The Sequoia Group at Morgan Stanley
OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
As wealth management advisors, we view wealth not only as the accumulation of financial assets, but also as the reflection of life experience and values.
Our team members are committed to ongoing learning and education in the various aspects of lifestyle, wealth preservation, estate and succession planning.
A customized plan, developed with each client, is updated periodically to keep it relevant and timely.
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
Retirement Income Strategies
Retirement Plan Participants
Working closely with you to guide your wealth and investments through the most challenging market cycles.
HOW TO HANDLE VOLATILITY
Markets have gotten much more volatile recently. Here’s why this shouldn’t worry long-term investors.
Creating customized financial strategies for the challenges that today’s families face.
Estate Planning Strategies
529 Plans / Education Savings Planning
Long Term Care Insurance
Special Needs Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
Retirement Plan Sponsors
Qualified Retirement Plans
Corporate Pension Funds
Ron is very proud to say that he has been a Financial Advisor for over 40 years. Starting at the early age of 21 in Los Angeles as a Municipal Bond Specialist, he has entrusted himself to multiple generations of families. They appreciate his knowledge and experience in wealth management, financial planning and asset allocation along with evaluating and monitoring portfolio performance within municipal, corporate and government bonds.
Beginning in high school, Ron knew that he wanted to work in the investment community. He attended San Diego State University and California State University at Northridge. He graduated in 1971 with a Business Degree majoring in Finance. In 1980, after nine years advising clients, Ron and his wife Jo, along with their two year old daughter Lindsay, moved to Eugene, Oregon. In 1981, his second daughter Ashley was born, who now has a son of her own.
In 1993, Ron became Branch Manager of the Smith Barney office in Eugene. He stayed in management until 2003, when he chose to return to his true passion of working exclusively with his clients. He now acts as the senior consultant and fixed income specialist for The Sequoia Group at Morgan Stanley.
Eugene Rotary Club
Eugene Executive Association
In his spare time, Ron enjoys amateur Ham Radio, weather monitoring, University of Oregon sports and bass fishing. He has enthusiastically embraced the Northwest life style.