Robert Scarborough
First Vice President, Wealth Management, Financial Advisor
Phone:
(561) 650-7515(561) 650-7515
The Palm Beach Legacy Group at Morgan Stanley
Direct:
(561) 822-4902(561) 822-4902
Our Mission Statement
With our experience, intellectual capital and dedicated personal service, we are devoted to helping our clients build, protect and transfer their legacy to future generations.
Our Story and Services
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 BrokerCheck.*
Empowering You & Planning Ahead:
Women and Wealth
Woman and Wealth: Throughout your life, you will move through four stages of wealth. Accumulation, Planning/Preservation, Utilization and Transfer are the main stages that The Marceaux Scarborough Group are well equipped to help you through each stage. By determining your unique situation any roadblock, no matter the size, can be strategically navigated around.
Learn More Here
Wealth Planning for LGBTQ+ Individuals, Couples and Families
Whether you're thinking of marriage, starting a family or preparing for retirement, you need to be sure that your financial plan is robust and flexible. The Marceaux Scarborough Group specializes in helping the LGBTQ+ community find their ground when it comes to their life goals.
Learn More Here
Divorce: New Beginnings
Divorce can turn the best laid financial plan upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground. From stabilizing your credit to restructuring your retirement plan, the Marceaux Scarborough Group are well experienced to help you through difficult times.
Learn More Here
Raising Money-Savvy Kids
Being your child's Chief Financial Educator comes with great responsibility. The quality time you dedicate to teaching your legacy about money can dictate their future financial stability. This is why the Marceaux Scarborough Group provided a simple layout of what should be focused on.
Philanthropic Planning
Don't limit your ability to contribute to multiple charities and organizations. With a well constructed plan you can help many causes that are close to your heart.
Learn More Here
Family Governance & Education
Running a family business, operating a family office or simply investing as a family can be challenging. It is critical to develop a cohesive and thorough framework that helps your family make important financial decisions.
Signature Access
Get connected with carefully vetted professionals who can provide an extensive variety of services to help you contain costs, mitigate risks and enhance your overall enjoyment of life. Learn about Signature Access and its Lifestyle Advisory by clicking below.
Learn More Here
Estate Planning
Position your family for a comfortable future. Our team is devoted to help you and your family facilitate the process of preserving and transferring your wealth. Often the hardest part is starting the conversation and the Marceaux Scarborough Group will be a helpful guide through the entire process.
Learn More Here
Financial Planning
Your goals, assets, liabilities and other important information are gathered and analyzed. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving and living.
Wealth Management
We take a holistic approach to bring all the aspects of your financial life together. We use our analysis and experience to develop a customized plan for you.
Retirement Planning
This is paramount to ensuring a successful retirement. We bring intense focus on this process. You have worked hard to get where you are. Now it is up to us to help you live the retirement you have always dreamed of.
401(k) Rollovers
Rollovers can be beneficial to you in several ways. It can help simplify your life by consolidating your assets. We can ensure that there is no risky overlap or concentration insecurities. We can make taking required minimum distributions easier.
Asset Management
Based on your goals, assets and input, we create an investment strategy tailored to your unique needs.
Estate Planning Strategies
Helping you achieve your goals for an efficient transfer of wealth to future generations or charities is an area where we have experience and resources to help you.
Lending Products
We have the ability to offer you or your business a wide variety of lending solutions. Our cash management systems, mortgage lending and lines of credit are at the leading edge of what is available in the market.
Business Planning
We can help you by sharing our experience in helping other business owners just like you. We have ideas and strategies to help you grow or sell your business.
Planning For You:
Goals you set today will evolve over time. Our process is designed to evolve with them - and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals. Leveraging a sophisticated suite of analytical tools, as well as decades of industry experience, our team can help you take charge of your financial future and achieve your goals.
Certified Financial Planner® (CFP®)
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Jamie holds this designation.
Jamie holds this designation.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Learn More About Total Wealth View
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
Learn About Our Planning Tools
Personal:
Highly individualized and committed to helping you achieve financial success.
Flexible:
Responsive to changes in your life and in your priorities over time.
Comprehensive:
Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us.
Start a Planning Conversation
Planning QuestionnaireLocation
777 S Flagler Drive
Suite 700E
West Palm Beach, FL 33401
US
Direct:
(561) 822-4902(561) 822-4902
Meet The Palm Beach Legacy Group
Phone:
(561) 822-4902(561) 822-4902
Kim Orsi
Wealth Management Associate
Phone:
(561) 822-4917(561) 822-4917
Amani Gaballa
Senior Registered Associate
Phone:
(561) 650-7514(561) 650-7514
About Robert Scarborough
Rob Scarborough began in the industry in 1999 as an intern at Merrill Lynch while studying for his Bachelor’s Degree at the University of Vermont. After earning his degree, he located to West Palm Beach where he continued to work for Merrill. In 2015, he was recruited to Morgan Stanley, where he and financial advisor Jamie Marceaux have built a team and partnership. His role is retirement planning and client relationship management. He also focuses on annuities and insurance, including long term care.
Rob believes in financial planning and helping clients define their financial goals. Then, a personalized plan is put into place to guide the client to their goals. After that, regular reviews provide continued guidance in a changing financial landscape.
Rob is a long time board member for Palm Beach Island Cats, a local organization that sees to the health and well-being of the 400 or so feral cats on Palm Beach Island. You might also see him on stage performing as a supernumerary in productions staged by the Palm Beach Opera, something he has done for many years. He also enjoy baking, hiking, and fine wine.
Rob believes in financial planning and helping clients define their financial goals. Then, a personalized plan is put into place to guide the client to their goals. After that, regular reviews provide continued guidance in a changing financial landscape.
Rob is a long time board member for Palm Beach Island Cats, a local organization that sees to the health and well-being of the 400 or so feral cats on Palm Beach Island. You might also see him on stage performing as a supernumerary in productions staged by the Palm Beach Opera, something he has done for many years. He also enjoy baking, hiking, and fine wine.
Securities Agent: IL, IA, HI, GA, DE, NM, VT, VA, NC, SC, RI, PA, MA, TN, OH, NV, NH, CT, NJ, KY, CO, CA, OK, MI, NY, ME, LA, AZ, WA, TX, OR, MO, MD, FL, DC, AL, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 1183695
CA Insurance License #: 0175809
NMLS#: 1183695
CA Insurance License #: 0175809
About Jamie Marceaux
Jamie is a CERTIFIED FINANCIAL PLANNER TM . He started in the financial services industry in 1999, while living in Milwaukee; where he graduated from the University of Wisconsin-Milwaukee. Jamie joined Morgan Stanley in 2003 and still retains current clients from his first year at Morgan Stanley.
Jamie currently resides in Wellington with his High School sweetheart wife, Pamela.
His daughter, Brooke, is a Graduate of Florida State University and mechanical engineer.
His son, Ethan is currently serving as a Combat Medic in the Army.
Jamie is a Black Belt in Taekwondo and an automobile enthusiast. Occasionally, you can find him driving his car at high speeds around the local racetracks.
He was the 2020 Runner-Up for the Man of the Year with The Leukemia & Lymphoma Society-Palm Beach County.
Jamie currently resides in Wellington with his High School sweetheart wife, Pamela.
His daughter, Brooke, is a Graduate of Florida State University and mechanical engineer.
His son, Ethan is currently serving as a Combat Medic in the Army.
Jamie is a Black Belt in Taekwondo and an automobile enthusiast. Occasionally, you can find him driving his car at high speeds around the local racetracks.
He was the 2020 Runner-Up for the Man of the Year with The Leukemia & Lymphoma Society-Palm Beach County.
Securities Agent: LA, NV, NH, MA, CA, UT, WI, VA, TX, VT, TN, SC, ME, AZ, OR, MI, IL, HI, OK, MD, CT, RI, MO, GA, NJ, KY, FL, NY, KS, NC, DE, AL, PA, IA, DC, CO, WA, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1326728
NMLS#: 1326728
About Kim Orsi
Kim has over 36 years of experience in the investment industry and has been working with Morgan Stanley for more than 14 years. She is a former Operations Manager and Compliance Manager.
Kim enjoys spending time cooking and boating with her family.
Kim enjoys spending time cooking and boating with her family.
About Amani Gaballa
Amani has more than 35 years of investment industry experience. She earned her Bachelors of Science from New York Institute of Technology.
Amani is happily married for over 33 years and is the mother of two children. She enjoys time with her family, cooking, the beach, and being active in church community services.
Amani is happily married for over 33 years and is the mother of two children. She enjoys time with her family, cooking, the beach, and being active in church community services.
Contact Robert Scarborough
Contact Jamie Marceaux
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Palm Beach Legacy Group today.
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.
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4Morgan 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.
5When 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.
6Morgan 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.
7Investors 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Morgan 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.
4Morgan 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.
5When 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.
6Morgan 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.
7Investors 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
