Ronald W Garrison - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Services Associations Experience

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

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

Business Experience

1999 - Present: Morgan Stanley Smith Barney
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

As a Certified Financial Planner, I will review your whole financial picture to educate you on the best decisions for you and your family to obtain reasonable returns within your risk tolerance while providing a high quality of service.
The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Please see Newsletters & Brochures on the left for a copy of my latest Newsletter.

Ronald W Garrison is licensed in the following state(s): AL, CO, CT, FL, GA, IL, IN, KS, NC, NY, SC, 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.

Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB 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

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 Smith Barney.

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 .