Robert D Whitfield, CFP®

Our goal is to simplify your financial life, offering some of the most efficient solutions with sound advice. We are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability.

Whether you need guidance with growth, asset preservation, or legacy planning strategies, our team will be your resource and respond to every request or question immediately.

Our team is dedicated to building deep and caring relationships with our clients. We do this by working with a select group of clients who value our advice and knowledge by providing solutions that go well beyond investments

Our team will keep you focused on your finances by proactively scheduling regular calls and meetings. We believe it is our responsibility to always be in sync with the changes in your life, so we can plan for your goals today and as they evolve over time.

The decisions you make about your workplace retirement plan can benefit you for years to come. I'll help you understand and put your resources to work, so you can plan, invest, and ultimately transition to retirement with confidence.

Discussing money and the transfer of assets is never an easy conversation to have, especially with family. But this type of planning is essential if you hope to ease what can be an arduous process for the people you love. Below are resources to help you prepare.

Tax-Smart Strategies Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. I can help you leverage strategies designed to reduce your taxable income, generate tax-advantaged growth potential in your accounts and keep more of what you've worked so hard to save.

With education costs rising, paying for college has become a major life expense that requires smart planning. I can help you plan for these expenses without derailing your long-term objectives.

For many clients, giving to family or charitable causes is an important goal. I can help you determine the right strategy for realizing such goals while maximizing the value of gifts. It's important to also obtain advice from your legal or tax advisor when deciding which gifting strategy is right for you. If you don't have access to this advice, then I can also help source these professionals when deciding on which strategy is right for you.

Ownership of a business can represent years, sometimes decades of arduous work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful succession strategy. Whether you are contemplating an IPO, merger with another company, private sale, or succession within the family I am here to help you develop and execute a successful exit strategy.

From the sale of your restricted stock to evaluating complex compensation agreements, we can help you navigate through the complex benefit structures relateed to your role as an executive in your company.

You have meaningful goals. I can help you reach them. For over 85 years Morgan Stanley has collaborated with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth.

When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it is important to understand the details and how it fits into your financial plan.

MSO allows you to conveniently and securely manage your investments and everyday finances in one place -- online or on your mobile device

Total Wealth View gives you ability to view all of your assets and liabilities together, whether held at Morgan Stanley or elsewhere. This can further enable us to advise and manage, taking your entire financial picture into account.

Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.

Our risk management platform provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. It provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.

eAuthorization allows clients to electronically authorize domestic and international, one-time/recurring transactions through Morgan Stanley Online and the Morgan Stanley Mobile App.

The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle.