Senior Vice President, Financial Advisor, Corporate Retirement Director, Portfolio Management Director, Senior Investment Management Consultant, Financial Planning Specialist
Phone:
(248) 848-8083(248) 848-8083
Pope Amboian Wolfe Team at Morgan Stanley
Direct:
(248) 848-8055(248) 848-8055
Our Mission Statement
An experienced team with over 100 years of collective investment experience, advising professionals and families in Michigan, New York, and throughout the United States.
Our Story
Pope Amboian Wolfe Team at Morgan Stanley Wealth Management is a team with over 100 years of collective investment experience advising professionals and families throughout the United States.
Services Include
- Financial PlanningFootnote1
- Executive Financial ServicesFootnote2
- Retirement PlanningFootnote3
- Asset Management
- 401(k) Rollovers
- Professional Portfolio ManagementFootnote4
- Sustainable InvestingFootnote5
- Alternative InvestmentsFootnote6
- Municipal BondsFootnote7
- Planning for Education FundingFootnote8
- AnnuitiesFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Awards
2024-2025 - Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Five Star Wealth Advisor Award (2012-2025)
Source: fivestarprofessional.com (Awarded 2012-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2025 Award - 08/21/24 - 02/28/25 | 2024 Award - 09/05/23 - 02/29/24
2023 Award - 09/05/22 - 03/03/23 | 2022 Award - 09/03/21 - 03/11/22
2021 Award - 08/10/20 - 03/19/21 | 2020 Award - 08/01/19 - 03/20/20
2019 Award - 08/21/18 - 03/19/19 | 2018 Award - 08/30/17 - 03/19/18
2017 Award - 08/24/16 - 02/24/17 | 2016 Award - 10/22/15 - 03/09/16
2015 Award - 10/22/14 - 03/09/15 | 2014 Award - 10/22/13 - 03/09/14
2013 Award - 10/22/12 - 03/09/13 | 2012 Award - 10/22/11 - 03/09/12
https://www.morganstanley.com/disclosures/awards-disclosure.html
Master's Council 2025
Source: Forbes.com (Awarded 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Five Star Wealth Advisor Award (2012-2025)
Source: fivestarprofessional.com (Awarded 2012-2025) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2025 Award - 08/21/24 - 02/28/25 | 2024 Award - 09/05/23 - 02/29/24
2023 Award - 09/05/22 - 03/03/23 | 2022 Award - 09/03/21 - 03/11/22
2021 Award - 08/10/20 - 03/19/21 | 2020 Award - 08/01/19 - 03/20/20
2019 Award - 08/21/18 - 03/19/19 | 2018 Award - 08/30/17 - 03/19/18
2017 Award - 08/24/16 - 02/24/17 | 2016 Award - 10/22/15 - 03/09/16
2015 Award - 10/22/14 - 03/09/15 | 2014 Award - 10/22/13 - 03/09/14
2013 Award - 10/22/12 - 03/09/13 | 2012 Award - 10/22/11 - 03/09/12
https://www.morganstanley.com/disclosures/awards-disclosure.html
Master's Council 2025
Location
35055 W 12 Mile Rd.
Ste 101
Farmington Hills, MI 48331
US
Direct:
(248) 848-8055(248) 848-8055
Meet Pope Amboian Wolfe Team
Phone:
(248) 848-8031(248) 848-8031
About Robert A Amboian
Robert A. Amboian, QPFC®, Senior Vice President, and Corporate Retirement Director, has worked in the corporate finance and financial consulting industry since 1993. With an emphasis on retirement planning, portfolio management and asset allocation strategies, Robert assists clients in developing clear investment goals. By focusing on the planning opportunities and strategies available to clients, the objective is to best position them to help build and preserve wealth.
Robert is a Morgan Stanley Corporate Retirement Director and has been designated by the National Association of Plan Advisors (NAPA) as a Qualified Plan Financial Consultant (QPFC). As such, Robert is able to offer advanced resources and services for the administration of retirement plans, such as 401(k)’s, 403(b)’s and defined benefit plans. Robert offers a holistic approach with vendor selection, investment reviews, manager selection, and 3(21) or 3(38) fiduciary oversight.
Robert earned a bachelor’s degree in Finance from Michigan State University and a MBA in Finance and Marketing from Wayne State University. He has completed several Management courses at George Washington University.
Robert currently holds his Series 7, 31, 63, and 65 licenses as well as insurance and annuity licenses. Robert can also assist clients with mortgage lending and refinancing (NMLS # 1364485).
Robert and his wife, Cynthia reside in White Lake, MI with their daughters Allison and Katherine.
2023 - Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Five Star Wealth Advisor Award
This award was issued in 2023. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 09/05/2022 through 03/03/2023
Robert is a Morgan Stanley Corporate Retirement Director and has been designated by the National Association of Plan Advisors (NAPA) as a Qualified Plan Financial Consultant (QPFC). As such, Robert is able to offer advanced resources and services for the administration of retirement plans, such as 401(k)’s, 403(b)’s and defined benefit plans. Robert offers a holistic approach with vendor selection, investment reviews, manager selection, and 3(21) or 3(38) fiduciary oversight.
Robert earned a bachelor’s degree in Finance from Michigan State University and a MBA in Finance and Marketing from Wayne State University. He has completed several Management courses at George Washington University.
Robert currently holds his Series 7, 31, 63, and 65 licenses as well as insurance and annuity licenses. Robert can also assist clients with mortgage lending and refinancing (NMLS # 1364485).
Robert and his wife, Cynthia reside in White Lake, MI with their daughters Allison and Katherine.
2023 - Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
Five Star Wealth Advisor Award
This award was issued in 2023. The award was determined based on an evaluation process conducted by Five Star Professional based on objective criteria from 09/05/2022 through 03/03/2023
Securities Agent: OK, GA, NM, IN, FL, VA, SC, NC, MO, KY, MI, IA, AL, TN, PA, AR, UT, MN, KS, AZ, CO, CA, WA, NY, MA, TX, NJ, DE, WI, NH, IL, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1364485
NMLS#: 1364485
About Jonathan Wolfe
Jonathan provides personalized strategies and solutions for complex wealth issues that face individuals and business owners. He focuses on planning, portfolio management, and asset allocation strategies to help put clients in the best position to build and preserve their wealth over their lifetime. He is always working in the best interest of his clients.
Jonathan has a bachelor’s degree from Liberty University. He currently holds his Series 7 and 66 licenses as well as insurance and annuity licenses. Jonathan can also assist clients with lending opportunities.
Jonathan and his wife Lindsay have 3 kids, Tommy, Sarah, and Matthew. They are active members of their church and love to serve in different capacities. Jonathan enjoys the outdoors, especially the golf course, and being with friends and family.
Jonathan has a bachelor’s degree from Liberty University. He currently holds his Series 7 and 66 licenses as well as insurance and annuity licenses. Jonathan can also assist clients with lending opportunities.
Jonathan and his wife Lindsay have 3 kids, Tommy, Sarah, and Matthew. They are active members of their church and love to serve in different capacities. Jonathan enjoys the outdoors, especially the golf course, and being with friends and family.
Securities Agent: WI, AZ, NY, CO, AR, UT, TN, KS, FL, PA, VA, TX, NV, IN, IL, GA, DE, SC, NJ, MO, MA, MN, AL, NM, WA, OH, NH, KY, CA, OK, NC, MI, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1915560
NMLS#: 1915560
Contact Robert A Amboian
Contact Jonathan Wolfe
Wealth Management
From Our Team
You’re Ready for Retirement. Is Your Portfolio?
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
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
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
Article Image
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.
Ready to start a conversation? Contact Pope Amboian Wolfe Team today.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
4Morgan 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.
5The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Alternative 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.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Annuities 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
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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.
3When 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.
4Morgan 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.
5The 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. Diversification does not guarantee a profit or protect against loss in a declining financial market.
6Alternative 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.
7Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
8When 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 always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
9Annuities 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)
