Romi Gonzalez
Senior Vice President | Financial Advisor | The Spiro Group at Morgan Stanley
- Role
- Senior Vice President Financial Advisor at Morgan Stanley
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Romi Gonzalez
Romi has focused his talents on serving the investment needs of our high-net-worth clients, as well as corporations. Romi and his team design and implement strategies to help our individual clients maintain their lifestyle in retirement or reach their desired retirement lifestyle. Romi’s knowledge and experience in designing and implementing retirement plans has allowed him to share with and extend his talents to the corporate level by helping provide advice to our corporate clients on suitable retirement plans and investments for their companies. In addition to retirement plan and investment services, Romi handles Alternative Investments for The Spiro Group at Morgan Stanley. From Private Equity, Managed Futures, Exchange Funds, Insurance Dedicated funds, Single Manager and Fund of Hedge Funds, Romi works closely with our clients to help them participate in opportunities outside of traditional markets. Areas of Focus: Financial Planning, Municipal Investing NMLS # 12•••56
Experience
Senior Vice President Financial Advisor
Jun 1996 — Present · New Orleans, LA, US
2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC 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.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: 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 offers insurance products in conjunction with its licensed insurance agency affiliates.
Education
Tulane University - A.B. Freeman School of Business
BS, Finance
1992 — 1995
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