Financial Freedom with Ronald Grasso, SVP at Morgan Stanley

200 Baker Ave,Concord MA 01742

23 June, 2022

Description

Building Wealth to Live the Life You Love. You're focused on achieving the financial freedom to pursue the life you envision, whether it's continuing your education, traveling the world, building a business or donating your time to a meaningful cause. Join us for an informative seminar that will walk you through the fundamental aspects of mapping out your financial future: PlanningEstablishing good creditcreating wealthUnderstanding the value of adviceIts never too early too get started on your path to financial freedom. About the speaker, Ronald Grasso, SVP at Morgan Stanley: Ron began his career in 1992 at the Investment Banking firm, Fechtor, Detwiler after graduating from University of Massachusetts in Amherst in 1992. He remained at Fechtor Detwiler until March of 1996 when he joined Smith Barney as a Financial Consultant. Morgan Stanley acquired Smith Barney in 2010. Ron recently celebrated his 26 year work anniversary at Morgan Stanley. Ron manages well over 100 million dollars in client assets for individuals, corporations, and small to mid-sized institutions that do not have time, knowledge or interest in completely managing their own investments on a day-to-day basis. Ron and his team currently service under 100 relationships. Ron has been awarded the Certified Financial Planner (CFP®) designation. The grant of certification by the Certified Financial Planner Board of Standards, a national professional regulatory organization, identifies individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. Ron is always looking for ways to further along his knowledge base. He has also graduated from the Consulting Group’s School of Investment Management earning the title of “Investment Management Specialist” as well as “Financial Planning Specialist.” Ron earned the Certified Investment Management Analyst (CIMA®) license after extensive graduate-level coursework and examination at the prestigious Wharton Business School (UPENN). The CIMA curriculum involves in-depth study of asset allocation, ethics, due diligence, risk measurement, performance measurement, investment objectives, and related financial topics. Ron is among only 10% of all financial professionals worldwide who have attained this prestigious license. To maintain the CIMA license, he must complete ongoing education for recertification every two years. Ron recently earned the Accrued Investment Fiduciary Degree (AIF) from the prestigious fi360 training center. The degree establishes Ron as licensed fiduciary. He’s currently less than 500 advisors worldwide working for a large investment firm who’s a licensed fiduciary. Ron felt that although his firm may not consider him a fiduciary his clients do. At his own branch out of 100+ advisors, he’s one of the few advisors held to the fiduciary standard of care. Ron recently served as President of the board of directors for the University of Massachusetts-Amherst, Alumni Association while chairing several committees and task forces. As chairman of the Finance and Investment Committee he authored the Alumni Associations first investment Policy Statement as well as the framework that’s currently being used in their Request for Proposal process (RFP).