BBA - Finance
    Baylor University - 1995
  • Certified Financial Planner Practitioner ­ Certified Financial Planner Board of Standards, Inc.
  • Chartered Retirement Planning Consultant ­ The College for Financial Planning
Honors and Recognition
  • Orlando Magazine, SELECT Wealth Managers 2012 & 2013, recognizing highest in service and overall satisfaction

    For the Five Star Award
    Source: Orlando Magazine, April 2012, “2012 FIVE STAR: Best in Client Satisfaction Wealth Managers,” as identified in conjunction with Crescendo Business Services, an independent research firm. Over 32,000 high net worth residents were surveyed (along with 3,750 financial services professionals) and asked to evaluate wealth managers they knew. In addition to survey results, wealth advisors evaluation criteria included: a minimum of five years’ financial services experience, acceptable compliance records, and evaluation results by a panel of local industry experts are incorporated into the overall evaluation process. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. For more information on the rating methodology, go to http://www.fivestarprofessional.com.

    -The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
    -The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
    -The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by Crescendo or Westchester Magazine.
    -The rating is not indicative of the advisor’s future performance.
Business Experience
  • 1999 - Present: Morgan Stanley*
    Vice President - Financial Advisor
    CERTIFIED FINANCIAL PLANNER
  • 1997 - 1999: Corperate Relations Group
    Account Executive
  • 2005 - Present: CERTIFIED FINANCIAL PLANNER practitioner.
    http://www.cfp.net

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

    • "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.

    • "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.

    • "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.

    Plus, look for more on economics, equities and fixed income investments.

  • Introducing two exceptional cards from Morgan Stanley with American Express.  To explore the suite of card membership privileges created exclusive for our clients and to apply directly, visit americanexpress.com/mscards.
Ronald W Garrison holds the following registrations:
Securities Agent: AL, CA, FL, GA, IL, KS, MA, MD, NC, NJ, NY, OH, RI, SC, TX, UT, VA; General Securities Representative; Investment Advisor Representative; Managed Futures;

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. 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.
Awards Disclosures

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