Ron Valinotti, Jr., CRPC, VP Financial Advisor at Morgan Stanley

Ron Valinotti, Jr., CRPC, VP Financial Advisor at Morgan Stanley Financial Advisor at Morgan Stanley Before coming to Morgan Stanley in 2009, I worked at Merrill Lynch, giving me over 20 years of industry experience.

I am a Vice President, Financial Advisor, Senior Portfolio Manager and founding partner of The Sapient Wealth Management Group at Morgan Stanley. My areas of focus are Corporate Retirement Planning, Estate Planning Strategies, Business Succession, and Personal Asset Management. I attended Iona college receiving a bachelor's degree in finance and since then got my Chartered Retirement Planning Coun

selor (CRPC) designation to help serve my clients.

©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-sapient-wealth-management-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html. NMLS #: 1331989

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran....
06/10/2026

US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report.

microsoft.com

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of mon...
06/05/2026

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report.

microsoft.com

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk ab...
05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aXldli

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial...
05/27/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/asd8eN

This Memorial Day, we pause to remember and honor the service members who gave their lives for our country. Wishing you ...
05/25/2026

This Memorial Day, we pause to remember and honor the service members who gave their lives for our country. Wishing you a meaningful weekend and time to rest and recharge with family and friends.

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, h...
05/21/2026

As mental health challenges rise among boys and young men, and as traditional expectations collide with new stressors, how can families and communities better support them to thrive? Join the Morgan Stanley Alliance for Children's Mental Health on May 27 for a timely webinar based on a new report from The Jed Foundation (JED). Register here: https://livesocial.seismic.com/a95j7l

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report.
05/20/2026

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report.

morganstanley.com

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/19/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more...
05/15/2026

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more in the 1% Move report.

morganstanley.com

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan S...
05/15/2026

Excited to share "R is for Resilience" and other new content developed by Sesame Workshop with funding from the Morgan Stanley Alliance for Children's Mental Health. These free multimedia resources are designed to help young children and caregivers foster emotional well-being and resilience from the start. Learn more: https://livesocial.seismic.com/a6mrs8

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