Ron Johnson, Mba Email & Phone Number

Client Focused:Each client relationship begins with a discovery process, which includes a series of meetings or calls designed to gain an in-depth understanding of the client’s needs, goals, and views. This process goes beyond looking at numbers. I get to know our clients as individuals—what’s important to them from a family perspective, a risk perspective, a personal values perspective and all other areas of concern.Open-Architecture Solutions:Though backed by the resources of one of the premier wealth management firms in the world, I do not rely on proprietary financial solutions. Instead, our clients benefit from an open-architecture solution model. I evaluate my client’s needs and then find the best strategies for that particular client. This model helps avoids conflicts of interest.Areas of focus: Asset Management 401(k) RolloversRetirement Income Planning

Listed skills include Financial Services, Services, Wealth Management, and Resources.

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  Senior Vice President, Family Wealth Advisor, Financial Advisor

  Morgan Stanley

  Jul 1984 - Present - Plano, Tx

  The Atlas Planning Group at Morgan Stanley's mission is to deliver a superior client service model. We discover and understand each client's unique perspective on the challenges they face and offer tax-efficient intentional solutions. Success is measured one client at a time.Disclosures: © 2022 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… Show more The Atlas Planning Group at Morgan Stanley's mission is to deliver a superior client service model. We discover and understand each client's unique perspective on the challenges they face and offer tax-efficient intentional solutions. Success is measured one client at a time.Disclosures: © 2022 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 2176541CA Insurance Liscense #0D17524 Show less