Mark T. Ratay
CIMA® , QPFC
Corporate Retirement Director, Financial Wellness Director, Senior Vice President, Senior Portfolio Manager, Financial Advisor
The Ratay Group at Morgan Stanley
Mark Ratay serves as Corporate Retirement Director and Financial Wellness Director at The Ratay Group at Morgan Stanley, where he brings extensive expertise in helping organizations design and implement comprehensive retirement and financial wellness programs. He specializes in working with plan sponsors to enhance participant outcomes through strategic plan design, fiduciary guidance, and holistic financial wellness initiatives. Mark is passionate about educating employees at all career stages, helping them build confidence in their financial futures. The Ratay Group takes a collaborative approach, partnering with companies to create customized solutions that align retirement benefits with broader organizational goals while fostering a culture of financial well-being.
630-962-1632
Fort Myers, FL
Client Plans: 50
Participants: 15,000

