Rob Loftis
Managing Director, Wealth Management, Private Wealth Advisor
Phone:
(404) 949-4162(404) 949-4162
Morgan Stanley Private Wealth Management
The Loftis Team
Direct:
(404) 949-4162(404) 949-4162
My Mission Statement
To provide holistic advice to ultra-high net worth families comprised of institutional level asset management and sophisticated non-investment resources.
Welcome
Rob Loftis is an Executive Director and Senior Portfolio Manager in the Private Wealth Management division at Morgan Stanley. He advises ultra-high net worth clients and related entities on asset management strategies including investment management, tactical asset allocation, and risk management. Rob creates customized plans for entrepreneurs, corporate executives, professional athletes, family businesses and related institutions.
Securities Agent: TN, SC, MA, IN, ID, AL, VA, CA, MO, LA, NE, KS, DE, WI, OH, MS, CO, VT, UT, NY, TX, NJ, NC, KY, GA, DC, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1310716
NMLS#: 1310716
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Global Franchise
Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
- Morgan Stanley Wealth Management
- Institutional Securities Group
- Investment Management
Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
Morgan Stanley Franchise Power
- $5.1 trillion in AUM1
- Total Deposits $351 billion1
- Morgan Stanley reported full year net revenues of $54.1 Billion in 20232
- Morgan Stanley's Global employees approximately 80,0001
- The Tier 1 risk-based Capital Ratio under U.S. Basel III was approximately 15%1
- $314 billion in liquidity reserve1
1As of December 31, 2023, Morgan Stanley Quarterly Financial Supplement
2MorganStanley.com/InvestorRelations
Location
3280 Peachtree Road NE
Ste 2000
Atlanta, GA 30305
US
Direct:
(404) 949-4162(404) 949-4162
Fax:
(404) 812-8435(404) 812-8435
Meet My Team
Jacob Ludwick
Private Wealth Advisor
Phone:
(404) 949-4300(404) 949-4300
Paul Griffin
Vice President, PWM Wealth Management Associate
Phone:
(404) 949-4134(404) 949-4134
Sina Taghizadeh, CIMA
PWM Analyst
Phone:
(404) 949-4116(404) 949-4116
About Rob Loftis
Rob received a Master of Business Administration degree in Finance and Investment Management from the University of North Carolina’s Kenan-Flagler Business School where he was honored with admission into the Beta Gamma Sigma Honor Society. Rob received a Bachelor of Science degree in Electrical Engineering from NC State University where he graduated Summa Cum Laude, while being honored with admission into Tau Beta Pi, Eta Kappa Nu and Golden Key National Honor Societies.
Rob joined Morgan Stanley Private Wealth Management in 2012. Prior to Morgan Stanley, Rob worked for Barclays Wealth, Goldman Sachs and General Electric.
Rob lives in Atlanta, GA with his wife Andria, their daughter Lia, and dog Emma. He enjoys traveling with his family, following Wolfpack athletics, and is an avid golfer. He serves on the Board of Directors for the NC State Engineering Foundation and is a member of the Sigma Phi Epsilon Fraternity.
Rob joined Morgan Stanley Private Wealth Management in 2012. Prior to Morgan Stanley, Rob worked for Barclays Wealth, Goldman Sachs and General Electric.
Rob lives in Atlanta, GA with his wife Andria, their daughter Lia, and dog Emma. He enjoys traveling with his family, following Wolfpack athletics, and is an avid golfer. He serves on the Board of Directors for the NC State Engineering Foundation and is a member of the Sigma Phi Epsilon Fraternity.
Securities Agent: TN, SC, MA, IN, ID, AL, VA, CA, MO, LA, NE, KS, DE, WI, OH, MS, CO, VT, UT, NY, TX, NJ, NC, KY, GA, DC, FL; General Securities Representative; Investment Advisor Representative
About Jacob Ludwick
Jake is an Investment Consultant and focuses on new business development for the team.
In his prior role in Morgan Stanley’s Institutional Client Coverage Division, he worked exclusively with Chief Investment Officers, Portfolio Managers and analysts of Global Asset Managers, Pension Funds, Hedge Funds, Mutual Funds and Insurance Companies, supporting their investment processes. He has collaborated extensively with Morgan Stanley banking, capital markets, research analysts and traders, to assure clients maintained full connectivity to all of the firm's resources.
Jake began his career in Morgan Stanley's Wealth Management Division in New York, where his team worked with Ultra High Net Worth Families on their comprehensive financial planning.
Jake graduated from Auburn University with a Bachelors Degree in Business, concentrating in Finance. He lives in Atlanta with his wife, Jamie, his son, Will and daughter, Sophie. In his free time he enjoys traveling with his family, fishing and boating.
In his prior role in Morgan Stanley’s Institutional Client Coverage Division, he worked exclusively with Chief Investment Officers, Portfolio Managers and analysts of Global Asset Managers, Pension Funds, Hedge Funds, Mutual Funds and Insurance Companies, supporting their investment processes. He has collaborated extensively with Morgan Stanley banking, capital markets, research analysts and traders, to assure clients maintained full connectivity to all of the firm's resources.
Jake began his career in Morgan Stanley's Wealth Management Division in New York, where his team worked with Ultra High Net Worth Families on their comprehensive financial planning.
Jake graduated from Auburn University with a Bachelors Degree in Business, concentrating in Finance. He lives in Atlanta with his wife, Jamie, his son, Will and daughter, Sophie. In his free time he enjoys traveling with his family, fishing and boating.
Securities Agent: KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, AZ, AR, AL, AK, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN; General Securities Representative; Investment Advisor Representative
About Paul Griffin
Paul is a Private Wealth Management Associate and joined the team in March 2016. His focus is client service and all operational aspects of the team. His client-management skills, market/product knowledge and his understanding of firm policies and procedures allow him to address the distinct needs of ultra-high net worth clients. Paul also mentors other associates as part of his role as the Client Service coach for the Private Wealth Management Atlanta office.
Prior to joining the team, Paul worked in a variety of roles at Merrill Lynch including Compliance, Asset Transfers and the Corporate Bond desk. He has over 18 years of experience in the financial services industry and holds his Series 7 and 66 licenses. Paul graduated from the State University of New York, University at Buffalo with a B.A. in Communications.
In his free time, Paul enjoys traveling, being physically active and spending time outdoors.
Prior to joining the team, Paul worked in a variety of roles at Merrill Lynch including Compliance, Asset Transfers and the Corporate Bond desk. He has over 18 years of experience in the financial services industry and holds his Series 7 and 66 licenses. Paul graduated from the State University of New York, University at Buffalo with a B.A. in Communications.
In his free time, Paul enjoys traveling, being physically active and spending time outdoors.
Securities Agent: TN, SC, MA, IN, ID, AL, VA, CA, MO, LA, NE, KS, DE, WI, OH, MS, CO, VT, UT, NY, TX, NJ, NC, KY, GA, DC, FL; General Securities Representative; Investment Advisor Representative
About Sina Taghizadeh
Sina is a Private Wealth Analyst and joined the team in December of 2022. He focuses on investment due-diligence, manager research, and performance reporting. Sina prides himself on thoroughness and attention to detail in order to meet client goals and objectives while exceeding their expectations.
Prior to joining our team, he was a senior analyst at Sage Mountain Advisors helping ultra-high net worth families achieve their financial goals. Sina has a Bachelor’s in Business Administration from the University of Georgia and an MBA from Georgia Tech’s Scheller College of Business. He also obtained the Certified Investment Management Analyst® designation after completing coursework at Yale School of Management.
In his free time, Sina enjoys tennis, skiing, Atlanta sports, and exploring new spots in Atlanta.
Prior to joining our team, he was a senior analyst at Sage Mountain Advisors helping ultra-high net worth families achieve their financial goals. Sina has a Bachelor’s in Business Administration from the University of Georgia and an MBA from Georgia Tech’s Scheller College of Business. He also obtained the Certified Investment Management Analyst® designation after completing coursework at Yale School of Management.
In his free time, Sina enjoys tennis, skiing, Atlanta sports, and exploring new spots in Atlanta.
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
Article Image
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 6295606 (3/2024)
