Robert McAllister
Wealth Advisor, Branch Manager
Phone:
(720) 562-6220(720) 562-6220
Morgan Stanley
Boulder Branch Office
You define success, we help you achieve it
1800 Broadway
Ste 120
Boulder, CO 80302
US
Branch:
(720) 562-6200(720) 562-6200
Toll-Free:
(800) 787-5218(800) 787-5218
Branch Manager
Robert McAllisterPhone:
(720) 562-6220(720) 562-6220
About Morgan Stanley Boulder Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Boulder Branch
Melisa Neill
Business Service Officer
Phone:
(303) 545-1836(303) 545-1836
About Robert McAllister
Robert McAllister, Sr. is a Senior Vice President, Portfolio Manager and Wealth Advisor with The Boulder Legacy Group in Boulder, Colorado. He has been with the Firm since 1993 and is grateful every day for opportunities to make a difference for his clients.
Rob has developed a strong consultative approach to addressing some of his clients’ biggest concerns, but his process starts with careful and compassionate listening. Understanding what matters most to his clients is what matters most to him. Rob then develops personalized strategies to help clients manage wealth, mitigate taxes, take care of family, and contribute to causes they care most about. Rob is committed to working with his clients, and this relationship has led to stewardship of family wealth over multiple generations.
Rob grew up in southern New Jersey outside of Philadelphia. He had successful careers in commercial and vacation real estate and real estate development. He spent ten years as a professional musician performing with distinguished entertainers. Throughout these early years, he found a passion for helping others make informed decisions about their wealth and assets. This led him to a career in wealth management where he has spent 30-plus years helping clients--from families to business owners to retirees—accomplish their wealth and legacy goals.
Rob enjoys working with clients around the country and splits his time between offices in the greater Philadelphia and Denver areas. Outside of work, Rob enjoys skiing in Colorado, participating in health and wellness activities, polishing his musical skills on Trombone and Piano, and traveling.
Rob has developed a strong consultative approach to addressing some of his clients’ biggest concerns, but his process starts with careful and compassionate listening. Understanding what matters most to his clients is what matters most to him. Rob then develops personalized strategies to help clients manage wealth, mitigate taxes, take care of family, and contribute to causes they care most about. Rob is committed to working with his clients, and this relationship has led to stewardship of family wealth over multiple generations.
Rob grew up in southern New Jersey outside of Philadelphia. He had successful careers in commercial and vacation real estate and real estate development. He spent ten years as a professional musician performing with distinguished entertainers. Throughout these early years, he found a passion for helping others make informed decisions about their wealth and assets. This led him to a career in wealth management where he has spent 30-plus years helping clients--from families to business owners to retirees—accomplish their wealth and legacy goals.
Rob enjoys working with clients around the country and splits his time between offices in the greater Philadelphia and Denver areas. Outside of work, Rob enjoys skiing in Colorado, participating in health and wellness activities, polishing his musical skills on Trombone and Piano, and traveling.
Securities Agent: AZ, CA, CO, CT, DE, FL, ID, IL, MA, MD, ME, MI, MO, NC, NE, NJ, NM, NY, OH, PA, SC, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 302752
NMLS#: 302752
About Melisa Neill
Melisa Neill is the Business Service Officer for the Boulder, Colorado, branch, having joined Morgan Stanley in 2022. She supervises support professionals to help provide world class service for each client. Equally important is helping to ensure a welcoming and inclusive environment at the Branch for all employees.
With over 10 years of financial services experience in both the US and the UK, she has become a knowledgeable resource for intricate service issues which may arise around estate distributions, asset transfers, and other complex transactions. Melisa’s goal is to help deliver “next level” service to both clients and employees.
Melisa received her bachelor’s degree in Criminology and Psychology from Indiana University of Pennsylvania. She has studied abroad at Queen’s University of Belfast.
Outside of work, Melisa enjoys spending time with her two dogs Kato and Dakota, hosting an exchange student from Germany, and diverse activities with her husband Kyle and two children Josh and Katherine. As a family they enjoy painting, traveling, and attending live performances, ranging from rock concerts, to evenings at the ballet, to orchestral symphonies.
With over 10 years of financial services experience in both the US and the UK, she has become a knowledgeable resource for intricate service issues which may arise around estate distributions, asset transfers, and other complex transactions. Melisa’s goal is to help deliver “next level” service to both clients and employees.
Melisa received her bachelor’s degree in Criminology and Psychology from Indiana University of Pennsylvania. She has studied abroad at Queen’s University of Belfast.
Outside of work, Melisa enjoys spending time with her two dogs Kato and Dakota, hosting an exchange student from Germany, and diverse activities with her husband Kyle and two children Josh and Katherine. As a family they enjoy painting, traveling, and attending live performances, ranging from rock concerts, to evenings at the ballet, to orchestral symphonies.
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Branch Hours
| Day of the Week | Hours |
|---|---|
| Mon | 8:00 AM - 4:00 PM |
| Tue | 8:00 AM - 4:00 PM |
| Wed | 8:00 AM - 4:00 PM |
| Thu | 8:00 AM - 4:00 PM |
| Fri | 8:00 AM - 4:00 PM |
| Sat | Closed |
| Sun | Closed |
Branch Address
1800 Broadway
Ste 120
Boulder, CO 80302
US
Branch:
(720) 562-6200(720) 562-6200
Toll-Free:
(800) 787-5218(800) 787-5218
Fax:
(303) 939-9007(303) 939-9007
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024