Bret A. Roberts
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(303) 316-5109(303) 316-5109
Toll-Free:
(800) 965-6135(800) 965-6135
My Mission Statement
Our mission is to simplify complex, multi-generational planning for you, your family, and your business enterprises. We listen, navigate challenges, and develop creative approaches to meet the needs of entrepreneurs, executives, and families. With our help, you can focus more on expanding your businesses, pursuing your passions, and spending precious time with those who matter most.
My Story and Services
With nearly 30 years of experience in the financial services industry, I have cultivated a deep appreciation for the unique goals and complex circumstances of each of my clients. My mission is to help individuals, families, and businesses preserve and grow the wealth they've worked so hard to build. As the co-founder of the Cherry Creek Group at Morgan Stanley, I lead a team of seasoned professionals dedicated to simplifying complex financial planning and empowering our clients to define and achieve their most significant goals.
Professionally, I am a financial advisor and, at my core, a mentor. Whether guiding clients toward a more prosperous future, coaching my children's sports teams, or volunteering with local nonprofits, I am passionate about helping people seize life's opportunities.
Born and raised in Arvada, Colorado, I now call Broomfield home, where I live with my family. In my free time, I enjoy coaching, attending my children's sporting events, volunteering, and embracing all the outdoor adventures Colorado has to offer.
Licenses: Series 7
Securities Agent: OH, NV, CO, NE, AR, MT, TX, RI, FL, OR, NY, ND, MI, MD, WI, VA, SC, LA, NM, IN, MO, AL, CA, KS, IL, ID, GA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1398775
Professionally, I am a financial advisor and, at my core, a mentor. Whether guiding clients toward a more prosperous future, coaching my children's sports teams, or volunteering with local nonprofits, I am passionate about helping people seize life's opportunities.
Born and raised in Arvada, Colorado, I now call Broomfield home, where I live with my family. In my free time, I enjoy coaching, attending my children's sporting events, volunteering, and embracing all the outdoor adventures Colorado has to offer.
Licenses: Series 7
Securities Agent: OH, NV, CO, NE, AR, MT, TX, RI, FL, OR, NY, ND, MI, MD, WI, VA, SC, LA, NM, IN, MO, AL, CA, KS, IL, ID, GA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1398775
Securities Agent: CA, ID, OR, MN, NE, AK, MT, IN, NY, FL, UT, MO, WI, VA, IL, HI, GA, TX, LA, DE, CO, RI, NM, ND, MI, AR, AZ, OH, NV, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1398775
NMLS#: 1398775
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- Bachelor of Arts in Economics, University of Colorado
- Bachelor of Science in Finance, University of Colorado
- Life, Annuity & Variable Insurance Licensed
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 7 - General Securities Representative
About My Team
At the Cherry Creek Group, we work closely with entrepreneurs, executives, and key achievers who have four things in common:
1. They have complex financial planning needs.
2. They want to further cultivate their success by building multi-generational wealth.
3. They want their family members to be involved in the planning process, so they can gain valuable and responsible investing insights.
4. They simply don't have the time, inclination, or expertise to do it all themselves. They want skilled financial guidance, personalized service, and a financial advisor they can trust with not only their own good fortune, but also their family's future.
Our extensive knowledge, diversity of experience, and personal investment in each of our client's unique stories means you can trust us with the complex planning you and your family need. We comprehensively help you identify collective financial goals, so we can deliver a responsive plan that works for your entire family, as well as future generations.
Many of our clients come to us at pivotal moments or transitions in their life. Some are seeking continuity; others are interested in exploring new opportunities. They all have one thing in common: the need for highly comprehensive financial planning. In addition to our focus on comprehensive financial planning, we bring deep knowledge in the following areas:
• Divorce Planning
• Retirement Planning
• Alternative Investments
Through our relationship, we seek to provide you financial confidence so you can maximize your time spent focused on your business, family, and passions. Here’s how to get started: First, schedule a consultation with us at the Cherry Creek Group. Next, share with us your goals, questions, aspirations, and concerns. Together, we’ll examine where you are at right now, then develop a dynamic financial plan that leads you where you want to go - even in an unpredictable global climate. We invite you to work with our family-focused team of professional advisors. We strive to provide unmatched support so you can keep doing what you do best.
1. They have complex financial planning needs.
2. They want to further cultivate their success by building multi-generational wealth.
3. They want their family members to be involved in the planning process, so they can gain valuable and responsible investing insights.
4. They simply don't have the time, inclination, or expertise to do it all themselves. They want skilled financial guidance, personalized service, and a financial advisor they can trust with not only their own good fortune, but also their family's future.
Our extensive knowledge, diversity of experience, and personal investment in each of our client's unique stories means you can trust us with the complex planning you and your family need. We comprehensively help you identify collective financial goals, so we can deliver a responsive plan that works for your entire family, as well as future generations.
Many of our clients come to us at pivotal moments or transitions in their life. Some are seeking continuity; others are interested in exploring new opportunities. They all have one thing in common: the need for highly comprehensive financial planning. In addition to our focus on comprehensive financial planning, we bring deep knowledge in the following areas:
• Divorce Planning
• Retirement Planning
• Alternative Investments
Through our relationship, we seek to provide you financial confidence so you can maximize your time spent focused on your business, family, and passions. Here’s how to get started: First, schedule a consultation with us at the Cherry Creek Group. Next, share with us your goals, questions, aspirations, and concerns. Together, we’ll examine where you are at right now, then develop a dynamic financial plan that leads you where you want to go - even in an unpredictable global climate. We invite you to work with our family-focused team of professional advisors. We strive to provide unmatched support so you can keep doing what you do best.
Client Service Team
Kathy A. Houston - Portfolio Associate
Phone:
(303) 316-5144(303) 316-5144
Email:Kathy.A.Houston@morganstanley.com
Location
3033 East 1st Avenue
Suite 820
Denver, CO 80206
US
Direct:
(303) 316-5109(303) 316-5109
Toll-Free:
(800) 965-6135(800) 965-6135
Fax:
(303) 316-5149(303) 316-5149
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
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Ready to start a conversation? Contact Bret A. Roberts today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
