Gerrard Weigold
Senior Portfolio Management Director, Senior Vice President, Financial Advisor
Phone:
(561) 393-1848(561) 393-1848
The Weigold Group at Morgan Stanley
Direct:
(561) 393-1848(561) 393-1848
Our Mission Statement
Helping our clients achieve their goals by creating and managing custom investment portfolios
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.*
Wealth Management
Managed Solutions
Portfolio Management provides clients with an exceptional level of service. It allows us to create and manage custom investment portfolios tailored to meet client needs and wants. This type of account grants your financial advisor discretionary trading authority, which allows us to focus on maximizing an account’s return in a couple of ways.
Capital Appreciation – Our main investment philosophy is to invest in Best-in-Breed companies. Many of these well-known companies are utilized by clients every day. One major commonality is innovation within their market. Actively trading in and out of these stocks at different times based on technical and company specific factors allows us to create generational wealth for our clients.
Income Generation - Generating income in a portfolio can come from many different strategies. We consider your specific situation and create a strategy that aligns with your goals. Depending on your situation and the current economic environment we may suggest things such as laddering bonds or building a portfolio of high yielding equities or ETFs.
Capital Appreciation – Our main investment philosophy is to invest in Best-in-Breed companies. Many of these well-known companies are utilized by clients every day. One major commonality is innovation within their market. Actively trading in and out of these stocks at different times based on technical and company specific factors allows us to create generational wealth for our clients.
Income Generation - Generating income in a portfolio can come from many different strategies. We consider your specific situation and create a strategy that aligns with your goals. Depending on your situation and the current economic environment we may suggest things such as laddering bonds or building a portfolio of high yielding equities or ETFs.
Non-managed Solutions
Employing a buy and hold strategy has its benefits depending on a client’s situation. Many times, we pair this strategy with Portfolio Management. This type of account is client directed so usually involves less active trading and allows us to hold investments that clients do not plan to sell in the near future. Some of the investments held in this type of account are as follows.
Alternative Investments – The alternative investment world is rapidly expanding as many alternative asset managers are coming out with more retail friendly offerings. These products give clients exposure to different asset classes that are usually not directly correlated to stock and bond markets and can provide competitive returns.
Alternative 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.
Insured Products – Cash management is more important than ever. For the first time in decades cash and cash equivalents are an investible asset class. We utilize different tools such as CDs, treasuries and money markets to bring your entire financial picture together and keep cash working as hard as possible for clients. We do this with savings and working capital for personal and business assets.
Appreciated Positions – As time moves on clients may develop appreciated positions that they do not plan to sell in the near future for different reasons. Holding positions that a client doesn’t want to sell in the near future allows us to bring a client’s financial picture together and continue working towards meeting their goals by handling these investments with care and in the most efficient manner.
Alternative Investments – The alternative investment world is rapidly expanding as many alternative asset managers are coming out with more retail friendly offerings. These products give clients exposure to different asset classes that are usually not directly correlated to stock and bond markets and can provide competitive returns.
Alternative 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.
Insured Products – Cash management is more important than ever. For the first time in decades cash and cash equivalents are an investible asset class. We utilize different tools such as CDs, treasuries and money markets to bring your entire financial picture together and keep cash working as hard as possible for clients. We do this with savings and working capital for personal and business assets.
Appreciated Positions – As time moves on clients may develop appreciated positions that they do not plan to sell in the near future for different reasons. Holding positions that a client doesn’t want to sell in the near future allows us to bring a client’s financial picture together and continue working towards meeting their goals by handling these investments with care and in the most efficient manner.
Health & Life Insurance (Including Annuities & Variable Contracts)
Insurance comes in many different shapes and sizes based on an individual’s situation. Here at Morgan Stanley we offer many different types of insurance and work with you to design a product that meets your specific needs. Whether it’s life insurance, disability income insurance, long-term care insurance, or annuities, Morgan Stanley can help you access these products in conjunction with its licensed insurance agency affiliates. We encourage you to call us to discuss your specific situation.
Finding your comfort level
At Morgan Stanley we take a unique approach to client onboarding. Our process begins with identifying your wants and needs and ends with a custom portfolio that encompasses your entire financial picture. When potential clients reach out to us, one of two things will happen. They will either walk away feeling confident about their portfolio or we will have found somewhere to add value. We start by reviewing your current financial picture and then consider the best ways to potentially reach your goals. Depending on your situation, the process can vary a bit from there. We may start with investing, insurance or cash management and lending solutions. During this first step is when the planning process will begin. Morgan Stanley provides us access to some of the best planning software available. We can plan for retirement, a large purchase or anything else that comes to mind. Your plan, just as your portfolio will change as your life changes and from portfolio review meetings to many other forms of engagement, we will be there to guide you along the way.
Location
4855 Technology Way
Suite 600
Boca Raton, FL 33431
US
Direct:
(561) 393-1848(561) 393-1848
Meet The Weigold Group
Carl Weigold
Senior Portfolio Manager, Associate Vice President, Financial Planning Specialist, Financial Advisor
Phone:
(561) 393-1843(561) 393-1843
Kennedy Klein
Registered Client Service Associate
Phone:
(561) 393-1826(561) 393-1826
About Gerrard Weigold
Securities Agent: NH, AL, VA, TX, LA, IL, IA, CO, AZ, TN, MO, GA, WV, WI, SD, NJ, MA, FL, OR, DE, DC, NE, MD, CT, SC, OH, NY, IN, CA, MT, MN, MI, WA, VT, RI, PA, NM, ND, NV, NC, ME, HI, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 1293945
CA Insurance License #: OK60121
NMLS#: 1293945
CA Insurance License #: OK60121
About Carl Weigold
Securities Agent: MN, CO, DC, OR, WV, ND, LA, IL, OH, MD, SD, MT, IA, AZ, DE, IN, FL, SC, PA, NV, MA, HI, WI, WA, UT, ME, GA, CA, VA, TN, NY, NM, CT, NJ, NE, AL, TX, RI, MI, VT, NH, NC, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 1757156
CA Insurance License #: 4148137
NMLS#: 1757156
CA Insurance License #: 4148137
Contact Gerrard Weigold
Contact Carl Weigold
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
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
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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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
529 Plans: A Powerful Tool to Save for Education
Article Image
Ready to start a conversation? Contact The Weigold Group today.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5When 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.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.
7Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan 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
4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
5When 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.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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.
7Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
