Top Content Curve
Ronald F. Grasso Jr
Ronald F. Grasso Jr, CFP®
Consulting Group
First Vice President - Wealth Management
Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
53 State Street
39th Floor
Boston, MA 02109
tel: 617-589-3361
toll free: 800-752-2678
fax: 617-227-9070
Email Me
Welcome Associations Education Honors Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
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

Equity Market Weekly (pdf)

Bond Market Monthly (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]