Robert Myers
Executive Director
Direct:
(212) 893-7577(212) 893-7577
My Mission Statement
We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and the values that guide your life.
Welcome
Our goal is to be your valued advisor.
With an established relationship, we can provide accurate, comprehensive, and sustainable guidance to you, your family, your business interests, and your external advisors.
We serve a global clientele of high net worth families, family offices, and foundations. Our clients face investment management challenges that are institutional in scale, with multigenerational wealth planning issues that are unique to the exceptionally affluent. By combining our experience with the vast global resources and intellectual capital of Morgan Stanley, we are able to tailor highly customized solutions to help you address your specific needs.
With an established relationship, we can provide accurate, comprehensive, and sustainable guidance to you, your family, your business interests, and your external advisors.
We serve a global clientele of high net worth families, family offices, and foundations. Our clients face investment management challenges that are institutional in scale, with multigenerational wealth planning issues that are unique to the exceptionally affluent. By combining our experience with the vast global resources and intellectual capital of Morgan Stanley, we are able to tailor highly customized solutions to help you address your specific needs.
Services Include
- Comprehensive Wealth Planning
- Investment Management
- Open-Architecture Platform
- Manager Selection
- Proprietary Investment Opportunities
- Pre-Liquidity Planning
- Sustainable & Responsible InvestingFootnote1
- Hedging Strategies
- Philanthropy Management
- Family Governance & Wealth Education
- Consolidated Reporting
- Corporate Services
Securities Agent: NJ, DC, CA, AK, TX, SC, MD, DE, MA, IL, OR, CT, AL, GA, VA, FL, NY, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1413962
NMLS#: 1413962
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Drawing on over 26 years of experience as a Financial Advisor and over 35 years as a professional, Rob Myers focuses on providing institutional level coverage for high net worth individuals and family offices. Since Rob began his finance career in 1999, he has consulted and worked with several family offices and individuals with asset levels from 10 mm to over 1 BB. Rob concentrates on delivering unique investment ideas or asset allocation & manager selection and where need be, trust & estate planning. He actively engages other areas of the firm for specific expertise when necessary. Rob is designated as an International Client Advisor and currently serves clients across the US and Latin America.
Rob joined Morgan Stanley in 2015, after spending 17 years at Barclays Wealth Management and Lehman Brothers. He served on the Investment Advisory council at both Lehman Brothers and Barclays, and was a top producer at both firms. Prior to his career in finance, he spent 10 years with Chancellor Media, leaving that industry as the Director of National Sales. Rob received a B.A. in economics from Denison University in 1988.
Rob lives in Summit, NJ with his wife and 2 Dogs...He enjoys outdoor activities, including spending time at their home in Lake Placid, NY. Rob also plays and coaches hockey, is a member of The Beacon Hill Club and coaches at the Union Thunder.
Rob joined Morgan Stanley in 2015, after spending 17 years at Barclays Wealth Management and Lehman Brothers. He served on the Investment Advisory council at both Lehman Brothers and Barclays, and was a top producer at both firms. Prior to his career in finance, he spent 10 years with Chancellor Media, leaving that industry as the Director of National Sales. Rob received a B.A. in economics from Denison University in 1988.
Rob lives in Summit, NJ with his wife and 2 Dogs...He enjoys outdoor activities, including spending time at their home in Lake Placid, NY. Rob also plays and coaches hockey, is a member of The Beacon Hill Club and coaches at the Union Thunder.
Location
55 East 52nd Street 10th
Fl
New York, NY 10055
US
Direct:
(212) 893-7577(212) 893-7577
Wealth Management
Global Investment Office
Portfolio Insights
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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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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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
Rational Investing in an Age of Uncertainty
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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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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
Ready to start a conversation? Contact Robert Myers today.
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
