The Ratay Group at Morgan Stanley

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The Ratay Group

OUR MISSION STATEMENT

The Ratay Group at Morgan Stanley's mission is simple; Bring comfort and confidence to retirement plan sponsors and participants.

Our Story and Services

We have found the best way to do this is to consistently set goals and never become complacent. Because every retirement plan has its own challenges, we will work with you to determine your plan’s unique goals. Along with these, The Ratay Group at Morgan Stanley will always have the following goals in mind:

- Bring comfort to you as a plan sponsor by helping protect you as a fiduciary and keeping your responsibilities to a minimum
- Transform participant uncertainty into confidence through our one on one education consultations
- Help maximize investment returns through Morgan Stanley’s investment research capabilities and resources.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Corporate Pension Funds
  • Retirement Planning
  • 401(k) Rollovers
  • Financial Planning
  • Business Succession Planning
  • Executive Benefit Services
  • Executive Financial Services
  • Stock Option Plans
  • 529 Plans

Experience

Experience

With retirement plans being an exclusive focus of ours since 1990, you can rest assured you will have a financial advisor with the expertise and knowledge to help navigate you and your employees to a comfortable retirement. Morgan Stanley has shown their trust in Mark Ratay by naming him a Corporate Retirement Director. By teaming with The Ratay Group at Morgan Stanley you can sleep at night knowing your plan is incapable hands. 

Meet The Ratay Group

Ready to start a conversation? Contact The Ratay Group today.

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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