John Giachino
Financial Advisor
Phone:
(405) 841-3908(405) 841-3908
LaDonna K Giachino
First Vice President,
Financial Advisor,
Financial Planning Specialist,
Investment Management Consultant
Direct:
(405) 841-3920(405) 841-3920
Toll-Free:
(800) 735-7677(800) 735-7677
My Mission Statement
Our mission is to provide highly personalized, comprehensive wealth management strategies to help our clients grow and preserve their wealth and values.
Welcome
LaDonna employs a comprehensive, client-focused approach to financial planning. Such discipline seeks to help ensure that recommended programs encompass each client’s financial goals, time horizons and risk tolerance. In recognition of her extraordinary efforts, LaDonna has earned a position on Morgan Stanley’s Century Council. She works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning and college and succession planning. Whether it is consulting with Corporate Retirement Accounts, high net worth individuals, or Individual Retirement Accounts, helping people is truly her passion. In addition to developing a custom financial strategy for each client, she conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions may warrant. An investment professional since 1988, LaDonna is a native of Newkirk, OK and has accomplished many milestones and focuses on building a reputation for excellence among her clients and colleagues. She is an Investment Management Specialist, Financial Consultant and Financial Advisor. She holds a Bachelors degree in Business Administration from Central State University, as well as the Series 3, 7 and 63 FINRA securities registrations. LaDonna and her husband Phil reside in Edmond, OK with their three children John, Lianna and Lauryn. She is an Alum of the Oklahoma City chapter of the American Business Club, a Sustainer of Junior Hospitality and an Alum of Sigma Kappa sorority.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Securities Agent: AK, NY, KS, WY, KY, WI, WA, MT, MA, CO, CA, OK, GA, SC, OH, NE, MS, VI, NM, VA, UT, TX, PA, MO, NV, ND, NC, IN, AR, WV, OR, IL, FL, AZ; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1778290
AR Insurance License #: 717991
NMLS#: 1778290
AR Insurance License #: 717991
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Step 1: Discovery Meeting
Our relationship begins with an initial discussion focused on getting to know you, your lifestyle, and your future goals. During this meeting, we will work together to establish your financial goals by reviewing your current financial situation. We will develop a plan that is appropriate for you and that will help you achieve the financial outcome you envision for yourself.
Step 2: Financial Plan Proposal
This presentation will map out essential factors that play into your financial success. These factors include, your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a complete asset allocation analysis for your accounts, helping to ensure a complete financial plan. We will discuss any questions or concerns that you may have about your plan so we can make any necessary adjustments that fit your needs.
Step 3: Implementation
Implementation focuses on creating strategies uniquely designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and savings and benefit modifications.
Step 4: Monitoring & Performance Tracking
We will be constantly monitoring your assets and analyzing your performance tracking data to ensure your financial expectations are being met and adjusted accordingly. We will maintain consistent communication to ensure that your concerns and requests are always addressed promptly. I will be available to you whenever you need me to be so I can provided you with the best service possible.
401(k) Rollovers
If you have a 401(k) from a previous job, I make it easy to consolidate your assets into one account so you can monitor your progress and investment results all in one place. This helps simplify your financial life, keeps you organized, and helps makes your money work harder for you.
529 Plans
529 plans are a great option when saving for education for a loved one or yourself. I can help you understand how they work and how you can gain control and structure in your education saving.
Alternative Investments
You have access to a broad range of strategies in diverse markets that will provide specialized expertise in areas such as private equity, private credit, hedge funds, real estate, infrastructure, future markets, and more.
Generational Planning
Generational planning is an important component of leaving a lasting legacy for your family. Together we can create a plan that allows your children and grandchildren to benefit from your life's work.
Annuities
Annuities provide a steady stream of income in a tax-efficient way. They can help in retirement planning and be an important part of your portfolio.
Portfolio Management
I will work with you to identify an investment strategy that is tailored to meet your needs. Throughout our relationship you will have direct access to me so we can continuously adjust your portfolio as necessary.
Certificates of Deposit
CDs are used as a way to hold a fixed amount of money for a fixed period of time. They provide a fixed interest rate with predictable returns.
Retirement Planning
A successful retirement requires a focused retirement plan. I want to make sure that you achieve your long term retirement goals so you can benefit from all of your hard work that has gotten you to where you are today.
Life Insurance
It is important to make sure that your loved ones are taken care of in case something happens to you. Life insurance ensures that the chosen beneficiary receives a death benefit payment upon death of the policy holder, assuming the policy is in force and all required premiums are paid.
Long Term Care Insurance
Long-term care insurance helps to pay the cost of a broad range of care services an individual may need over an extended period of time. Ensuring that you are taken care of over time allows you to get the assistance you need while living the life you want.
Municipal Bonds
Municipal bonds can be used as a way to create a reliable stream of income. They can be valuable in several different types of long-term planning. I am here to help you navigate this type of investment and all of its details.
Consulting Group Associate
As a Consulting Group Associate, I use a holistic approach that is centered around your goals. By working with me, you have access to all of Morgan Stanley's resources and investment solutions, all of which are used to create customized advice and financial planning specific to you.
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
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 More
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
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
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read Here
On the Markets Research Report
Morgan Stanley's thought leaders provide detailed market commentary on topics such as global equities, monetary policy, investment trends, and more.
Read Here
Planning For Your Financial Future
Having a strong plan for the future will help women set and meet goals, overcome challenges, and feel in control of their finances and their life. Taking the first step is hard, but once you do, you will start on the road to financial happiness and independence.
Learn More
Women Without Limits
Myself and Morgan Stanley are dedicated to helping women succeed in their careers. This is accomplished by creating smart financial plans, offering personalized advice, and providing access to all of Morgan Stanley's resources.
Click Here for Helpful Resources
Planning For a New Beginning
A new beginning doesn't always need to be stressful. Together we can navigate your divorce and help deal with all of the personal and financial challenges it can create.
Guide to Navigating Divorce
Divorce or Death of a Spouse
It is important to have the right approach when going through a divorce or a death of a spouse. These events can make life seem uncertain. Learn more about the necessary steps to take in these situations so you can thrive in the most difficult times.
Learn More
Developing Your Own Financial Identity
As a woman, it is critical to your financial success to develop your own financial identity. Doing so will empower you to take charge of your finances and your life.
Discover More
Women and Retirement
Planning for retirement can be overwhelming and challenging. This article will help you address these challenges and provide you with useful facts centered around women and retirement.
Read HereLocation
6305 Waterford Blvd
Suite 240
Oklahoma City, OK 73118
US
Direct:
(405) 841-3920(405) 841-3920
Toll-Free:
(800) 735-7677(800) 735-7677
Fax:
(405) 213-0373(405) 213-0373
Meet My Team
About John Giachino
Securities Agent: MA, CA, PA, WV, NM, IN, AK, VI, TX, NV, MO, AZ, MS, UT, NE, CO, WY, WA, VA, OH, ND, NC, KS, FL, WI, SC, NY, MT, AR, OR, KY, OK, IL, GA; General Securities Representative; Investment Advisor Representative
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Gabe Toltus
Planning Associate
About Gabe Toltus
Gabe Toltus is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Gabe provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from the Stevens Institute of Technology and received the Financial Planning Specialist® designation from the College for Financial Planning. Gabe is originally from New Jersey and currently resides in Hoboken, NJ.
He earned his undergraduate degree from the Stevens Institute of Technology and received the Financial Planning Specialist® designation from the College for Financial Planning. Gabe is originally from New Jersey and currently resides in Hoboken, NJ.
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
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
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact LaDonna K Giachino today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6When 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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
2Alternative 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.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
6When 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.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
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)
