Ronald Garrison

Background

About Ronald Garrison

Having been a part of the financial services industry since 1996, I offer you a seasoned professional who has helped clients in making life-changing financial decisions through good markets and bad. Since joining Morgan Stanley my practice has been focused on assisting families in preparing for and enjoying life in the years after full-time work. I believe that helping you have a meaningful retirement while developing the best strategy for income requires developing a customized approach to each family’s situation. My goal is to help reduce my clients’ stress in how they deal with financial matters and to assist them as they move comfortably from one stage of life to the next. In doing so, I help clients to clarify and coordinate multiple lifestyle goals by providing comprehensive services tailored to their unique situations- Workable financial plans - Strategies for managing retirement income & expenses - World-class portfolio management - Asset Allocation and investment management across all account types – individual, joint, trust, taxable and tax-deferred: IRAs, 401(k) and rollovers from retirement plans- Strategies for navigating Social Security - Business succession plans - Ideas for helping manage financial risk including Life Insurance, long-term care and annuities I believe ongoing education to expand my knowledge and experience aimed at providing my clients the best thinking and solutions available to meet their needs is an important component of my practice. To that end I have earned both the CERTIFIED FINANCIAL PLANNER™ practitioner and the Chartered Retirement Planning Counselor® advanced designations. I welcome the opportunity to meet with you to learn about your unique situation and explore whether my practice can be of benefit to you. Please feel free to contact me at 407-849-4709 or Ronald.Garrison@morganstanley.com.