Romi Gonzalez
Senior Vice President Financial Advisor at Morgan Stanley
Based in New Orleans, United States
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Seniority
Vp
Department
Finance & Accounting
Location
New Orleans
Industry
Financial Services
Company size
100K
Contact information
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r•••••••@morganstanley.com
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Background
About Romi Gonzalez
Romi has focused his talents on serving the investment needs of our high-net-worth clients, as well as corporations. Romi and his team design and implement strategies to help our individual clients maintain their lifestyle in retirement or reach their desired retirement lifestyle. Romi’s knowledge and experience in designing and implementing retirement plans has allowed him to share with and extend his talents to the corporate level by helping provide advice to our corporate clients on suitable retirement plans and investments for their companies. In addition to retirement plan and investment services, Romi handles Alternative Investments for The Spiro Group at Morgan Stanley. From Private Equity, Managed Futures, Exchange Funds, Insurance Dedicated funds, Single Manager and Fund of Hedge Funds, Romi works closely with our clients to help them participate in opportunities outside of traditional markets. Areas of Focus: Financial Planning, Municipal Investing NMLS # 1279056
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