Robert A Burie
Vice President, Financial Advisor, Senior Portfolio Manager
Phone:
(561) 394-8541(561) 394-8541
Burie Group at Morgan Stanley
Direct:
(561) 394-8541(561) 394-8541
Toll-Free:
(800) 326-5331(800) 326-5331
Our Mission Statement
The Burie Group at Morgan Stanley is a multigenerational team providing financial planning and investment advice. We are committed to understanding every aspect of our clients’ lives so that we can leverage our team’s experience and our firm’s resources to provide best in class, custom solutions.
Our Story and Services
Not all advice is the same. Our team’s advice is backed by advanced technology, exceptional insight and institutional scale that can't be found just anywhere.
We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
We offer wealth planning informed by sound advice, developing comprehensive solutions to help you meet your goals. We take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy that is appropriate and all-encompassing. We will be sure to communicate with you regularly throughout our relationship and make adjustments as your life and the financial markets change.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR FIVE-STEP PROCESS
Our wealth management approach focuses on you, your family and your career – where you are today and where you want to go. Working together, we develop the strategies to help get you there, navigating life’s challenges and helping you make more informed decisions about your wealth.
1. Introductory Call
We begin with an informal conversation to understand your financial concerns and determine how we can add value. If we all agree to move forward, we’ll schedule our next meeting and request important financial information.
2. Get To Know You Meeting
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you’ve prepared and define your priorities.
3. Analysis & Plan Development
Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
4. Implementation
In this step, we present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, we open new accounts for you at Morgan Stanley and initiate our investment recommendations. We’ll also begin to implement other strategies we’ve discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.
5. Ongoing Service
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we’ll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
Customized and Tailored for You
As portfolio managers. we address the needs of high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions.
Our method is designed to help meet your specific needs for your future.
Our method is designed to help meet your specific needs for your future.
Client Resources
Timely market commentary, thought leadership and portfolio ideas to help guide your investment decisions.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
On the Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest Report
Thoughts on the Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Listen to the Latest EpisodeVital Tools
Financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. Therefore, we are committed to providing you with important information about managing more effectively in today's global market.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that will benefit your overall wealth.
We have assembled the following resources that reinforce the fundamental investment strategies and concepts of our practice. We've provided links to these materials, where available, and hope you'll return often to learn more about the topics that will benefit your overall wealth.
Morgan Stanley Online
Seamlessly and securely manage your investments and everyday finances in one place with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn more about MSO
Total Wealth View
A holistic outlook of your finances will be a great asset in wealth planning, budgeting, cash flows, and more. With 3 easy steps, you will be able to link external accounts on the Morgan Stanley Mobile App.
Learn more about Total Wealth View
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Learn more about GPS
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about Reserved Living & Giving
Philanthropy
Magnify the impact of your philanthropic efforts by defining a clear mission and maintaining your focus, including advice on how to govern your family foundation to maintain alignment with your goals.
Digital Vault
Available on the Morgan Stanley Online and Mobile App. It allows clients and their families to build a central, shared document library where all documents are stored using encryption.
Learn more about Digital VaultLocation
595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(561) 394-8541(561) 394-8541
Toll-Free:
(800) 326-5331(800) 326-5331
Meet Burie Group
Gregory John Burie
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(561) 394-8542(561) 394-8542
About Robert A Burie
Robert is a Vice President and Senior Portfolio Manager with the Burie Group at Morgan Stanley. In his role, Robert focuses on a tactical approach to wealth accumulation, retirement planning including income supplements with tax considerations, education savings, and family wealth transition.
Robert is a native of Boca Raton. He graduated from Florida State University with a Bachelor’s of Science degree in Business Administration. He then promptly moved to Jacksonville where he began his financial services career with Fidelity Investments as a client service specialist. In 2015, Robert returned to Boca and joined Morgan Stanley as a Financial Advisor Associate. He currently lives in Boca Raton with his wife Alexa, son Reece and their dog Jax. He has a love for the outdoors and spends his free time boating, playing sports with friends, or participating in the occasional local art class.
Robert is a native of Boca Raton. He graduated from Florida State University with a Bachelor’s of Science degree in Business Administration. He then promptly moved to Jacksonville where he began his financial services career with Fidelity Investments as a client service specialist. In 2015, Robert returned to Boca and joined Morgan Stanley as a Financial Advisor Associate. He currently lives in Boca Raton with his wife Alexa, son Reece and their dog Jax. He has a love for the outdoors and spends his free time boating, playing sports with friends, or participating in the occasional local art class.
Securities Agent: TN, TX, UT, VA, VT, WA, NC, MN, MD, MA, KY, IL, GA, FL, DE, CT, CO, CA, AZ, NJ, NV, NY, OH, PA, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 1416396
NMLS#: 1416396
About Gregory John Burie
As a Senior Portfolio Management Director, Greg focuses on developing asset allocation and investment strategies for high net worth individuals, families, and institutions. Through a process of understanding a client’s complex financial needs, time horizon, risk tolerance and tax considerations, he constructs, integrates and tactically rebalances multiple portfolio strategies. As an Alternative Investments Director, Greg allocates capital for accredited investors across multiple alternative platforms, including Private Equity, Global Macro, Private Credit and Real Estate.
Prior to joining Morgan Stanley, Greg was a Private Wealth Advisor at Ameriprise Financial Services for about 30 years. Greg has attained his Certified Financial Planner (CFP®) designation, and is currently a member of the Financial Planning Association. He graduated from Millersville State University with a Bachelor of Science degree in Business Administration.
Greg and his wife Carolyn have 3 children, including his son Robert, who is his partner. He enjoys travel, golf, boating and hiking. He is and has been active in multiple charities and non-for-profit as board member, lecturer and donor.
Prior to joining Morgan Stanley, Greg was a Private Wealth Advisor at Ameriprise Financial Services for about 30 years. Greg has attained his Certified Financial Planner (CFP®) designation, and is currently a member of the Financial Planning Association. He graduated from Millersville State University with a Bachelor of Science degree in Business Administration.
Greg and his wife Carolyn have 3 children, including his son Robert, who is his partner. He enjoys travel, golf, boating and hiking. He is and has been active in multiple charities and non-for-profit as board member, lecturer and donor.
Securities Agent: MD, VT, VA, UT, TX, TN, SC, PA, OH, NY, NV, NJ, NH, NC, MO, MN, MA, KY, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1364472
NMLS#: 1364472
Contact Robert A Burie
Contact Gregory John Burie
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
Ready to start a conversation? Contact Burie Group today.
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.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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. 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.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
CRC 6491812 (04/2024)
