Greg P. Olson CFP®, QPFC

You have meaningful goals that I can help you reach. For years, I have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth

Equity is more than shares. It’s a commitment to your employees.

That’s why I design equity compensation solutions that can grow alongside your business and people at any stage. With tailored solutions, modern technology, hands-on guidance and dedicated service, I help you effectively administer equity while managing risk and compliance on a global scale

Liquidity events such as an initial public offering or a
merger or acquisition may provide income and estate
planning opportunities. Liquidity events also magnify the
need to put in place or update certain essential estate
planning documents

For your employees, retirement is more than a date in the future – it’s a milestone that takes time, hard work and the right tools to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals

I can help you make well-informed personal wealth management decisions at every stage of your company's development.

As a senior executive, you have significant responsibilities to your customers, colleague, board of directors, shareholders and members of the communities in which you do business. I offer a unique combination of experience, expertise and insight to address your financial needs and family goals.

I will help you make well-informed personal wealth management decisions at every stage of your company's development. My goal is to provide you with the information, insight and resources needed to help you reach your personal and professional goals.

Executives today are increasingly compensated with stock or stock options. However, exercising stock options presents a number of difficult—and sometimes divergent—choices. Accordingly, it is critical that an executive understand the risk of investing financial assets and the potential reward of preferential income tax treatment.

Morgan Stanley Online and the Morgan Stanley Mobile App provide clients with access to their account information, enriched reporting tools, several cash management solutions and robust market research. The Morgan Stanley Mobile App provides clients with access to their accounts in just a few minutes.

Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.

Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love in the event of a catastrophe or serious illness, disability, or death. Your Family Records Organizer can immediately provide vital and timely information to both your family and professional advisors. The Digital Vault can be accessed both via Morgan Stanley Online and the Morgan Stanley Mobile App, allowing you to construct a central, shared documents library where all documents can be stored using encryption.

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.

Our clients can take advantages of an efficient and streamlined document management process, which expedites the receipt, review, and execution of essential documents without the delays often associated with traditional mailing methods. The seamless utilization of our eSign feature only requires a valid email address and phone number to commence, making it a hassle-free process for our valued users.

Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view seeking to enable risk to be effectively monitored and managed.

The CFP certification is the standard for financial planning. CFP^® professionals have received this formal designation from the Certified Financial Planner Board of Standards. They meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. The designation means you have an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals.

Internal Morgan Stanley Designation

Internal Morgan Stanley Designation

Awards Disclosures:

2024-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

https://www.morganstanley.com/disclosures/awards-disclosure.html

Ranked third in 2024 and 2025.

Awards Disclosures:

Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State
Source: Forbes.com (Awarded Aug 2023 - 2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.

Awards Disclosures:

Source: fivestarprofessional.com (Awarded 2014-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:

2014 Award – 4/17/2013 – 10/14/2013
2015 Award – 4/17/2014 – 10/14/2014
2016 Award – 4/17/2015 – 10/14/2015
2017 Award – 2/25/2016 – 10/14/2016
2018 Award – 2/23/2017 – 10/13/2017
2019 Award – 3/23/2018 – 10/23/2018
2020 Award – 3/01/2019 – 10/25/2019
2021 Award – 3/30/2020 – 10/23/2020
2022 Award – 3/29/2021 – 10/08/2021
2023 Award – 3/14/2022 – 10/18/2022
2024 Award - 3/13/2023 – 09/29/2023
2025 Award – 3/13/2024 – 10/29/2024

A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition here.

Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.

Make the most of your cash at a competitive rate here at Morgan Stanley.

2025 Tax Tables to assist clients in their investment decisions.

Perspectives on the forces shaping the market.

Explore the basics of estate planning strategies and understand your options to help preserve your legacy.*

*Disclaimer: 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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.