ADVISOR BIO

Robert Bancroft is a financial advisor at Morgan Stanley in Scottsdale, Arizona. Robert has been in the financial services industry since 1989. Robert has Series 7, 9, 10, 24, 31, 63, and 65 licenses, and has earned his SIE designation. Prior to joining Morgan Stanley in 2007, Robert was with U.S. Bancorp Piper Jaffray, Inc. in Minneapolis, Minnesota. Robert provides asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors. Robert also manages portfolios for businesses, individuals and investment companies.

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ADVISOR BIO

Robert Bruce Kerns is a financial advisor working with Morgan Stanley. Robert has been working in the industry since May 22, 2020. Robert has been registered with the Financial Industry Regulatory Authority (FINRA) since February 25, 2020 and is currently registered with Morgan Stanley in Arizona and Texas. Robert holds the Series 66, Series 7TO, and SIE securities licenses. Robert has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated as well as American Family Insurance. Robert is also active in the Coyotes Amateur Hockey Association (CAHA Chandler Bobcats) as a coach.

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ADVISOR BIO

Robert John Gaines is a financial advisor at Morgan Stanley. He is a registered representative with the firm in Scottsdale, Arizona. Robert John Gaines has been in the securities industry since July 1997. He has a wide range of experience and holds multiple industry licenses. He also serves as a board member on the Finance Committee of the Boulder Crest Foundation.

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ADVISOR BIO

Robert Neil Blendu is a financial advisor who has been in the industry since 1991. Robert is currently registered with Morgan Stanley, and is licensed to offer financial advice in Arizona and Texas. Robert has been registered with Morgan Stanley since 2007, and prior to that was with Morgan Stanley DW Inc. Robert is a highly experienced financial advisor, with expertise in a variety of areas, including asset allocation, financial planning, and portfolio management. Robert can assist clients with their investment needs, whether they are individuals, businesses, or institutions.

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ADVISOR BIO

Robert Emory Bossong is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Assetmark, Inc., and holds Series 63, 66, 7, 9 and 10 licenses. Robert has previously worked with several firms including AssetMark Brokerage, LLC, Capital Brokerage Corporation and Charles Schwab & Co., Inc.. Robert's areas of specialization include retirement planning, mutual funds, variable annuities and investment advisory services. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Robert Urbano is a financial advisor with Morgan Stanley. Robert is registered with FINRA and holds Series 7TO, Series 66, and SIE licenses. Robert's experience spans over 3 years in the financial services industry. Robert has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert's registration covers multiple states, including Arizona, Texas, and 49 other states. Robert offers various investment services, including financial planning, asset allocation advice, pension consulting, and educational seminars.

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ADVISOR BIO

Robert Charles Naber is an investment advisor representative with Managed Asset Portfolios, LLC. Robert has been in the industry since 1992, starting with H&R Block Financial Advisors, Inc. He has been with Managed Asset Portfolios, LLC since 2009. Robert is registered with the state of Arizona and holds Series 7, 8, 24, 63 and 65 licenses. He specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Robert has experience working with high-net-worth individuals, trusts, and offshore vehicles.

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ADVISOR BIO

Robert Nelson is a financial advisor with over 19 years of experience in the industry. Robert is currently registered with Morgan Stanley in Arizona, Texas and Washington. Robert has previously worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in Scottsdale, Arizona. Robert's areas of expertise include financial planning, investment management, and retirement planning. He is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Robert Michael Angelo is an investment advisor representative associated with Pgim Investments Llc in Scottsdale, AZ. Robert has been in the financial services industry since February 28, 2004, and is registered with the state of Arizona as both a broker-dealer and an investment advisor. Robert previously worked for Blackrock Investments, LLC and Citigroup Global Markets Inc. Robert is a licensed Series 7, 63, 25 and 65 and SIE exam holder.

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ADVISOR BIO

Robert Selleck has been in the financial industry since January 20, 1998. Robert is currently registered with Morgan Stanley and is licensed in Arizona, California, Connecticut, Georgia, Maine, Massachusetts, New Mexico, New York, Pennsylvania, Rhode Island, Texas, and Vermont. Robert has previously worked with MORGAN STANLEY & CO. INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and DEAN WITTER REYNOLDS INC. Robert has passed the Series 63, 65, 7, 31, and SIE exams.

SPECIALIZATIONS