Grant Johnson, CFP®
Vice President,
Financial Advisor
Direct:
(561) 776-6445(561) 776-6445
My Mission Statement
Delivering personalized financial guidance and strategy to help our clients, build, preserve, and transfer wealth to the next generation.
About Me
I was born and raised in Missouri, where I grew up surrounded by the values of hard work and education. After graduating from the Wharton School of the University of Pennsylvania in 2004 I embarked on my financial career with a unique start, trading Crude Oil, Coffee, and Cocoa derivatives on the floor of the New York Mercantile Exchange.
Following this time in New York, I expanded my horizons by becoming a Market Maker in the Netherlands, where I spent five years trading Equity derivatives. This international experience not only honed my skills but also gave me a global perspective on the financial markets.
In early 2014, I was invited to join Merrill Lynch's Wealth Management division. I spent an enriching 8.5 years there, focusing on developing strategies for affluent individuals, their families, and their businesses, helping them pursue their short- and long-term financial goals.
For the past two years, I have been proud to serve as a Financial Advisor at Morgan Stanley. My primary focus is on providing personalized financial advice to professionals, leveraging my extensive experience and deep understanding of the financial markets.
I am married to my wonderful wife, Sasha, an Internal Medicine Physician, and we have two delightful children, Ruby and Grant. Family is incredibly important to me, and I cherish every moment spent with them. I am the middle child of 3 boys. My mother, a Doctor of Music, and my father, a Doctor of Medicine, have always been sources of inspiration for me.
When I'm not working, I enjoy indulging in my hobbies, which include playing golf, basketball, and working with local charities serving underserved communities.
I am a graduate of the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics with concentrations in Finance and Legal Studies. In July of 2016, I attained my CFP® professional credential.
I look forward to the opportunity to work together and help you achieve your financial aspirations.
Following this time in New York, I expanded my horizons by becoming a Market Maker in the Netherlands, where I spent five years trading Equity derivatives. This international experience not only honed my skills but also gave me a global perspective on the financial markets.
In early 2014, I was invited to join Merrill Lynch's Wealth Management division. I spent an enriching 8.5 years there, focusing on developing strategies for affluent individuals, their families, and their businesses, helping them pursue their short- and long-term financial goals.
For the past two years, I have been proud to serve as a Financial Advisor at Morgan Stanley. My primary focus is on providing personalized financial advice to professionals, leveraging my extensive experience and deep understanding of the financial markets.
I am married to my wonderful wife, Sasha, an Internal Medicine Physician, and we have two delightful children, Ruby and Grant. Family is incredibly important to me, and I cherish every moment spent with them. I am the middle child of 3 boys. My mother, a Doctor of Music, and my father, a Doctor of Medicine, have always been sources of inspiration for me.
When I'm not working, I enjoy indulging in my hobbies, which include playing golf, basketball, and working with local charities serving underserved communities.
I am a graduate of the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics with concentrations in Finance and Legal Studies. In July of 2016, I attained my CFP® professional credential.
I look forward to the opportunity to work together and help you achieve your financial aspirations.
Securities Agent: CO, VT, VA, TX, TN, RI, PA, OK, AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KY, LA, MD, MO, NC, NH, NJ, NY; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1206954
NMLS#: 1206954
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Your goals, hopes and dreams are at the center of my work. That’s why I plan to meet with you at length when we first begin working together. I’ll ask smart questions and listen to what you say. Once I fully understand your situation, I’ll suggest ways to put your money to work.
When you choose to work with me, you can expect a comprehensive and personalized approach to your financial well-being. Here's what you can look forward to:
1. Customized Financial Strategy: I will develop a detailed financial strategy tailored to your unique goals and aspirations. This strategy will be based on a thorough understanding of your financial situation, risk tolerance, and long-term objectives.
2. Balanced Wealth Plan: Together, we will set up a long-term, balanced wealth plan that encompasses various aspects of your financial life. This plan will be designed to grow and protect your wealth, ensuring stability and security for the future.
3. Emotion-Free Decision Making: One of my key roles is to help you take the emotion out of financial decisions. By providing objective advice and clear insights, I will empower you to make smart, informed choices that align with your financial goals.
4. Flexibility and Adaptability: Life and markets are constantly changing. I am committed to being flexible and adaptable, adjusting your financial strategy as needed to reflect any changes in your circumstances or the economic landscape.
5. Collaborative Coordination: Effective financial management often requires collaboration with other key advisors. With your permission, I can coordinate directly with your:
o Tax Specialist
o Trust Attorney
o Insurance Professional
o Private Banker
o Family Office
2. Balanced Wealth Plan: Together, we will set up a long-term, balanced wealth plan that encompasses various aspects of your financial life. This plan will be designed to grow and protect your wealth, ensuring stability and security for the future.
3. Emotion-Free Decision Making: One of my key roles is to help you take the emotion out of financial decisions. By providing objective advice and clear insights, I will empower you to make smart, informed choices that align with your financial goals.
4. Flexibility and Adaptability: Life and markets are constantly changing. I am committed to being flexible and adaptable, adjusting your financial strategy as needed to reflect any changes in your circumstances or the economic landscape.
5. Collaborative Coordination: Effective financial management often requires collaboration with other key advisors. With your permission, I can coordinate directly with your:
o Tax Specialist
o Trust Attorney
o Insurance Professional
o Private Banker
o Family Office
This collaborative approach ensures that all aspects of your financial life are aligned and working together towards your goals.
By partnering with me, you gain a dedicated advisor who is focused on helping you achieve financial success through a personalized, adaptive, and collaborative approach.
Typical Clients
I take great pride in helping people just like you navigate their financial journeys at all stages of life. Understanding that each client's circumstances are unique, I am committed to providing tailored solutions that meet your specific needs. My approach involves developing detailed wealth plans and concrete strategies designed to help you achieve your financial goals and secure your future.
By offering personalized advice and comprehensive financial planning, I aim to build long-lasting relationships with my clients. Together, we can navigate the complexities of your financial life and create a secure and prosperous future.
By offering personalized advice and comprehensive financial planning, I aim to build long-lasting relationships with my clients. Together, we can navigate the complexities of your financial life and create a secure and prosperous future.
My diverse and satisfied client base includes:
- Business owners (including family businesses)
- Corporate executives
- High-net-worth young investors
- Mid-career professionals and their families
- Nonprofit organizations
- Seniors near or in retirement
- Healthcare professionals
- Entrepreneurs and startups
- Real estate investors
- Trust and estate beneficiaries
Digital Offerings
As your financial advisor, I believe Morgan Stanley's digital wealth tools are essential for managing your financial future. These tools provide you with convenient, real-time access to your financial information and resources, enabling efficient portfolio management and informed decision-making from anywhere. With advanced analytics you receive personalized insights tailored to your unique goals and risk profile. Additionally, these tools facilitate seamless communication between us, ensuring you receive timely and effective support. The robust security features also help ensure that your sensitive financial data is well-protected, giving you confidence in managing your investments.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
eDelivery
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Enroll Today
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Visit our Security Center
Total Tax 365
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Learn MoreInsightful Reads
Explore our curated selection of helpful articles designed to enhance your financial knowledge and keep you informed about the latest trends and strategies. Whether you're looking for investment tips, retirement planning advice, or insights into market dynamics, these resources offer valuable information to support your financial journey.
Election 2024 - Inflation Outlook
Read More Here
2024 Global Economic Midyear Outlook
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529 Plans
Read More Here
Music Monetization
Read More Here
Values
Read More Here
Home - Retirement Asset
Read More Here
Addressing Volatility
Read More Here
Health Savings Accounts
Read More Here
Donor Advised Funds
Read More Here
401K Plans
Read More Here
Estate Planning Essentials
Read More Here
Tax Strategies
Read More HereClient Service Team
Thomas Boyle - Registered Client Service Associate
Phone:
(561) 515-7512(561) 515-7512
Email:Tom.Boyle@morganstanley.com
Location
3801 Pga Boulevard
Suite 700
Palm Beach Gardens, FL 33410
US
Direct:
(561) 776-6445(561) 776-6445
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
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
- Trust Services
Are You Prepared for Tax Day?
Article Image
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Grant Johnson today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan 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.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
