Ron Garrison, CFP®, CEPA®, CRPC® is a Senior Vice President, Financial Advisor and Senior Portfolio Manager with Morgan Stanley in Orlando. Ron helps clients navigate financial transitions, including the sale of businesses and real estate, liquidity events, retirement transitions, and the management of concentrated wealth following the sale of assets. Many of the individuals and families he works with have sold companies to private equity firms, completed corporate transactions, or experienced substantial changes in wealth that require coordinated planning across investments, taxes, estate considerations, and long-term family goals. As a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor™ (CEPA), and Chartered Retirement Planning Counselor™, Ron works with clients and trusted advisors to address financial complexities before and after a business sale or other liquidity event through comprehensive wealth management. NMLS#: 1297708