Robert Long, MBA
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.
Recent awards include:
• Forbes Best-In-State Wealth Management Teams 2024
• Forbes Best-In-State Wealth Advisors 2023
I serve as part of The MayRiver Group at Morgan Stanley, a team of experienced advisors and professionals that use collaboration as a means to helping achieve client goals. Please visit our team website to learn more about our practice.
The MayRiver Group: https://advisor.morganstanley.com/the-mayriver-group
2023 Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
NMLS#: 1844963
Our Core Process
The MayRiver Group designs client portfolios around individual equity and fixed income securities, allowing us greater adaptability to clients' specific objectives. A portfolio typically consists of the following:
- Equity: 20-30 individual securities, based on global presence, industry leadership, and fundamental metrics
- Fixed Income: Specific investment-grade corporate, municipal, and government bonds
- Alternative Investments: Private Equity/Credit offerings and Structured Investments for qualified clients
We believe that such a concentration allows for a more intricate approach to investing, tax and expense management, while still providing the appropriate diversification for a client's risk tolerance. We may employ the use of mutual funds or ETFs where we deem necessary, depending upon the nature of a client's portfolio and objectives.
No two relationships are the same. Our initial meeting is a discovery process to define clients' objectives and long-term goals to create a personalized portfolio and financial plan.
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
The Equity Award Analysis (EAA) tool evaluates employee stock and option holdings to determine potential strategies in the interest of liquidity, investment, and financial objectives.
Intelligent Withdrawals (IW) allows our team the ability to analyze a client's portfolio to generate a tax-efficient withdrawal recommendation right down to a particular security and tax lot level.
Our leading alternatives platform offers 160+ 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—while maintaining a goals-based approach for asset allocation.
LifeView® and Goals Planning System
Alongside existing investments, we develop a customized financial plan to determine appropriate investment strategies. We develop a client's financial plan through one or both of our planning tools, LifeView® and Morgan Stanley's proprietary platform, the Goals Planning System (GPS). These tools enable us to create a realistic planning strategy for clients that combine various aspects of an individual's financial life.
Tools within Financial Planning
- Asset Allocation
- What-If Scenarios
- Tax-Deferred vs Taxable
- IRA Conversions, Contributions, Distributions
- Cost of College
- Net Unrealized Appreciation (NUA)
- Estate Planning Scenarios
- Insurance and Long-Term Care Costs
Addressing Complex Wealth Needs
The MayRiver Group utilizes Morgan Stanley's Family Office Resources (FOR) to address the intricate challenges that high net worth families and individuals face in their lifetime and for future generations. In partnering with Family Office Resources, our team is able to develop customized solutions in areas of governance and legacy, wealth strategies, and lifestyle services. Below are some areas in which FOR can provide expertise.
Other Services
- Estate Planning Strategies
- Trust Services
- Private Banking Group
- Insurance Solutions
- Signature Access Lifestyle Advisory
- Philanthropy Management
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
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Series 7, 63, 65 Licenses
NMLS ID #1844963
Life and Annuity Insurance Licenses
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MBA from the University of South Carolina
BS in Economics and Finance from the University of North Carolina at Wilmington
Forbes Best-In-State Wealth Advisors: 2023, 2024
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Effective 2022, Robert W. Long has received the Senior Portfolio Management Director designation from Morgan Stanley. Robert and Smittie now lead The MayRiver Group as Senior Portfolio Management Directors.
Client Service Team
Location
The Power of Partnerships
About Jared M. Bush
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Jared began his career in financial services in 2004, and joined Morgan Stanley in 2016. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch. He also served as a Premier Client Manager at Bank of America and as a Licensed Financial Specialist at Wells Fargo.
Jared is a graduate of Slippery Rock University, where he received a Bachelor of Science in Sports Management. He lives in Charlotte, North Carolina with his family. Outside of the office, Jared enjoys playing golf, listening to music, and spending time with family and friends.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
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
Portfolio Insights
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.
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Awards Disclosures | Morgan Stanley
