Robert Hanes, CFP®
My Mission Statement
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
About Robert Hanes
Robert Hanes is an Executive Director, Wealth Management and Financial Advisor with The Hanes Haber Group at Morgan Stanley. For decades, he has provided clients with the comprehensive guidance and resources they need to overcome the unique obstacles of high-net-worth wealth and achieve their long-term –– and often multigenerational –– goals.
Rob holds his B.S. from Iona University and his M.B.A. from Hofstra University. He began his career in 1990 as a Management Associate in Citibank's Executive Training Program. In 1993, he transitioned to Citi's high-net-worth client group, where he was the first in his class to be promoted to the role of Financial Advisor. During this time, he also worked to become a Certified Financial Planner®, an elite industry designation that speaks to Rob's comprehensive skillset and scrupulous ethical standards.
As Co-founder of The Hanes Haber Group, Rob spearheads the team's financial planning committee, overseeing the design and implementation of customized financial plans for all clients. With deep professional experience and a rigorous educational background, he offers a comprehensive skillset and extensive knowledge capital to help clients across a wide-array of needs. Over the years, he's helped clients safely navigate challenges–– from market volatility and regulatory changes to unexpected health concerns and complex family dynamics –– utilizing a long-term, plan-driven approach. He regularly works with his client's attorneys, accountants, and family office directors, and he is committed to helping simplify his clients' financial lives as they pursue their own career goals and personal passions.
Outside the office, Rob resides on Long Island with his wife and their two daughters. He enjoys spending time with his family, playing sports, and traveling.
NMLS#: 1814563
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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Awards Disclosures
