Morgan Stanley Smith Barney announced today that Mr. Jon Randal McDonald, CFP, CEP, CFA, CRPS, Financial Advisor in the firm's Wealth Management office in Boca Raton, has been invited into the Business Owner Executive Council.
Randy McDonald: Senior Vice President (Photo: Business Wire)
Mr. Jon Randal McDonald has worked at Morgan Stanley (or Smith Barney) since 1988 and been in the financial services industry since 1979. In addition to providing personal wealth management services, he provides advice specifically tailored to the unique needs of business owners utilizing a systematic approach specifically designed for business owners called the Business Owner Standard. Jon Randal McDonald will analyze a client's complete wealth picture, mindful that decisions made in one piece of the wealth puzzle can enhance – or diminish – the value of another. This includes conducting a review of cash management and capital needs, reviewing the benefits a business offers to their employees, helping to protect against potential risks that may exist and, when the time comes, helping to educate clients on the various strategies available to exit the business, whether through business sale, succession or merger.
The Morgan Stanley Smith Barney Business Owner Executive Council is an invitation-only program reserved for the top 2% of Financial Advisors that focus their practice on helping small- and middle-market business owners connect the pieces of their financial life with an overall strategy that considers both their business and personal wealth management plans.
Morgan Stanley Smith Barney, a global leader in wealth management, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information, call 561-393-2029.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,300 offices in 42 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
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Contacts:
Morgan Stanley Smith Barney
Charles L. White, 561-393-2000
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