Amy Eubanks
Senior Registered Client Service Associate
Phone:
(731) 891-9078(731) 891-9078
Robert E Hearn
First Vice President, Wealth Management,
Financial Advisor,
Branch Manager
Direct:
(731) 891-9093(731) 891-9093
Toll-Free:
(800) 965-0293(800) 965-0293
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Bobby Hearn is an esteemed financial professional with an outstanding thirty-year track record in the financial services industry. As a lifelong resident of Jackson Tennessee and a alumni of the University of Tennessee at Knoxville, Bobby has established himself as a leading financial advisor in the Jackson market. For the past fifteen years, Bobby has served as a First Vice President and Financial Advisor at Morgan Stanley, where he has provided dedicated financial guidance to established families.
Bobby's experience in portfolio management has helped enable his clients to create a family legacy that can be passed on to future generations. He works closely with his clients' estate planners and tax advisors to develop customized investment strategies that align with their unique goals and objectives. Additionally, Bobby can help develop and administer tailored financial plans for his clients in an effort to help ensure that their long-term financial objectives are met.
In recognition of his exemplary leadership and financial acumen, Bobby was recently appointed Branch Manager of the local Morgan Stanley branch located at 1382 Union University Drive in Jackson Tennessee. As a skilled manager and accomplished financial professional, Bobby is committed to providing exceptional service to his clients and helping ensure that their financial needs are met with the highest level of professionalism and integrity possible.
NMLS ID 2647560
Bobby's experience in portfolio management has helped enable his clients to create a family legacy that can be passed on to future generations. He works closely with his clients' estate planners and tax advisors to develop customized investment strategies that align with their unique goals and objectives. Additionally, Bobby can help develop and administer tailored financial plans for his clients in an effort to help ensure that their long-term financial objectives are met.
In recognition of his exemplary leadership and financial acumen, Bobby was recently appointed Branch Manager of the local Morgan Stanley branch located at 1382 Union University Drive in Jackson Tennessee. As a skilled manager and accomplished financial professional, Bobby is committed to providing exceptional service to his clients and helping ensure that their financial needs are met with the highest level of professionalism and integrity possible.
NMLS ID 2647560
Securities Agent: MO, VA, OH, WA, TX, TN, SC, NY, NC, MS, KY, KS, IN, GA, FL, CO, AZ, AR, AL, AK, WY, WV, WI, VT, VI, UT, SD, RI, PR, PA, OR, OK, NV, NM, NJ, NH, NE, ND, MT, MN, MI, ME, MD, MA, LA, IL, ID, IA, HI, DE, DC, CT, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 2647560
NMLS#: 2647560
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Who I Work With
I am equipped to work with everyone from successful professionals to business owners to generations of families. I take great pride in the fact that my clients come to me not only for investment assistance, but guidance on virtually all financial matters.
Families
Helping families navigate complex financial decisions and develop a plan to achieve their financial goals is something I pride myself in. Each family is unique and requires a plan dedicated to their specific needs.
Working Professionals
I provide valuable guidance to working professionals in developing a comprehensive financial plan to help achieve your short - and long-term goals. I can offer advice on topics such as budgeting, debt management, retirement planning, investment strategies, and tax-efficient planning strategies.
Business Owners
I can help business owners navigate complex financial regulations and provide advice on financial issues that may arise during the life cycle of the business. By working with me, business owners can make informed decisions and potentially better position their business for long-term success.
Charities and Foundations
At the Morgan Stanley we support individuals, families, corporate and private foundations, and non-profit organizations by offering a suite of services to help define and realize clients' charitable missions.
A Focused Approach To Investments
As individuals progress through various life stages, their financial goals and investment strategies often become increasingly intricate and multifaceted. The management of these assets can rapidly transform into a full-time endeavor, demanding expertise and resources that surpass one's capabilities.
Given the complexities involved, assessing various investment options and making informed decisions may require a more specialized level of attention and knowledge. In such circumstances, partnering with a skilled and experienced financial advisor who can comprehend and address your specific requirements is a sensible course of action.
By collaborating with a trusted professional, you can gain access to the necessary tools and expertise required to maximize your investments and achieve your financial goals. This approach allows you to focus on your core competencies while your financial advisor handles the intricacies of your wealth management.
When you partner with me to be your Portfolio Manager you can expect a process that:
Given the complexities involved, assessing various investment options and making informed decisions may require a more specialized level of attention and knowledge. In such circumstances, partnering with a skilled and experienced financial advisor who can comprehend and address your specific requirements is a sensible course of action.
By collaborating with a trusted professional, you can gain access to the necessary tools and expertise required to maximize your investments and achieve your financial goals. This approach allows you to focus on your core competencies while your financial advisor handles the intricacies of your wealth management.
When you partner with me to be your Portfolio Manager you can expect a process that:
Establishes Your Financial Objectives
Assist you in devising a practical and informed financial plan that takes into account your financial objectives, time horizon, liquidly needs, and risk tolerance.
Defines Your Investment Strategy
Formulate an investment strategy aimed at achieving optimal portfolio performance by maximizing return potential while keeping risk within an appropriate level.
Evaluates and Selects Investments
Utilizing the extensive worldwide resources offered by Morgan Stanley to carefully select investments that align with your individual strategy.
Reviews Your Process Constantly
Monitor the performance of your investment portfolio in comparison to you stated objectives, and exercise discretion to adjust the portfolio in response to evolving needs and circumstances.
Want To Learn More?
Gain a deeper understanding of the benefits of partnering with Morgan Stanley for your portfolio management needs by reading our comprehensive brochure.
Read The Brochure
Aladdin - Portfolio Risk Platform
A partnership with Morgan Stanley grants you access to the Portfolio Risk Platform, providing all-inclusive risk assessment and reporting capabilities across various asset classes and security types for effective monitoring and management of risk.
Watch To Learn MoreYour Investor Toolbox
At Morgan Stanley, we believe that a solid foundation in financial education is essential in gaining valuable insights into investment strategies and developing disciplined decision-making abilities. This in turn, leads to better long-term outcomes. With this in mind, we are dedicated to providing our clients with vital information on managing wealth effectively in today’s dynamic global markets.
To support this commitment, we have curated an array of resources that emphasize the fundamental investment strategies and concepts integral to our practice. We have made these resources easily accessible by providing links, and we encourage you to return frequently to deepen your understanding of the topics that impact your overall financial health.
To support this commitment, we have curated an array of resources that emphasize the fundamental investment strategies and concepts integral to our practice. We have made these resources easily accessible by providing links, and we encourage you to return frequently to deepen your understanding of the topics that impact your overall financial health.
On The Markets Research Report
Morgan Stanley’s esteemed thought leaders offer a comprehensive market commentary that provides in-depth insights on a variety of topics, including global equities, fixed income, monetary policy, and more.
Read The Latest Report
GIC Weekly Research Report
In this weekly analysis of markets, asset class performance, and fixed income, Lisa Shalett, Head of the Global Investment Office, provides her expert insights and a comprehensive perspective.
Read The Latest Report
Thoughts On The Market Podcast
Gain valuable insights into the market's dynamics from the perspective of Mike Wilson, the highly respected Chief Investment Officer and Chief Equity Strategist for Morgan Stanley, and his team. Listen to the Team's dialogue encompassing diverse viewpoints on the latest trends in the financial marketplace, exploring the various forces that are shaping the industry.
Check Out The Latest Episode
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast delivers insightful narratives that illuminate the intricate workings of the business, finance, and technology landscapes. The Podcast provides listeners with a deeper understanding of diverse industries, making it an engaging and informative experience.
Check Out The Latest Episode
The Morgan Stanley Minute
Explore our 1-minute investment insights videos in this on-going series from our firm’s leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Click Here to View
Tax Smart Investing
Tax management that is integrated into your investment process may help you grow your wealth. When it comes to tax-aware investing, you should think ahead—not just at tax time, but throughout the investment process. Tax-smart strategies may help lead to better overall outcomes.
Learn MoreMORGAN STANLEY'S SUITE OF DIGITAL TOOLS
Digital technology is centered on how people communicate, consume, transact and travel. Our suite of digital tool offerings are designed to optimize every aspect of your financial life. Below, outlines a few of the technologies we have to offer our clients.
Morgan Stanley Online and MS Mobile
In addition to providing access to your account balance and activity, Morgan Stanley Online (MSO) offers a vast set of features designed to facilitate your daily financial management needs. With MSO, you can effortlessly handle various everyday tasks such as bill payments, sending money, fund transfers, and expedite transactions with a single click using eAuthorizations. These features are designed to streamline and simplify your financial management processes, ultimately saving you time and effort.
Morgan Stanley OnlineTotal Wealth View
With Total Wealth View, you can see your complete financial picture by aggregating your accounts from multiple sources in one place, allowing for a holistic view of your wealth. By leveraging this feature we can offer personalized and comprehensive advice, tailored to your specific financial situation, while also ensuring the security and privacy of your financial data.
Total Wealth VieweAuthorizations
eAuthorizations allows you to approve transactions electronically and securely with just a single click on Morgan Stanley Online and Mobile App.
eAuthorizations Client GuideDigital Vault
With the Digital Vault, on Morgan Stanley Online and the Mobile App, you can easily and securely access, upload, or share life's most important documents. Whether it's wills, deeds, financial statements, or tax fillings, the Digital Vault enables you to manage all of your records in one location, while maintaining the highest levels of data security and privacy.
Digital Vault Client GuideeSign
Our clients benefit from a streamlined document management process, enabling them to swiftly receive, review, and execute necessary documents without any of the delays associated with the physical mailing process. Using the eSign feature is an effortless process that only requires a valid email address and phone number to begin.
eDelivery
eDelivery offers our clients the convenience and flexibility of accessing their statements and other important documents in an electronic format, eliminating the need for paper copies. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. The platform currently supports a wide range of documents including statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
eDelivery Client GuideLocation
1382 Union University Dr
Jackson, TN 38305
US
Direct:
(731) 891-9093(731) 891-9093
Toll-Free:
(800) 965-0293(800) 965-0293
Fax:
(731) 438-4059(731) 438-4059
Meet My Team
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
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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
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Ready to start a conversation? Contact Robert E Hearn today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan 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 and other legal matters.
4Morgan 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
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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3Morgan 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 and other legal matters.
4Morgan 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
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)
