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

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

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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 Counselor (CRPC) designation to help serve my clients.

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09/30/2026

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes.

brightcove.net

09/30/2026

❌ Myth:
"I need a large amount of money to start investing."

✅ Reality:
Many investors begin by making consistent contributions over time.

💡 Takeaway: Building wealth is often about consistency, not just the size of the initial investment.

09/29/2026

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance.

brightcove.net

09/28/2026

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift.

brightcove.net

09/25/2026

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can investors prepare?

brightcove.net

09/24/2026

Price levels, not inflation, are shaping voter behavior and raising sector-specific policy risk into midterms.

brightcove.net

09/22/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

09/21/2026

US equities climbed Monday as signs of US-Iran diplomacy helped to ease oil prices, in turn curbing inflationary concerns. Read more in the 1% Move report.

morganstanley.com

09/21/2026

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://livesocial.seismic.com/a6PlyH

09/21/2026

One Federal Reserve rate is hitting households, housing, and small businesses unevenly, reshaping growth and market signals.

brightcove.net

Address

58 South Service Road M
Melville, NY
11747

Telephone

+16317558924

Website

https://advisor.morganstanley.com/the-sapient-wealth-management-group

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