Robin L May
My Mission Statement
My Story and Services
NMLS#: 1261750
My Process
I can help guide you with a particular financial goal or create a comprehensive strategy that takes all of your financial requirements and goals into consideration. My strategy looks at your wealth from all aspects. This leads to solutions that not only have the ability to help you achieve your financial goals but also to transcend and safeguard them against unforeseen life events.
Let's begin with a thorough discussion to explain and ascertain your needs, wants, and values. It is important to us that we have a thorough understanding of various facets of your life that affects your financial goals and decisions. Every financial strategy should be unique because every individual is unique.
We utilize a variety of world-renowned financial planning and risk analysis resources to perform a thorough review of your financial status. Then, in line with your objectives, we develop a complete financial strategy to help you build, safeguard, and transfer money.
Upon your granted approval, Morgan Stanley will complete the transferring of your assets. Once the extra strategies we outlined in your plan are in line with your investing strategy, we begin putting them into practice.
The upkeep and development of our relationship are of utmost importance. To provide you with account updates, we strive to communicate with you regularly. We also monitor your progress toward each of your goals and adjust your financial plan as needed if circumstances in your life change.
Modern Wealth Management Tools For Our Valued Clients
We offer a comprehensive suite of tools to manage your wealth more effectively in today's busy world. We are happy to assist you in signing up for any of these services.
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.
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, a convenient way to send and receive money.
With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.
To use eSign, all you need is a valid email address and phone number. The personal identification number (PIN) can be delivered via phone call or via text message. Here are the steps to complete the signing process.
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.
Knowledge & Resource Hub
I believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decisions. As a result, I am committed to providing you with important information about managing your wealth more effectively in today's global markets.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
This report from Wealth Management Chief Investment Officer Lisa Shalett highlights the GIC's latest thinking on the markets.
Click on the link below to explore Morgan Stanley's CD Promotion, it's newest rates, and why this may be a suitable option for you.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax\-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after\-tax return potential and help keep more of what you earn.
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Make the most of your cash at a competitive rate here at Morgan Stanley.
2024 Federal Tax Tables to assist clients in their investment decisions.
Click below to view the 2024 outlooks recently released by Morgan Stanley Research. We hope you find these reports insightful and encourage you to reach out with any questions.
Reserved Living \& Giving is a complimentary perks program for eligible Morgan Stanley clients1 designed to provide benefits beyond traditional wealth management services. The program provides access to one\-of\-a\-kind experiences, discounts from popular brands, curated articles from our partners and Morgan Stanley thought leaders, and philanthropic inspiration.
Location
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.
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:
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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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame 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.
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