Yvonne McGuire, CRC®
Senior Vice President,
Financial Advisor
Direct:
(407) 849-4787(407) 849-4787
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Yvonne McGuire, CRC® is a Senior Vice President and Financial Advisor with Morgan Stanley in Orlando, Florida. With more than 40 years of experience in the financial services industry, Yvonne works with business, owners, corporate executives, entrepreneurs and multigenerational families on personalized wealth management and long-term financial planning strategies.
Yvonne focuses on helping clients organize and manage the complexities that often accompany significant financial transitions, including the sale of privately held businesses, retirement transitions, liquidity events and the stewardship of wealth following the sale of major assets. Many of the individuals and families she works with are navigating important financial decisions after business sales, corporate transactions or other substantial wealth events that require thoughtful coordination across investments, estate considerations, insurance planning and long-term family objectives.
Before becoming a financial Advisor in 2007, Yvonne held numerous leadership and regional management positions with several major financial institutions, including Smith Barney, Advest, Raymond James and Wachovia/Wells Fargo. Her broad industry experience provides clients with valuable perspective on both wealth management strategy and the importance of long-term client relationships.
Working alongside Ron Garrison and the Garrison/McGuire team at Morgan Stanley, Yvonne helps clients develop coordinated planning strategies designed to align investment management with retirement planning, estate planning strategies, charitable goals and intergenerational wealth transfer planning. She frequently collaborates with clients’ attorneys, accountants and other trusted professionals to help create continuity and organization during periods of financial change and opportunity.
Throughout her career, Yvonne has been recognized for both her professional accomplishments and her commitment to community involvement, including being named Volunteer of the Year for Wells Fargo Advisors in Central Florida in 2015.
Yvonne and the Garrison/McGuire team serve clients in Orlando and throughout the country who value a thoughtful, relationship-focused approach to preserving, managing and transferring wealth across generations.
Yvonne focuses on helping clients organize and manage the complexities that often accompany significant financial transitions, including the sale of privately held businesses, retirement transitions, liquidity events and the stewardship of wealth following the sale of major assets. Many of the individuals and families she works with are navigating important financial decisions after business sales, corporate transactions or other substantial wealth events that require thoughtful coordination across investments, estate considerations, insurance planning and long-term family objectives.
Before becoming a financial Advisor in 2007, Yvonne held numerous leadership and regional management positions with several major financial institutions, including Smith Barney, Advest, Raymond James and Wachovia/Wells Fargo. Her broad industry experience provides clients with valuable perspective on both wealth management strategy and the importance of long-term client relationships.
Working alongside Ron Garrison and the Garrison/McGuire team at Morgan Stanley, Yvonne helps clients develop coordinated planning strategies designed to align investment management with retirement planning, estate planning strategies, charitable goals and intergenerational wealth transfer planning. She frequently collaborates with clients’ attorneys, accountants and other trusted professionals to help create continuity and organization during periods of financial change and opportunity.
Throughout her career, Yvonne has been recognized for both her professional accomplishments and her commitment to community involvement, including being named Volunteer of the Year for Wells Fargo Advisors in Central Florida in 2015.
Yvonne and the Garrison/McGuire team serve clients in Orlando and throughout the country who value a thoughtful, relationship-focused approach to preserving, managing and transferring wealth across generations.
Securities Agent: NY, NC, OK, WA, VT, IL, CT, FL, TX, SC, OH, TN, NV, MD, HI, VA, RI, NH, MO, AL, MA, GA, CA, NJ, SD, PA, UT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1054766
NMLS#: 1054766
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Typical Clients
The clients I work with all have unique needs and goals for their financial future. However, they all share one important characteristic: the desire to simplify their financial situation and plan for the future.
Whether it is saving for retirement, contributing to a loved one's higher education, purchasing a second home, or anything in between, I help alleviate the stress of navigating complex, unfamiliar financial situations and allow clients to maintain their current lifestyle.
Whether it is saving for retirement, contributing to a loved one's higher education, purchasing a second home, or anything in between, I help alleviate the stress of navigating complex, unfamiliar financial situations and allow clients to maintain their current lifestyle.
Personalized Solutions
From buying a home to rolling over your 401(k) to leaving a lasting legacy, I am here to answer your financial questions and implement the best strategies to meet your specific goals and circumstances. Here are just some of the questions I help clients answer every day.
Financial Planning
Life is constantly changing. How do I prepare for a more secure future knowing that certain events - like a divorce or a death in the family - can dramatically impact my plans?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Managing Risk
Life's risks can reveal themselves in many ways - from loss of life to loss of health. How do I protect myself and my family from life's unknown?
Professional Portfolio Management
I have so many things I want to do with my life. How can one investment strategy balance them all?
Socially-Responsible Investing
Is there a way to incorporate my personal values into the way I invest without giving up performance?
Charitable Giving
Are my charitable donations having the impact I want them to have?
Growing Older
Given extended life expectancy, how do I make certain I can afford the health services I may need?
Investor Resources
Thoughts on the Market Podcast
Here you can find podcasts on a variety of market-related topics from Morgan Stanley thought leaders
Listen here
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
MS Reserved
Clients with $1million+ in assets and liabilities are eligible to enroll in Morgan Stanley's Reserved Living & Giving program. E*TRADE Platinum and Private Clients may also be eligible to enroll in the Reserved Living & Giving program. Members will have access to exclusive partner offers and discounts, in addition to a variety of leadership content ranging from lifestyle to personal finance topics.
Learn more about MS ReservedLocation
201 E. Pine St 11th
Fl
Orlando, FL 32801
US
Direct:
(407) 849-4787(407) 849-4787
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
A Simple Six-Step Retirement Checkup
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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
Iran Conflict: Seven Takeaways for Investors
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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
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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
Ready to start a conversation? Contact Yvonne McGuire 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
