UBS Financial Services
47yrs
Top advisor by experience in Plano
44yrs
Based in Plano, Texas, Ronald Johnson is a fiduciary financial advisor with 44 years of industry experience. Ronald joined Morgan Stanley in 2009, after eight years at Citigroup Global Markets. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience44 years (since 1982)
How that compares ?Top 1% by experience in Plano
Office7500 Dallas Parkway Suite 500, Plano, TX 75024
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2001 – 2009Citigroup Global Markets Inc.Previously
Contact Ronald
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Ronald. 7500 Dallas Parkway Suite 500Plano, TX 75024Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Ronald
Tailored to Ronald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Ronald
How do I contact Ronald?
Call Morgan Stanley at (914) 225-5510 and ask for Ronald Johnson. Ronald works from the Plano, TX office.
How long has Ronald been a financial advisor?
Ronald has been in the industry since 1982, about 44 years. Top 1% by experience in Plano.
What licenses does Ronald hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ronald a fiduciary?
Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ronald paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Ronald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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