My Story and Services

Robert Mancini is a Financial Advisor with Morgan Stanley. Since joining the Firm in 2003, Rob has worked with individuals and families, endowments, and foundations to help develop, implement, and maintain investment strategies aligned with their goals, risk tolerance, and long-term priorities. As of 2026 Rob has been named to the firm's prestigious Chairman's club.

Rob’s work emphasizes thoughtful investment manager research and evaluation, drawing on his experience across traditional and alternative investment categories, including traditional money managers, hedge fund-of-funds, managed futures, and private equity investments.

Before joining Morgan Stanley, Rob served as a Vice President with Sanford Bernstein. His disciplined approach is also informed by his service in the United States Marine Corps, where he developed a strong appreciation for preparation, accountability, and long-term commitment.

Rob graduated from Villanova University and earned a Master of Science in Business Administration from Boston University. He also completed the Wharton School’s Investment Management Analyst and Investment Strategist Programs and holds the Certified Investment Management Analyst™ designation (CIMA®).

Outside of work, Rob is active in his community and alma mater. He is a member of the Investment Management Consultants Association and the Beverly Hills Estate Planning Council. He serves on the boards of US Lacrosse, the Southern California Chapter of the MS Society, and Kids in Sports LA, which supports community-led after-school sports programs for youth in underserved areas of Los Angeles County. Rob is also a member of the Villanova Career Advisory Council, where he provides input on matters related to career development and the evolving job landscape. He participates in the Villanova Athletics Student-Athlete Mentor Program, working with student-athletes on short- and long-term professional goals, academic and work-life balance, and preparation for post-graduate careers. He and his wife, Christine, live in Manhattan Beach with their children, Michael, Reese, and Charleston.
Securities Agent: NC, AZ, WA, OH, IL, GA, SC, WY, VA, TX, HI, OR, MO, IA, MT, PA, NY, NV, NH, ID, IN, CO, UT, NM, MA, FL, DC, NJ, MI, MD, LA, KY, CT, CA, WI, TN, OK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1896814
CA Insurance License #: 0K79217
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Designations & Awards

At The Lindbrook Group at Morgan Stanley, we take a long-term view of wealth management—grounded in careful planning, thoughtful investment discipline, and the belief that great advice should evolve as life changes. The awards and professional designations featured here are a reflection of that approach and the high standards we hold across planning, portfolio construction, family wealth strategies, and client service.

Each credential reflects advanced education and a commitment to maintaining high standards across the full client experience—strategy, execution, and ongoing service.

For clients, that means working with professionals who collaborate, bring multiple perspectives to the table, and remain focused on making sound decisions—today and for the long term. Click through the images to explore each award and designation, and how they support the way we serve you.

In addition to serving a wide range of clients, we offer a dedicated Sports & Entertainment specialty, designed for individuals and families navigating the unique financial dynamics of the industry. From uneven income cycles and contract-driven earnings to brand-related opportunities and increased complexity, our focus is on helping clients bring structure and clarity to financial decision-making.
Award Disclosures
2023-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.

2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Award Disclosures

Firm & Client Resources

At the Lindbrook Group at Morgan Stanley, we strive to offer our clients the proper guidance, advice and resources to help assist with any of their financial needs.

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
    Firm Resources
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    The GIC Weekly
    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
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    On The Markets
    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
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    Morgan Stanley Online (MSO)
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register For Morgan Stanley Online Today
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    Online Security Center
    Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
    Visit Our Security Center
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    Total Wealth View
    It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
    Link and Add Your External Accounts
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    Reserved Living & Giving
    Morgan Stanley is proud to offer great discounts for its reserved group of clients. Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley’s most valued clients. The program is designed to enhance your lifestyle.
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    Total Tax 365
    Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.
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    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
    Get Started Today
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    Cash Plus
    Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.
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    Portfolio Risk Platform
    See your portfolio’s exposures in one place and explore how historical and hypothetical market events could impact performance. Morgan Stanley’s Portfolio Risk Platform—powered by BlackRock’s Aladdin risk technology—provides scenario analysis and risk insights to support more informed portfolio decisions.
    Client Resources
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    Estate & Legacy Planning Strategies
    It's important to plan for what will happen with your wealth when you're gone or need help. Wills, revocable and irrevocable trusts, Medicaid planning, powers of attorney, transfer-on-death—we help you understand the landscape, consider your options, and coordinate with your estate attorney to help ensure that your wishes are heard, understood, and met.
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    Insurance Analysis
    We review your financial risk profile, assess the factors that drive insurance needs, and identify potential areas of exposure to help you determine the right mix and amounts of insurance coverage for you. We also assess your existing coverages to identify areas that may warrant changes.
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    Retirement & Financial Goal Analysis
    Throughout your life, we help you articulate and plan for your financial goals, near and far—from retirement and legacy-planning to education and homeownership. We use advanced planning tools to analyze investment and savings strategies, translate the results into options and recommendations tailored to you, and regularly monitor and review progress with you to help keep you on-track.
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    Tax Optimization
    Tax-smart investing and withdrawal strategies can help you mitigate exposure to current taxes in your portfolio and keep more of what you've earned. From income and capital gains taxes to estate taxes and tax penalty pitfalls, we use active tax-reduction strategies and look for opportunities to help reduce your tax bill, saving more for what matters most to you.
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    Cash Management & Lending Solutions
    At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.
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    Family Office Resources
    As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.
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    Private Markets
    Morgan Stanley Wealth Management announced the launch of its Private Markets Transaction Desk, a concierge service that empowers eligible shareholders and investors to buy and sell eligible private company shares in the secondary market.
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    Alternative Investments
    Our leading alternatives platform offers 200+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income. From simplified vehicles available more broadly to institutional strategies, the platform supports a goals-based approach for asset allocation tailored to investor needs.
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    Philanthropic Strategies & Structures
    One of the great pleasures of building a successful business is the platform it provides to create the change you want to see in the world. There is a broad range of approaches that you may wish to consider and each option has unique characteristics, from various forms of donor control to varying degrees of flexibility, cost and complexity. While most of these strategies can be deployed at any point in the development of your business, there can be considerable efficiencies to be gained by implementing certain strategies in advance of an IPO, or the sale of your business.
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    Donor Advised Funds
    A DAF is a charitable giving vehicle administered by a sponsoring organization such as MS GIFT, a 501(c)(3) public charity. DAFs are structured as 501(c)(3) organizations created with the intent of managing charitable donations on behalf of individuals, families and organizations.
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Client Service Team

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    Amy Quinn - Assistant Vice President, Wealth Management Associate
    Amy has been providing financial service support to clients for over 25 years. As a fully registered Wealth Management Associate, Amy is the lead contact with clients for administrative problem resolution and complex life event navigation. While overseeing all operational aspects of The Lindbrook Group’s administrative processes, she also serves as a resource to other Associates throughout the firm and is frequently selected to participate in new service and technology pilot programs.

    Amy’s professional passion is working directly with clients to identify and solve their needs and concerns. She is a published poet, a Volunteer Director for the Woodland Hills Children’s Theater and a Congressional District Leader for The ONE Campaign to Make Poverty History. Amy lives in West Hills with her husband, Grahm, and son, Jack.
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    Lydia Hinzer - Senior Registered Associate
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    Xzavier Howard - Client Service Associate
    Xzavier joined Morgan Stanley in 2017 through the Wealth Management Operations Analyst Campus Recruiting Program. He spent the first 5 years of his career rotating through various roles in Wealth Management Ops including Private Banking Business Management, Mutual Funds Project Management and Operations Project Strategy. His responsibilities included managing financial reporting, forecasting and risk analysis for the Private Banking divisions, identifying and implementing strategic solutions across traditional & alternative investments and spearheading multi-year platform integration initiatives. Xzavier moved from New York to LA and joined the Lindbrook group in the middle of 2022. He is driven, focused and solution oriented with a passion for establishing and enhancing long lasting client relationships.

    Xzavier is an east coast native that is looking forward to expanding his west coast network after relocating to Los Angeles. He received his bachelor’s degree in criminology and political science from West Virginia University before pivoting into the finance industry. He is a self-educated skincare enthusiast and all-around creative that participates in skincare and beauty branding, education and partnerships outside of the office.
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    Michael Midgette-Coleman - Client Service Associate
    Michael has been in the Wealth Management industry for 6 years which his experience includes many aspects such as portfolio management and building client relationships. He also has been responsible for providing clientele with several options for retirement planning and mutual fund choice selection. Michael joined Morgan Stanley in 2022 as a Client Services Associate where he has taken on the responsibilities of handling the operational and administrative duties for The Lindbrook Group as well as assisting existing clients with their account needs. Michael is a self-driven individual who has the eagerness to learn and grow.

    Michael was born and raised in Los Angeles, and he is a graduate of The University of Nevada, Reno with a degree in Business Management and Finance. Outside of work, Michael enjoys watching sports and enjoying quality time with his family.

WORKPLACE FINANCIAL BENEFITS WITH MORGAN STANLEY AT WORK

Our mission is to help your company elevate your workplace financial benefits—helping you to attract and retain top talent. Our end-to-end solutions support your company and employees at any stage of growth through a powerful combination of modern technology, insightful guidance, and dedicated service.

    Equity Solutions

    Equity ownership is a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.

    • Equity Administration and Financial Reporting
    • Liquidity Events
    • 409A Valuation Services and Cap Table Management

    Learn more
    Retirement

    For your employees, retirement is more than a date in the future—it's a milestone that takes time, hard work, and the right tools. Through our consultative process, we strive to assist with the management of your fiduciary responsibilities and risk, simplify plan management, and help you improve retirement readiness for your employees.

    • Defined Contribution Consulting
    • Solutions-Oriented Plans
    • Fiduciary Investment Oversight

    Learn more
    Deferred Compensation

    Access a range of Nonqualified Deferred Compensation plan services or pick the ones that best fit your needs. We provide recordkeeping and plan design, portfolio construction services, and plan education for your executive talent. We help you determine the appropriate plan design and inform a funding strategy through a needs-based assessment and consultative approach.

    Services include:

    • Recordkeeping and Plan Design
    • Portfolio Construction
    • Wealth Management Services
    Learn more
    Executive Services

    Our dedicated team provides concierge-level support for your executives' equity compensation plans, from 10b5-1 trading plans to form filing related to Rule 144 transactions, to access to wealth management and tax-optimization strategies, so helping them navigate their complex financial needs with greater confidence and certainty:

    • Equity Compensation Services
    • Equity Award Analysis
    • Specialized Solutions
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    Saving and Giving

    Saving and Giving benefits can make a real difference in your employees' lives as they can support the things that matter most to them—like saving for education and repaying student loans. Show that you are committed to your employees' priorities with leading-edge solutions that help them chart a path toward financial well-being.

    • College Savings
    • Student Loan Repayment and Refinancing
    • Charitable Giving
    Learn more
    Financial Wellness

    We offer Financial Wellness with every solution we provide. Through a powerful combination of education, digital tools and guidance, Financial Wellness is designed to address the unique needs of your employees and empower their financial journey at every stage. Give your employees the confidence to take charge of their finances.

    • Financial Education
    • Digital Tools
    • Financial Guidance

    Learn more

Location

10960 Wilshire Blvd
Ste 2000
Los Angeles, CA 90024
US
Direct:
(310) 443-0539(310) 443-0539

Awards and Recognition

2
Wealth Management
Global Investment Office

Portfolio Insights

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Equity Compensation

Helping you make the most of your equity awards and better understand how it may fit into your larger financial picture – today and tomorrow.

  • Vesting events
  • Option expirations
  • Restricted stock units
  • Tax implications

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
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Iran Conflict: Seven Takeaways for Investors
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Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career?and your money?is essential to help best position you to thrive. Here?s how.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
The Business Case for a Financially Resilient Workforce
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact Robert E Mancini today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)