Debbie Pedersen
Portfolio Associate
Phone:
(913) 402-5241(913) 402-5241
Robert C Thompson, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(913) 402-5202(913) 402-5202
Toll-Free:
(800) 821-5457(800) 821-5457
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story
Robert's mission is to provide a high level of personalized service that is customized toward client goals. He is focused on utilizing his 20+ years of experience to get a holistic view of your financial picture and allocate your investments based on that view. You will find his approach to be down to earth yet detail oriented. Clients find Robert spends extra time on the relationship... the better he knows you, the better he can address your needs. The first step is a conversation, not about investments but about you.
Following graduation from Emory University Atlanta, GA, Robert Thompson began his career in the financial services industry in 1995 as an insurance agent and later sales manager for ING, Life of Georgia in Augusta, GA. Knowing he eventually wanted to be a Financial Advisor, he became an equity trader in Denver, CO with Assent, LLC to learn more about the capital markets and portfolio management. Robert got the opportunity to come home to Kansas and become a Financial Advisor with Smith Barney (later Morgan Stanley) in 2004 and has stayed with the same firm ever since.
Robert holds the Certified Financial Planner ™ designation, awarded by the CFP® Board of Standards, Inc. He has served as coach and mentor to several new advisors throughout his tenure at Morgan Stanley. Robert currently serves as a board member for the Westwood Foundation and is a member of Rotary Club 13.
Robert's passions include playing soccer with his boys, camping, skiing and being near any large body of water. He lives in Westwood, KS with his wife Kristina, sons Peter and Charlie and three dogs, Earl, Raymond and Edwina.
Experience
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Morgan Stanley* Senior Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER™│Kansas City, MO│2004- Present
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Assent LLC Equity Trader│Denver, CO│2001-2004
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ING, Life of Georgia Sales Manager│US Southeast Region│1995-2001
Securities Agent: MN, TN, KY, OH, NV, NE, CA, UT, NC, IL, SC, IA, AZ, GA, AR, AL, PA, OR, MI, MD, IN, TX, MA, LA, CO, NJ, OK, NM, MO, KS, FL, WA, VA, NY; General Securities Representative; Investment Advisor Representative; Managed Futures
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Management Tools
Morgan Stanley's suite of Modern Wealth Management Tools allows advisors to offer more customized and comprehensive advice than anywhere else. These tools' ease of use allows for a more in-depth view of a client's financial life to be taken, resulting in better service and more well-rounded advice.
Morgan Stanley Online
Morgan Stanley Online (MSO) allows you to manage and track your finances online, all in one place. Authorize transactions on your laptop or mobile device, quickly transfer funds, pay bills, create a budget, and more.
Morgan Stanley Online
eDelivery
eDelivery allows you to view statements and other documents electronically. Clients who are registered in Morgan Stanley Online may enroll in eDelivery online or on the app.
Enroll in eDelivery
Total Wealth View
This exclusive tool allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile. This allows you to get a broader picture and deeper understanding of your finances, with tools for net-worth tracking, budgeting, and more.
How to Get Set Up
Digital Vault
Keeping important documents and records organized and available can be instrumental for you and your loved ones. If the unexpected strikes, your Family Records Organizer can immediately provide vital, timely information to your family and advisors. The Digital Vault on MSO allows you uses industry-grade encryption to keep your documents secure.
Digital VaultFrom Morgan Stanley
Our comprehensive suite of resources and webinar's from thought leaders on Wall St. and beyond are designed to enhance every aspect of your financial life and understanding of markets. Below, we've included some of our most popular insights - we will be updating this page throughout the year.
GIC Monthly Perspectives
In "March's" Perspective, Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here.
View the Webcast
Getting Back on Track
If your financial goals feel out of reach based on what you’ve saved, it doesn't mean there aren't levers you can pull to right the ship. Here are some strategies to consider.
Read the Article
Consequences of Concentration
Starting points matter for potential investment returns, and so does the concentration dynamic which is currently significantly skewed to a handful of companies. In this special report, Lisa Shalett discusses the implications for portfolio construction in the current environment.
Listen Here
When You Should Take Social Security
There are key factors to take into account when approaching social security - including personal circumstances and tax considerations. This article outlines how to maximize your social security benefits depending on your situation.
Read MoreProtecting Your Online Security
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and respond appropriately when they do.
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes
How to Protect Yourself
-Safeguard Your Information
-Enhance your Security
-Report an Online Security Concern
The firm is actively supporting multiple layers of security. Security includes the following; Strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes
How to Protect Yourself
-Safeguard Your Information
-Enhance your Security
-Report an Online Security Concern
Key Resources
It's smart to prepare for tax season year-round, and I've compiled some resources to keep you informed. Below you'll find Morgan Stanley's Tax Tables for 2023 along with a few tips to help prepare. Feel free to print out the tax tables for easy access.
2024 Tax Tables
Tax planning is a vital piece of the wealth management puzzle all year round. Our 2024 tax tables can help you sort out key dates, tax margins, and contribution limits to help get you get ahead of your taxes next year. Bookmark this page for easy access.
View 2024 Tax Tables
Tax-Efficient Strategies
Finding methods and strategies to reduce the impact of taxable income can help enhance your overall returns. Morgan Stanley's suite of tax management tools can help you get there. From tax-loss harvesting to implementing tax-aware asset location, this article serves as a primer for some of the strategies we can incorporate.
Learn More
Tips to Prepare for Tax Day
Tax Day always seems to be closer than than you think. Here are a few helpful tips to get started - and refer to the tax tables on this page for all the necessary information.
Tax Tips to Get StartedLocation
11161 Overbrook Rd.
Ste 225
Leawood, KS 66211
US
Direct:
(913) 402-5202(913) 402-5202
Toll-Free:
(800) 821-5457(800) 821-5457
Fax:
(816) 932-7836(816) 932-7836
Meet My Team
Wealth Management
From My Desk
Spending and Budgeting
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
Article Image
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
Article Image
Ready to start a conversation? Contact Robert C Thompson today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
3When 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Municipal bonds may not be appropriate for all investors. Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
3When 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.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)
