About Us

As your Financial Advisors, we 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 we can help you to preserve and grow your wealth. You’ll 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.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*

Location

6805 Carnegie Blvd
Ste 400
Charlotte, NC 28211
US
Direct:
(704) 442-3492(704) 442-3492
Fax:
(704) 259-9288(704) 259-9288

Meet The BCBW Group

About Robert Biggers

Bobby joined Morgan Stanley in 1995 where is has spent the last 30 years as a Financial Advisor and holds the Executive Director Title with Morgan Stanley. His focus is on client relationship management and design / integration of all aspects of investment strategy.

Bobby is a native of Charlotte, NC where he still resides with his wife and 2 daughters. He is a graduate of Alabama University and in 1998 Bobby received the highly accredited CERTIFIED FINANCIAL PLANNER ® designation.

In his spare time he enjoys spending time with his family at the Lake, Yoga and gardening.
Securities Agent: VA, CT, WY, MO, IN, MN, MA, WA, SD, PA, NY, NH, MI, CO, WV, OR, IL, AZ, UT, OH, KS, TN, NV, MD, GA, TX, NC, CA, RI, OK, DC, AL, NJ, LA, KY, HI, FL, SC, MS; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1293911

About Robert Brownlow

Rob joined Morgan Stanley in 1996 and spent 19 years in the Capital Markets Group servicing Institutional Accounts for their fixed-income needs. After transitioning to Wealth Management Rob still works with a limited number of Institutional Accounts and among his current focuses are creating customized fixed-income portfolios inclusive of various classes of fixed-income securities, SMA manager review and analysis, and identifying opportunities in the Alternative Investment space (Hedge Funds, Private Equity, Private Credit, and Real Assets). He was awarded the Chartered FINANCIAL ANALYST ® designation in 2003 and holds the title of Senior Vice President. Rob is from Charlotte, NC and a graduate of University of Georgia (Go Dawgs!). In his spare time he enjoys being active in various civic organizations, hunting, fishing, skiing, playing golf and spending time with his wife and three children.
Securities Agent: LA, ID, WV, NV, MN, IL, DC, TX, MI, WA, MD, FL, WY, NH, NC, MO, KS, CA, AZ, AL, OK, NJ, CT, CO, NY, GA, VA, SC, PA, OR, OH, KY, IN, UT, TN, RI, MS, MA, HI, SD; General Securities Representative; Investment Advisor Representative
NMLS#: 1501588

About Mark Weston

Mark has over 40 years’ experience in the financial industry. He began his career as a CPA and was then hired to manage the City of Charlotte’s bond portfolio as Assistant City Treasurer before joining Morgan Stanley in 1985. Mark started the Middle Markets Fixed Income sales desk in Charlotte covering money managers, municipalities, corporations and high net worth individuals. After a 12 year stint at UBS beginning in 2008, Mark came back to Morgan Stanley in 2020 to join our group to enhance his clients’ coverage.

Mark graduated from Michigan State University with a BS in Finance. He is originally from Flint, Michigan. In his spare time he enjoys playing golf and spending time with his wife, two daughters and sons-in-law and his three grandchildren. Mark is also an accomplished golfer and is highly ranked nationally in senior amateur golf.
Securities Agent: SC, IL, GA, WV, NV, MA, HI, TN, MS, MI, DC, SD, PA, NJ, NH, MO, CA, WA, OR, NY, IN, WY, VA, KY, AZ, KS, AL, UT, OH, NC, MN, LA, CT, MD, CO, TX, OK, FL; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2054403

About Marc Cooper

R. Marc Cooper began his career in the financial industry in 1988. He worked as a Financial Advisor at our predecessor firm Smith Barney from 1991-2000 and then at Legg Mason for 5 years prior to returning to Morgan Stanley in 2005. Marc works with high-net-worth families to help them preserve and grow their wealth.
Marc is originally from South Georgia and graduated from University of Georgia with a BS in Finance (Go Dawgs!) He moved to Charlotte in 1989 and has been here ever since. In his spare time Marc enjoys spending time with his wife and two children. He is a Christ follower and enjoys skiing, yoga and hiking.
Securities Agent: MS, WA, VA, OH, SC, PA, OR, OK, NY, NJ, TX, WY, TN, MO, WV, MA, IN, CA, AZ, GA, DC, CT, CO, MN, ID, IL, HI, KS, AL, LA, KY, MD, NC, NH, MI, NV, FL, UT, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 2361962

About Fairfax Cooper

W. Fairfax Cooper joined Morgan Stanley in 2011. He has over 30 years of experience in the financial services industry, working for Bank of America, UBS and Merrill Lynch prior to joining Morgan Stanley. Fairfax works with high-net-worth individuals and families to manage their overall financial picture and continue to build their net worth.
Fairfax is a Charlotte native and graduated from The University of North Carolina at Chapel Hill. He and his wife, Hillary, have two boys in college. In his spare time, Fairfax enjoys spending time with his family, skiing, working in his garden and cooking.
Securities Agent: DC, CT, SD, MI, IL, HI, CA, UT, OK, NH, MS, GA, AL, NV, IN, OH, VA, NJ, NC, MD, KS, TX, PA, KY, WA, OR, FL, CO, WY, WV, TN, SC, MO, AZ, NY, MN, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 526583

About Larry Biggers

Larry Biggers has over 45 years of experience in the industry which enable him to lead the charge in cultivating and maintaining client relationships, solutions and strategies.

About Ann Troiano

Ann joined The Biggers Brownlow group in April 2023. She originally began her career in the Financial Industry at our predecessor firm Smith Barney in 1999 as an Operations Associate. From 2005-2011 Ann pursued a career in her degree obtaining an accounting position at Evergreen Slate and then District Treasurer for the school district in her hometown of Granville, NY. In 2011, she rejoined Morgan Stanley as a Client Service Associate. Since then, Ann has reactivated her Series 7 and 66 licenses and was promoted to the Wealth Management Associate role.

About Lynn Connor

Lynn Connor has been in the financial services industry since 1994 and has been with Morgan Stanley since 2018. She holds her Series 6, 7, 63 and 65. Lynn's focus is in providing support for new and current clients and supporting the team's client standard of care.

About Erika Cross

Erika joined The Biggers Brownlow Group at Morgan Stanley in August 2024 having previously worked in our Buckhead Atlanta office since 2020. Erika supports all aspects of client service for our team and is currently studying for the Certified Financial Planning Certification. Her ability to operate efficiently on a team was developed as a collegiate lacrosse player at Young Harris College. Outside of work she continues her involvement in the sport as the coach of an elite team. In her free time, Erika also enjoys walking her dog and finding good food bites!

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Financial Wellness

Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
  • Reduce employee stress,
  • Improve retention and engagement, and
  • Set themselves apart by offering comprehensive financial wellness benefits.
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The Business Case for a Financially Resilient Workforce

In the face of turbulent markets, the word “resilience” may be top of mind. Broadly speaking, resilience is the ability to “bounce back” when encountering life’s inevitable challenges.
Ready to start a conversation? Contact The BCBW Group today.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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:
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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.

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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.

Awards DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)