Robert Iocco, CRPC®
First Vice President, Wealth Management, Financial Advisor
Phone:
(215) 274-2111(215) 274-2111
The Iocco Group at Morgan Stanley
Direct:
(215) 274-2565(215) 274-2565
Toll-Free:
(800) 648-4584(800) 648-4584
Our Mission Statement
We provide strategic, innovative, deeply analytical investment advice and wealth management for sophisticated clients.
Our Story and Services
Your investment portfolio is at the heart of most wealth management plans, and there is no shortage of advisors who will happily assemble a portfolio for you. Many rely heavily on a simple investment model, or even “cookie cutter” portfolios. But what if you’re interested in something beyond these basic vehicles? You should seek an advisory that performs its own careful analysis of every recommended investment. One that integrates alternative investments to supplement traditional equities and fixed income selections. One that understands that costs and taxes play an important role in your total return and seek ways to mitigate those. And, one that operates under the following assurance: we will only recommend investments that we would feel comfortable owning ourselves. If that sounds like you, consider the Iocco Group at Morgan Stanley. We offer investment advice and management geared towards sophisticated investors, along with comprehensive, goal-based wealth management to ensure that every financial decision supports your overall strategy. Finally, we offer an uncompromising level of service, treating our clients with care, respect and transparency. It’s an approach that has worked for our clients for more than 40 years.
THE 4 PILLARS: OUR COMMITMENT TO YOU
1. Goal-based wealth management. To succeed in a project, start with a goal and work your way back to strategies and tactics. The Iocco Group always begins with you – what are your objectives, and what are the strategies and tactics that best align with it? A surprising first step is simply defining and articulating your goals. From there, we ensure that every financial decision we recommend serves those objectives.
2. Frequent, highly interactive contact. Effective wealth management is organic, flexible and evolving. That’s why we work hard to get to know you, so we can understand and even anticipate what may need to change. At least once a year or more, we will meet with you in our office, reviewing your financial plan and its assumptions. And we encourage our clients to ask for advice – we want to be your first call for any decision involving money.
3. Honestly, integrity, transparency. In the end, it all comes down to trust. We build trust is by being forthright and direct. We show you exactly what everything costs. We speak frankly about what’s working and what isn’t. We give you an honest assessment of both your investment portfolio and your wealth accumulation and cash flow. And we operate according to the most stringent ethical standards of our industry.
4. Recommendations we believe in. “What would you do if you were me?” When it comes to your assets, you want your advisor to recommend choices they believe in themselves. And that’s a pledge we make to our clients – we only recommend investments we ourselves would actually own. Certainly, there will be occasions when we may not actually own them – after all, your financial situation may differ from ours. But we will never recommend something that we ourselves wouldn’t feel comfortable with.
THE 4 PILLARS: OUR COMMITMENT TO YOU
1. Goal-based wealth management. To succeed in a project, start with a goal and work your way back to strategies and tactics. The Iocco Group always begins with you – what are your objectives, and what are the strategies and tactics that best align with it? A surprising first step is simply defining and articulating your goals. From there, we ensure that every financial decision we recommend serves those objectives.
2. Frequent, highly interactive contact. Effective wealth management is organic, flexible and evolving. That’s why we work hard to get to know you, so we can understand and even anticipate what may need to change. At least once a year or more, we will meet with you in our office, reviewing your financial plan and its assumptions. And we encourage our clients to ask for advice – we want to be your first call for any decision involving money.
3. Honestly, integrity, transparency. In the end, it all comes down to trust. We build trust is by being forthright and direct. We show you exactly what everything costs. We speak frankly about what’s working and what isn’t. We give you an honest assessment of both your investment portfolio and your wealth accumulation and cash flow. And we operate according to the most stringent ethical standards of our industry.
4. Recommendations we believe in. “What would you do if you were me?” When it comes to your assets, you want your advisor to recommend choices they believe in themselves. And that’s a pledge we make to our clients – we only recommend investments we ourselves would actually own. Certainly, there will be occasions when we may not actually own them – after all, your financial situation may differ from ours. But we will never recommend something that we ourselves wouldn’t feel comfortable with.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process & Investment Approach
At The Iocco Group , we have adopted a series of distinctive practices to help our clients reach their goals. Among them:
Focus on cost and tax mitigation
Everyone wants excellent returns on an investment, but in the end, only one metric matters – did it enhance your wealth? That means thinking about BOTH cost and return. Every investment has fees associated with it. Each has tax implications – often, an investment can lose 1-1.5% of its returns to taxes. Our recommendations calculate the impact of these costs into your projected return.
Indexing strategy
Every investor wants to “beat the market.” Occasionally, some do … for a while. But The Iocco Group strives to maintain consistent performance. So we lean heavily on indexing strategies, tying a portion of a portfolio to a selected market, rather than any p
Risk
Speaking of risk – it’s a fact of life for investors. How much risk is appropriate? It depends on you. For each client, The Iocco Group performs an in-depth risk analysis to determine both your comfort level and the proper risk to align with your objectives and strategy.
Alternative investments
Certainly, one could assemble a reasonable portfolio using only traditional equity and fixed-income investments. However, there are a wide variety of non-traditional investment opportunities, including private equity, private real estate, hedge funds and many others. We dig deeper to offer our clients an important advantage.
Careful, in-depth analysis
The Iocco Group prides itself on our thorough, detail-oriented evaluation of every recommendation. We get into the weeds, looking at all available information, measure it against macroeconomic factors, scrutinize costs and dozens of other factors. And, significantly, we only recommend investments that we ourselves would feel comfortable owning – it’s our ultimate measure of potential performance.
We leverage our unique position and our affiliates to source innovative strategies from among the most knowledgeable investment minds in the business. Employing rigorous due diligence to identify, evaluate and select each alternative investment product on our platform, we work to identify the managers that we believe are highly qualified to help our clients meet their objectives. Your choices will depend on your goals, objectives and risk tolerance.
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1787 Sentry Pky W
Bldg 18 Ste 440
Blue Bell, PA 19422
US
Direct:
(215) 274-2565(215) 274-2565
Toll-Free:
(800) 648-4584(800) 648-4584
Meet The Iocco Group
Bobby Iocco
Vice President, Financial Advisor
Phone:
(215) 274-2565(215) 274-2565
Meagan Hall
Registered Client Service Associate
Phone:
(215) 274-2227(215) 274-2227
About Robert Iocco
For more than 45 years, Robert has worked closely with his clients to help them increase and maintain their wealth. He has spent his entire career in the financial services industry, leveraging his extensive knowledge and experience in financial markets, economic conditions and financial strategies.
Robert started his career at Merrill Lynch and joined Morgan Stanley in 2013. His clients, many of whom have worked with him for more than 20 years and across multiple generations, would describe his style as smart, honest and dependable.
Robert is a graduate of Drexel University. He also earned the prestigious designation of Chartered Retirement Planning CounselorSM, which reflects his experience and knowledge in this crucial area of wealth management.
He lives in Maple Glen, PA with his wife Peggy; as the father of 4 adult children, he cherishes his role as grandfather. He also enjoys photography and travel, as well as family time at his summer home in Avalon, NJ.
Robert started his career at Merrill Lynch and joined Morgan Stanley in 2013. His clients, many of whom have worked with him for more than 20 years and across multiple generations, would describe his style as smart, honest and dependable.
Robert is a graduate of Drexel University. He also earned the prestigious designation of Chartered Retirement Planning CounselorSM, which reflects his experience and knowledge in this crucial area of wealth management.
He lives in Maple Glen, PA with his wife Peggy; as the father of 4 adult children, he cherishes his role as grandfather. He also enjoys photography and travel, as well as family time at his summer home in Avalon, NJ.
Securities Agent: TX, MA, CA, PA, AZ, MN, OH, MD, DE, IL, GA, DC, WA, OR, NY, NC, MI, SC, KY, WY, VA, NJ, CT, RI, IN, FL, CO, NE, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 534181
NMLS#: 534181
About Bobby Iocco
Bobby is a Financial Advisor with The Iocco Group, focusing on planning and investment analysis. He works with many of the team’s pharmaceutical executive clients, who appreciate his understanding of retirement planning, cash flow and risk analysis. They also count on him for guidance on maximizing their company benefits.
Bobby began his career at the Vanguard Group and later moved to Delaware Investments. He then joined his father at Morgan Stanley.
He earned a Bachelor of Science degree in Management and Marketing from Saint Joseph’s University.
An active member of the community, Bobby volunteers at various non-profit organizations around the Philadelphia region. Each summer, he competes in the Islandman Triathlon in support of the Travis Manion Foundation, which reflects both his commitment to that organization and his love of sports. He lives in Phoenixville with his wife Taylor and two Samoyeds, Lulu and Kevin.
Bobby began his career at the Vanguard Group and later moved to Delaware Investments. He then joined his father at Morgan Stanley.
He earned a Bachelor of Science degree in Management and Marketing from Saint Joseph’s University.
An active member of the community, Bobby volunteers at various non-profit organizations around the Philadelphia region. Each summer, he competes in the Islandman Triathlon in support of the Travis Manion Foundation, which reflects both his commitment to that organization and his love of sports. He lives in Phoenixville with his wife Taylor and two Samoyeds, Lulu and Kevin.
Securities Agent: OR, MA, AZ, VA, MI, NY, MN, SC, WY, NC, IN, IL, GA, DE, NJ, FL, NE, DC, CO, TX, PA, OH, NV, CA, RI, KY, CT, MD, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 1689851
NMLS#: 1689851
About Meagan Hall
Meagan graduated from Temple University with a degree in Social Work in 2020. While attending college, Meagan worked as a tutor and mentor for the Leadership and Careers Studies Program at Temple University.
After graduating college, she began working at the Vanguard Group where she obtained both her Series 7 and Series 63 Licenses. Meagan then began working as a Client Service Associate at Morgan Stanley with the Iocco Group.
Meagan currently lives in Blue Bell with her husband Ryan, and their dog Sadie. In her free time, Meagan loves cooking, spending time with her family and taking weekend trips to Long Beach Island and Cape May Point. Meagan enjoys spending her summer days at the beach and visiting the lighthouses along the Jersey coast.
After graduating college, she began working at the Vanguard Group where she obtained both her Series 7 and Series 63 Licenses. Meagan then began working as a Client Service Associate at Morgan Stanley with the Iocco Group.
Meagan currently lives in Blue Bell with her husband Ryan, and their dog Sadie. In her free time, Meagan loves cooking, spending time with her family and taking weekend trips to Long Beach Island and Cape May Point. Meagan enjoys spending her summer days at the beach and visiting the lighthouses along the Jersey coast.
Contact Robert Iocco
Contact Bobby Iocco
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1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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:
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 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.
Awards Disclosures
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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:
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 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.
Awards Disclosures
CRC 6491812 (04/2024)
