First Vice President, Financial Advisor, Financial Planning Specialist, Investment Management Consultant
Phone:
(405) 841-3920(405) 841-3920
The Giachino Group at Morgan Stanley
Direct:
(405) 841-3908(405) 841-3908
Our Mission Statement
Our mission is to empower our clients to achieve their financial goals and secure their legacies through comprehensive financial planning, including estate planning strategies. We provide personalized advice, innovative solutions, and unwavering integrity to build lasting relationships based on trust, transparency, and a commitment to excellence in every aspect of wealth management.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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
Alternatives are the investments that go beyond traditional stocks and bonds. They can open doors to unique opportunities to help grow and protect your wealth, and have long sought to offer enhanced returns, portfolio diversification, lower volatility, as well as potential tax efficiency.
Generational Planning
Generational planning is an important component of leaving a lasting legacy for your family. Together we can create a plan that helps allow your children and grandchildren to benefit from your life's work.
Annuities
Annuities can potentially offer 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 help 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 can provide a fixed interest rate with predictable returns.
Retirement Planning
A successful retirement requires a focused retirement plan. I want to help 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 helps ensure 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 can help 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 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 (MSO)
By signing up for MSO, you can conveniently and securely manage your account online or on your mobile device.
Morgan Stanley Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online - all from the convenience of your own phone. This app also offers features to simplify your everyday finances. These include check deposit and sending money with Zelle, a convenient way to send and receive money.
LifeView
LifeView provides investors with a variety of financial planning tools that can be used to create specific and realistic strategies to accomplish their goals. Using this platform, we can work with clients to build a financial framework that fits them and gives them what they want in life.
Total Wealth View
Using Total Wealth View, you can view all of your assets and liabilities together - whether at Morgan Stanley or elsewhere - in one place for a comprehensive overview of your assets.
Digital Vault
The Digital Vault allows you to build a centralized library for all your documents using encryption.
Online Security Center
At Morgan Stanley, safeguarding your assets is one of our highest priorities. You have a vital role in protecting yourself against cybersecurity threats. Together we can provide you with a high level of safety.
Location
6305 Waterford Blvd
Suite 240
Oklahoma City, OK 73118
US
Direct:
(405) 841-3908(405) 841-3908
Meet The Giachino Group
Phone:
(405) 841-3908(405) 841-3908
About LaDonna K Giachino
LaDonna employs a comprehensive, client-focused approach to financial planning. Such discipline helps to 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
About John Giachino
Meet John Giachino, the newest member of the Giachino Group, a dynamic team of financial advisors dedicated to helping individuals and families navigate the complexities of finance with confidence and clarity. With a foundation rooted in a family legacy of financial experience. John brings a comprehensive blend of experience, insight, and innovation to the table.
From a young age, John was immersed in the world of finance, learning invaluable lessons from his mother, a seasoned financial advisor, and his father, a CPA. Fueled by a passion for empowering others and armed with a business degree from the Walton School of Business at the University of Arkansas, John set out to make a difference in the lives of his clients.
Within the Giachino Group, John has a focus in working with professionals in technical fields such as engineers, attorneys, and doctors, as well as individuals planning for retirement. Understanding the unique financial challenges and goals of these clients, our team is committed to providing tailored solutions that help to maximize wealth accumulation and preservation.
At The Giachino Group, we go beyond traditional financial advisory services. We believe in a holistic approach that encompasses tax-efficient investing, comprehensive financial planning, and the strategic use of alternative investments. By leveraging our experience in these areas, we help our clients build robust financial plans that withstand the test of time.
Whether it’s optimizing your investment portfolio for tax efficiency, crafting a retirement plan that aligns with your aspirations, or exploring alternative investment opportunities for diversification, the Giachino Group is here to guide you every step of the way.
But it’s not all about numbers and spreadsheets for him. Outside of the office, you’ll often find John hitting the pickleball court, enjoying some friendly competition and staying active. We believe in striking a balance between work and play, because life is about more than just money—it’s about living fully and enjoying the journey.
With John as your dedicated advisor, you can feel confident that your financial future is in capable hands. Let’s embark on this journey together and strive to turn your financial goals into reality.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
From a young age, John was immersed in the world of finance, learning invaluable lessons from his mother, a seasoned financial advisor, and his father, a CPA. Fueled by a passion for empowering others and armed with a business degree from the Walton School of Business at the University of Arkansas, John set out to make a difference in the lives of his clients.
Within the Giachino Group, John has a focus in working with professionals in technical fields such as engineers, attorneys, and doctors, as well as individuals planning for retirement. Understanding the unique financial challenges and goals of these clients, our team is committed to providing tailored solutions that help to maximize wealth accumulation and preservation.
At The Giachino Group, we go beyond traditional financial advisory services. We believe in a holistic approach that encompasses tax-efficient investing, comprehensive financial planning, and the strategic use of alternative investments. By leveraging our experience in these areas, we help our clients build robust financial plans that withstand the test of time.
Whether it’s optimizing your investment portfolio for tax efficiency, crafting a retirement plan that aligns with your aspirations, or exploring alternative investment opportunities for diversification, the Giachino Group is here to guide you every step of the way.
But it’s not all about numbers and spreadsheets for him. Outside of the office, you’ll often find John hitting the pickleball court, enjoying some friendly competition and staying active. We believe in striking a balance between work and play, because life is about more than just money—it’s about living fully and enjoying the journey.
With John as your dedicated advisor, you can feel confident that your financial future is in capable hands. Let’s embark on this journey together and strive to turn your financial goals into reality.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
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
NMLS#: 2628983
NMLS#: 2628983
Contact LaDonna K Giachino
Contact John Giachino
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
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
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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 The Giachino Group today.
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
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)