Bio

Robin McGeorge has been a Financial Advisor with Morgan Stanley and its predecessor firm Dean Witter for 34 years.  As a Senior Vice President and Senior Portfolio Manager, Robin works to provide clients with a comprehensive array of investment management services.  These services include financial, estate, and retirement planning strategies, along with portfolio management and asset allocation solutions for individual investors, corporations and endowments. 

Since 1987, Robin has been recognized each year for outstanding performance within Morgan Stanley through memberships in the Director’s Club, Master’s Club and President’s Club.  Recently, Robin was awarded the title of Senior Portfolio Manager which is obtained through superior performance in the Portfolio Management platform. 

Robin grew up in Short Hills, NJ and moved to Southern Arizona in 1973 where he attended Sabino High School.  He graduated from the University of Arizona with a degree in Mechanical Engineering.  He has been married to his wife, Linda, for 31 years and they have four children.  Tommy is a Financial Advisor with Morgan Stanley in the Scottsdale, Arizona office.  Kate is currently a nurse in Austin, Texas.  Maggie is a Senior Technical Recruiter with Ayasdi in Menlo Park, California.  Maeve currently attends Santa Clara University.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Professional Portfolio Management3
  • Lending Products
  • Cash Management4
  • Foreign Exchange5
  • 401(k) Rollovers
  • 529 Plans6
  • Annuities7
  • Municipal Bonds8
  • Sustainable Investing9
  • Syndicate10
Securities Agent: TX, ID, CA, AZ, WY, WI, WA, VT, VA, UT, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KY, IN, IL, GA, FL, DE, CT, CO, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1282849
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Client Service Team

  • Shannon Soto - Portfolio Associate
    Shannon Soto has been with Morgan Stanley since 2007. She has worked with Robin McGeorge for the majority of her career except for two years when she assisted all of the Tucson offices as the Complex Service Manager. Shannon grew up in Mammoth Lakes CA and moved to Tucson in 2002 when she attended the University of Arizona. Shannon graduated from the University of Arizona with a BA in Economics and from the University of Phoenix with a MBA.
  • Thomas McGeorge
    Tommy has been working for Morgan Stanley in a variety of roles for 6 years.  He started as a Registered Associate in one of Morgan Stanley’s downtown Chicago, IL offices where he was part of multiple teams that managed over 100 corporate stock plans.  Tommy’s main focus within these teams was to handle all Section 16 insiders for their corporate clients.  His responsibilities included, but were not limited to, 10b5-1 plans, Form 144 sales, Form 4 transactions, and developing disciplined wealth management strategies for corporate executives.  In 2014, Tommy became a Wealth Advisory Associate in Morgan Stanley’s Scottsdale, AZ office.  As a Wealth Advisory Associate, Tommy worked with Morgan Stanley Financial Advisors in the state of Arizona to build comprehensive financial plans for Morgan Stanley clients.  In addition, during his time as a Wealth Advisory Associate, Tommy completed the necessary coursework and passed the required tests to earn the CFP® (CERTIFIED FINANCIAL PLANNER™) and CRPC® (Chartered Retirement Planning Counselor SM) designations.  Tommy is now a Financial Advisor in Morgan Stanley’s Scottsdale, AZ office. 

     

    Tommy grew up in Tucson, AZ and attended Salpointe Catholic High School.  He played Division I college tennis for four years at The University of Iowa while earning Academic All-Big Ten Honors.  Tommy graduated from The University of Iowa with a degree in Finance and a minor in Sports Management.  In his free time, Tommy enjoys playing and watching sports, spending time with family and friends, and following the Arizona Wildcats and Iowa Hawkeyes.  Tommy has three sisters.  Kate is a nurse in Austin, TX.  Maggie is a corporate recruiter in San Francisco, CA.  Maeve is a soon to be graduate of Santa Clara University.  Tommy’s parents, Robin and Linda, live in Tucson, AZ and Tommy’s father, Robin McGeorge, is a Financial Advisor in Morgan Stanley’s Tucson, AZ office.
    Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; Investment Advisor Representative; General Sercurities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1410245

Location

7175 N Pima Canyon Dr
Tucson, AZ 85718
US
Direct:
(520) 519-2329(520) 519-2329
From My Desk

Rational Investing in an Age of Uncertainty


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Robin McGeorge today.
Market Information Delayed 20 Minutes
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Morgan 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

5GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

7Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

8Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

10Participating in a new issue/syndicate is subject to availability and suitability. IPOs are highly speculative and may not be suitable for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.

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 suitable 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”) 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.


CRC 2019752 10/2018