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Consulting Group
First Vice President - Wealth Management
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
53 State Street
39th Floor
Boston, MA 02109
39th Floor
Boston, MA 02109
tel: 617-589-3361
toll free: 800-752-2678
fax: 617-227-9070
toll free: 800-752-2678
fax: 617-227-9070
Welcome
Associations
- University of Massachusetts Alumni Association
Vice President & Member - Catholic Charities
- Alex's Team Foundation
- Financial Planning Association
Member
Education and Licensing
- University of Massachusetts - Amherst
Bachelor of Arts, 1992 - Guided Portfolio Management Program
Smith Barney - Investment Management Specialist Designation
Smith Barney - Financial Planning Specialist Designation
Smith Barney - Certificate of Financial Planning, 2002
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Licensed
Honors and Recognitions
- Century Council - Smith Barney
- Blue Chip Council - Smith Barney
- Who's Who Society
National Recognized Member
Services
- Wealth Management
- Estate Planning
- Qualified Retirement Plans
- Family Consulting
- Asset Management
- Trust Services and Accounting
- Corporate 529 Plans
- Corporate Pension Funds
- Qualified Plans
- 529 Plans
- Business Planning
- Cash Management
- Business Succession Planning
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
Business Experience
- 1996 - Present: Morgan Stanley Smith Barney*
First Vice President - Wealth Management
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Boston, MA - 1993 - 1996: Fechtor, Detwiler & Co., Inc.
Account Executive
Boston, MA
Bulletin Board
- An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager.
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
- As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
Ronald F. Grasso Jr is licensed in the following state(s): CA, CO, CT, FL, GA, IA, MA, MD, NH, NJ, NY, PA, RI, 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.
*Includes years at Smith Barney, affiliates 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.
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.
FEATURED REPORTS
How Your Account is Protected at Smith Barney (pdf)
Equity Market Weekly (pdf)
Bond Market Monthly (pdf)
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