The RR Group at Morgan Stanley is a diverse, multi-generational team offering a significant depth of experience and expertise. We are comprised of 3 Financial Advisors, 3 Portfolio Associates, and 1 Client Service Associate. Together, The RR Group has over 150 years of combined financial industry experience. In addition, The RR Group was named to Forbes Best-In-State Wealth Management Teams for 2023, 2024 and 2025.
We work with select individuals, families, and institutions in Western New York and across the country. We are fully committed to putting our clients first, guiding them along their journey to achieve their financial goals.
Our team embraces each individual’s unique skillsets, allowing us to deliver a boutique advisory experience while fully utilizing the resources of a global firm. When you work with one of us, you get the resources of all of us.
2018, 2019, 2020, 2021, 2022, 2023, and 2024 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018, 2019, 2020, 2021, 2022, 2023, and 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023, 2024 & 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023,2024,2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.