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.

Our team holds the following designation:

• International Client Advisor: The International Client Advisors designation allows us to work with clients and entities domiciled outside the United States. We are specifically experienced in addressing the needs of clients in Latin America and Europe.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Pre-Liquidity Planning
  • Sustainable & Responsible Investing
  • Hedging Strategies
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Consolidated Reporting
  • Corporate Services
Securities Agent: AL, CA, CT, DC, DE, FL, IL, MA, MD, NJ, NY, PA, TX, VA; Investment Advisor Representative; General Securities Representative
NMLS#: 1413962
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Drawing on 19 years of experience as a Private Wealth Advisor and 29 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, Europe 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 3 children, 2 of which are in college (Washington University & Miami University of Ohio) He enjoys outdoor activities, including spending time at their home in Lake Placid, NY. Rob also plays and coaches hockey and is a member of the Beacon Hill Club. Rob has held board seats for both CCFA and Youth Inc.

    Location

    1290 Ave Of Americas
    12th Fl
    New York, NY 10104
    US
    Direct:
    (212) 893-7577(212) 893-7577
    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
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    Market Information Delayed 20 Minutes
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

    Morgan 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

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.