Robert van Esso
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director
Direct:
(305) 937-6860(305) 937-6860
Toll-Free:
(800) 327-2048(800) 327-2048
My Mission Statement
I strive to provide my clients guidance as to how best grow their wealth to retire comfortably and pass on their wealth to future generations in the most tax efficient manner. Teach future generations about investing and giving back.
My Story and Services
Morgan Stanley serves many of the world’s most sophisticated investors, and our firm is one of the nation’s leading firms to help clients with their personal wealth. As your Financial Advisor, I have experience with the unique challenges, styles and strategies that distinguish wealthy investors. I will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: LA, MI, DE, VA, OH, KY, AL, TX, NJ, SC, OK, HI, NC, PA, OR, NY, ME, FL, CO, NV, MA, GA, CT, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1288115
NMLS#: 1288115
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Biography
A life of experience and hard work shape my expertise.
Years Registered: 33 Years At Morgan Stanley*: 23
Education:
University of Florida, Bachelor of Science in Business Administration
Florida International University, Master of Business Administration
Distinctions:
Portfolio Management Director
Years Registered: 33 Years At Morgan Stanley*: 23
Education:
University of Florida, Bachelor of Science in Business Administration
Florida International University, Master of Business Administration
Distinctions:
Portfolio Management Director
Working Together
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:
• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
• Personal
Highly individualized and committed to helping you achieve financial success
• Flexible
Responsive to changes in your life and in your priorities over time
• Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
• Develop a thorough understanding of your financial goals and objectives
• Review and analyze your current financial situation
• Identify and tailor solutions that can help you meet your individual needs
• Implement your customized strategy, including personalized services and benefits
• Review your strategy, meeting periodically to discuss your goals and needs
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:
• Personal
Highly individualized and committed to helping you achieve financial success
• Flexible
Responsive to changes in your life and in your priorities over time
• Comprehensive
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Financial Solutions
Through Morgan Stanley, my clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like Exchange Traded Fund companies , Insurance companies and Mutual fund families. As your Financial Advisor, I will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact me to learn more about my areas of focus.
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
Estate Planning
Life Insurance
Retirement Planning
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
401(k) Plans
Business Cash Management and Lending
Profit Sharing and Money Purchase Plans
SEP, SIMPLE and SAR-SEP Plans
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
529 Plans
Annuities
Equities
Fixed Income
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
Separately Managed Account Programs
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
IRA Rollovers
Planning
Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, I can assist you with reviewing your situation and help determine appropriate strategies. My planning services include:
Estate Planning
Life Insurance
Retirement Planning
Corporate and Business Solutions
For sole proprietors, business owners and corporations--including their employees and key executives--we can provide access to a variety of retirement plans, corporate equity solutions, and business banking services to meet the needs of your organization.
401(k) Plans
Business Cash Management and Lending
Profit Sharing and Money Purchase Plans
SEP, SIMPLE and SAR-SEP Plans
Investments, Cash Management and Lending
I offer an array of solutions for both your near-term priorities and long-term objectives.
529 Plans
Annuities
Equities
Fixed Income
Managed Accounts and Advisory Solutions
With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
Separately Managed Account Programs
Personal Retirement Planning
I can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
IRA Rollovers
Location
20807 Biscayne Blvd
Suite 100
Aventura, FL 33180
US
Direct:
(305) 937-6860(305) 937-6860
Toll-Free:
(800) 327-2048(800) 327-2048
Fax:
(305) 935-3272(305) 935-3272
Wealth Management
Global Investment Office
Portfolio Insights
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
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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
Ready to start a conversation? Contact Robert van Esso today.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
