C. Robert Ball
First Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(407) 740-4980(407) 740-4980
Toll-Free:
(800) 829-5105(800) 829-5105
My Mission Statement
Experienced wealth planning services for your life and legacy goals. Hands on, personalized service.
About me:
Robby began his career in financial services in 1981, where he started with A.G. Edwards. He moved to Morgan Stanley Smith Barney in 2009. Robby is a licensed registered options principle and was an assistant branch manager at A.G. Edwards & Sons for 10 years. While at Morgan Stanley he has attained the Portfolio Manager designation. Before his career, Robby attended the University of Florida, was a defensive back on the UF football team and a member of the Kappa Alpha fraternity.
He has been married to his wife Margie for 43 years, has three children and 6 grandchildren. Robby enjoys giving back to the community and has served on multiple boards/committees affiliated with First Presbyterian Church of Orlando and Fellowship of Christian Athletes. He has also spent time with the Heart of the City Foundation, along with being a participant with Junior Achievement. Robby spent time as a youth league coach within the College Park community.
He focuses his practice on retirement strategies, portfolio management, taxable and tax free income strategies and small businesses company retirement plans.
Securities Agent: CA, AL, NJ, NC, KY, CO, CT, SC, WY, AZ, NY, GA, PA, TX, MS, MA, NM, ME, OK, MD, MI, FL, RI, IL, MO, AR, WA, IN, VA, OH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279437
He has been married to his wife Margie for 43 years, has three children and 6 grandchildren. Robby enjoys giving back to the community and has served on multiple boards/committees affiliated with First Presbyterian Church of Orlando and Fellowship of Christian Athletes. He has also spent time with the Heart of the City Foundation, along with being a participant with Junior Achievement. Robby spent time as a youth league coach within the College Park community.
He focuses his practice on retirement strategies, portfolio management, taxable and tax free income strategies and small businesses company retirement plans.
Securities Agent: CA, AL, NJ, NC, KY, CO, CT, SC, WY, AZ, NY, GA, PA, TX, MS, MA, NM, ME, OK, MD, MI, FL, RI, IL, MO, AR, WA, IN, VA, OH; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279437
Securities Agent: TX, MO, MS, WA, WY, SC, NV, NM, KY, CO, IN, AR, PA, MD, DC, AZ, OK, NY, NJ, MA, IL, GA, DE, CT, CA, AL, VA, TN, NC, ME, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279437
NMLS#: 1279437
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
250 S Park Avenue
Suite 500
Winter Park, FL 32789
US
Direct:
(407) 740-4980(407) 740-4980
Toll-Free:
(800) 829-5105(800) 829-5105
Fax:
(407) 740-4983(407) 740-4983
Wealth Management
Global Investment Office
Portfolio Insights
Ready to start a conversation? Contact C. Robert Ball 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
