Welcome

For over 40 years, Ronnie has been in the business of managing investment portfolios and offering financial solutions to clients nationwide. Her comprehensive approach includes an in-depth planning process, tailor-made investment solutions and a commitment to providing outstanding service and advice. Over the years Ronnie has developed a strong understanding of economics and her process involves fundamental investment tactics and studying macro-economic and geopolitical trends to help identify solid investment opportunities for her clients.

In 2010, Ronnie earned the Certified Portfolio Manager (CPM®) designation from Columbia University; in 2014, she served as President of Portfolio Management Institute representing hundreds of Morgan's Portfolio Managers; today, she represents all Morgan advisers by co-chairing Morgan's National Financial Advisory Board.

Ronnie is proud to say that over 50 families have relied on her advice for over 25 years, some longer. Feel free to call and discuss the financial and investment matters that are important to you and your family.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1275710
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For her experience and dedication, Ronnie has received numerous distinctions and professional accolades throughout her career,

- Ranked #97 on Forbes’ inaugural list of America’s Top 200 Women Wealth Advisors(2017) 
- Named to Maryland’s Top 100 Women by The Daily Record in 2017
- Recognized by Morgan Stanley as a 2017 MAKER, one of 17 women within the firm honored for leadership, experience and success, as well as serving as a mentor and role model
- Currently serves as Co-Chair of Morgan Stanley's National FA Advisory Council
- Served as President of Portfolio Management Institute in 2014 representing hundreds of Morgan's Portfolio Managers
- In 2010 she Earned the Certified Portfolio Manager (CPM®) designation from Columbia University

In her personal time Ronnie is an avid collector of women’s historical memorabilia, held board seats and received awards from organizations including the American Political Items Collectors, the National Council of Jewish Women and B’Nai Brith Youth.
Today, Ronnie is a trustee at Suburban Hospital in Bethesda, Maryland

    Location

    7500 Old Georgetown Rd
    10th Fl
    Bethesda, MD 20814
    US
    Direct:
    (301) 657-6368(301) 657-6368
    Toll Free:
    (800) 455-6622(800) 455-6622
    Fax:
    (301) 656-1510(301) 656-1510
    From My Desk

    In 2017 and 2018 named to the Forbes list of AmericaRevised


    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Ronnie Lapinsky Sax today.
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    CRC 2019752 10/2018