Charleston Branch Office

Bob is a graduate of the United States Military Academy at West Point. He was awarded the Bronze Star Medal for his meritorious service during the Gulf War. He began his career in the industry as a Financial Advisor in Washington, DC in 1992 and his first job in management was Sales Manager for Morgan Stanley in Alexandria, VA in 1998. Bob subsequently held management positions in Atlanta, New York and Charlotte. He is currently the Sub-Complex Manager for the Carolinas Complex where he manages the Charleston, SC branch and oversees the Charleston, Hilton Head, Savannah and St. Simons markets.

Bob and his wife, Joanna, have four children. He enjoys sports and spending time with his growing family.

Client Service has been Denise's passion throughout her 30 years in the Financial Industry in the Tri-State area of New York and New Jersey. Across her various roles in the industry, which have included Portfolio Associate, Client Service Associate, Service Manager, and Compliance Officer, Denise has always found herself drawn back to the basics of client services resulting in the fulfillment of client's needs and request. Denise is the current Business Service Officer, and she covers the Charleston, Savannah, Hilton Head and St. Simons branches. She is focused on delivering the highest quality of service and satisfaction to all FAs, Support Professionals, and clients across the range of financial services, as well as being a part of the Carolina’s Management Team. She is a graduate of St John's University with an Associate Degree in Business and has fostered her education in the financial industry by obtaining the Series 7, 8, 63 and 65 licenses.

Denise and her husband, John, relocated to the Summerville, South Carolina area in 2020 and they love exploring all the wonders of the South. They also love spending time visiting their two adult children along with a large, extended family and friends. Denise is passionate about entertaining at home, visiting beaches in the area, as well trying new restaurants.

Sara brings a diverse background in hospitality, human resources, and operations to her role as the Charleston Market Branch Administrator. Born and raised in Pittsburgh, Pennsylvania, she spent her undergraduate years at College of Charleston where she studied business, marketing & psychology. Since joining Morgan Stanley in 2021, she’s been an integral part of supporting both the Charleston branch and the surrounding Carolinas Market. Leveraging her strong interpersonal and organizational skills, she helps cultivate a dynamic and energetic work environment while remaining attentive to both company goals and client satisfaction.

Having enjoyed planting her roots in Charleston over the last 10 years, she’s had the unique opportunity to watch the city grow into the vibrant community it is today. Outside of work, Sara enjoys traveling (her goal is to visit all 50 states someday), tennis, cooking, spending time with family, friends, and of course her rescue cat Finley.