Ronald F. Grasso, Jr.

CFP, CIMA, Consulting Group, Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist

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Ronald F. Grasso, Jr.

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

My Story and Services

Introduction

For over 20 years, Ron Grasso has provided thoughtful, steady financial advice to North Shore-based professionals and small business owners. His clients appreciate the combination of integrity and personal service along with the strength and resources of a global leader like Morgan Stanley. 
A self-made businessman with extensive training and deep experience in holistic financial planning and management, Ron takes pride in creating and implementing financial plans that help his clients to grow, protect, build and pass along the assets and values that matter most to them.

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Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Cash Management
  • Certificates of Deposit
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Professional Portfolio Management

Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IA, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, VA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 181856


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

Client Service Team

Client Service Team

Shawn Rivers

Client Service Associate


Education

Education

  • University of Massachusetts, Amherst
  • Guided Portfolio Management Program
  • Investment Management Specialist Designation
  • Financial Planning Specialist Designation
  • 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

Associations

Associations

  • University of Massachusetts Alumni Association
  • Catholic Charities
  • Alex's Team Foundation
  • Financial Planning Association

Experience

Experience

* Beginning in 1996 to provide a small business approach to wealth management.
* Serves an exclusive group of local business owners and medical professionals on the North Shore.
* Awarded Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business at the University of Pennsylvania.
* Over 20 years of experience at a single firm; Ron can leverage Morgan Stanley’s global resources to provide personalized financial strategies for every client.
* A firm belief in stability, consistency, loyalty.
* A proud and loyal New Englander. Grew up in Lynnfield.
* BA from the University of Massachusetts at Amherst. An active alumnus, Ron has served on the Board of Directors for both UMass Amherst’s Foundation and its Alumni Association (past president).

“My father taught me the value of building a business you can be proud of … if you do your best for your clients, you’ll create meaningful relationships that last. My practice is based on honesty, trust and doing what you say you’re going to do.”
 

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Ronald F. Grasso, Jr. today.

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