ADVISOR BIO

Robert Vaughan is a financial advisor at Morgan Stanley. Robert has been in the industry since August 2014 and is registered with the state of California, Connecticut, and Texas. Robert offers a range of financial services, including financial planning, portfolio management, and pension consulting. Robert has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Paul Vetti is a financial advisor registered with Assetmark, Inc. Robert has been in the industry since January 2020 and has passed the Series 63, 65, 6TO and SIE exams. Robert has been registered as an Investment Advisor Representative in California and is also registered in 14 other states as a broker-dealer. He specializes in working with Individuals, High-Net-Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses and Individuals Other Than High-Net-Worth.

SPECIALIZATIONS

ADVISOR BIO

Robert Chaykin is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. Robert has been in the financial services industry since 1983 and has experience providing a wide range of services, including financial planning, portfolio management, and asset allocation advice. Robert has held several prior roles with other firms including CITIGROUP GLOBAL MARKETS INC., WELL FARGO INVESTMENTS, LLC, and EQUITEC SECURITIES COMPANY, among others. Robert has a diverse client base, including individuals, high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Robert Yuill is a financial professional with over 20 years of experience in the industry. Robert is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp., located in Rocklin, California. Robert holds Series 6 and Series 63 licenses and is a Chartered Financial Consultant. Robert is dedicated to providing personalized financial guidance to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Robert Kristofer Wolffe is a financial advisor with over 10 years of experience in the financial services industry. Robert is currently registered with Morgan Stanley in Palo Alto, California. Before joining Morgan Stanley, Robert worked at SharesPost Financial Corporation and Morgan Stanley Smith Barney. Robert is a Series 66, Series 7, Series 9 and Series 10 licensed financial advisor. Robert is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Robert's primary focus is working with high net worth individuals, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

ADVISOR BIO

Robert A. Hempstead is an investment advisor representative associated with Morgan Stanley. Robert has been in the securities industry for 18 years. Robert holds Series 7, 9, 10, 24, 31, 66 and SIE licenses. Robert previously worked at E*TRADE Securities LLC for 17 years. Robert has been registered with FINRA since 2005. Robert is currently registered with FINRA and the state of California.

SPECIALIZATIONS

ADVISOR BIO

Robert Peng is a financial advisor with over 17 years of experience in the financial services industry. Robert is currently registered with Morgan Stanley and has previously worked at TD Ameritrade, Inc., Scottrade, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company and Prudential Securities Incorporated. Robert is licensed in a variety of states and holds several securities licenses, including Series 66, Series 65, Series 63, Series 10, Series 9, Series 6TO, SIE and Series 7. Robert specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies. Robert is committed to providing clients with personalized service and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Robert Manning is a financial advisor with Morgan Stanley. Robert has been in the financial industry since 1988 and has experience with a variety of firms, including Citigroup Global Markets, Deutsche Bank Securities, and Alex. Brown & Sons. Robert is registered to provide investment advice in a number of states and holds the Series 7, Series 63, and Series 65 licenses. Robert specializes in providing financial planning, asset allocation advice, and portfolio management services to a variety of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Robert Mancini is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Morgan Stanley in Los Angeles, California. Prior to joining Morgan Stanley, Robert was a financial advisor with Citigroup Global Markets Inc., Fahnestock & Co. Inc., CIBC World Markets Corp., and Sanford C. Bernstein & Co., LLC. Robert holds a Series 66, Series 7, and Series 31 license, and is registered with the state of California. Robert provides a wide range of financial services, including investment advisory services, financial planning, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Robert Joseph Francais is an Investment Advisor Representative associated with Aspiriant, LLC. Robert Joseph Francais has been in the industry since January 2008. Robert Joseph Francais is registered with the state of California as an Investment Advisor Representative. Robert Joseph Francais's office is located in Los Angeles, California. Aspiriant, LLC is a Registered Investment Advisor with the SEC and has a main office in Los Angeles, California. The firm has been in business for 15+ years and serves individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and investment companies. Aspiriant, LLC provides various advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS