Phone:
(510) 891-0573(510) 891-0573
The Robarts/Miller Team at Morgan Stanley
Direct:
(510) 839-8080(510) 839-8080
Toll-Free:
(800) 755-1579(800) 755-1579
Our Mission Statement
We help high-achieving individuals and their families confidently pursue multigenerational financial goals.
Story and Service
We are an experienced team of wealth planning and investing professionals who serve as close advisors to the families of accomplished executives, professionals and business owners. We take the time to understand what is important to each of our clients and what they want for their futures. We can then help them customize an asset allocation, create an investment strategy and craft a comprehensive wealth management plan based on their specific priorities and aspirations. We provide thoughtful insight into complex financial questions, and work to provide an outstanding service experience.
Many of our clients have placed their trust in us for decades, and we are proud to continue to work with the second and third generations of many client families. We look forward to learning more about you and your family, and discussing what we have to offer.
Many of our clients have placed their trust in us for decades, and we are proud to continue to work with the second and third generations of many client families. We look forward to learning more about you and your family, and discussing what we have to offer.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Modern Wealth Management for Everyone.
The Robarts/Miller team offers a number of digital firm products designed to enhance every aspect of your modern wealth management experience. If you would like to learn more about each tool, visit each link below the the description of each tool.
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 MSOTotal 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 and Enroll in TotalWealthViewOnline Security
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Our Security ResourcesGoals Planning System (GPS)
Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities, to provide you with comprehensive investing and planning solutions for your individual goals. Contact us to begin your plan today.
Learn More About GPSMSO Mobile App
The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle.
Download the MSO Mobile AppeServices
Send/receive wire transfers, review your monthly statements and safely store your important documents with our suite of eServices. With eDelivery, eAuthorization, eSign and our Digital Vault you can avoid the hassle of paper and monitor your accounts from your MSO account and the MSO mobile app.
Learn More and EnrollOur Clients
We provide comprehensive wealth management solutions to successful individuals and their families. We have worked with many of these clients for decades, guiding them through multiple market cycles and important transitions in their lives. At these times, our goal is to provide the advice and resources needed to make informed decisions.
Retirement – determining strategies to sustainably generate the cash flow you will need to support your lifestyle and pursue your goals.
Legacy – working in collaboration with your attorneys and accountants, we review your trust and estate structures, and the investment of your assets within them, to make sure the right people and organizations get the right assets at the right time in the right way.
Family Transitions - helping you make consequential financial decisions in emotional times, whether due to divorce, widowhood, or starting a new family.
Education – estimating the costs of private schooling and college and the most cost-effective ways to save.
Retirement – determining strategies to sustainably generate the cash flow you will need to support your lifestyle and pursue your goals.
Legacy – working in collaboration with your attorneys and accountants, we review your trust and estate structures, and the investment of your assets within them, to make sure the right people and organizations get the right assets at the right time in the right way.
Family Transitions - helping you make consequential financial decisions in emotional times, whether due to divorce, widowhood, or starting a new family.
Education – estimating the costs of private schooling and college and the most cost-effective ways to save.
Cybersecurity Resources for You and Your Family.
In today's day and age, online security is of the utmost importance. Morgan Stanley proactively defends our systems and monitors our digital landscapes to ensure that issues, whether anticipated or occurring, are dealt with in the proper manner.
Curious as to what is included in our security process? Security includes the following: Strong encryption protocols designed to protect your data, continuous monitoring to detect and prevent fraudulent activity, routine testing of our systems identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
For more about cybersecurity and protecting your digital presence, below find some helpful resources.
Curious as to what is included in our security process? Security includes the following: Strong encryption protocols designed to protect your data, continuous monitoring to detect and prevent fraudulent activity, routine testing of our systems identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes.
For more about cybersecurity and protecting your digital presence, below find some helpful resources.
Location
1999 Harrison St
Suite 2200
Oakland, CA 94612
US
Direct:
(510) 839-8080(510) 839-8080
Toll-Free:
(800) 755-1579(800) 755-1579
Meet The Robarts/Miller Team
Meghan Miller
First Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(510) 891-0533(510) 891-0533
Patricia Mitchell
Assistant Vice President, Wealth Management Associate
Phone:
(510) 891-0509(510) 891-0509
About Michael Robarts
Mike Robarts uses over twenty-five years of experience and knowledge of the markets to create customized portfolios for our clients. They appreciate his ability to explain the rationale behind asset allocation and investment recommendations as well as his careful attention to tax considerations and cost.
Mike joined Morgan Stanley in 1992 and has a B.A. from U.C. Berkeley.
He lives in Berkeley with his wife and two daughters. In his spare time, Mike enjoys skiing, hiking, volunteer work, and supporting the Golden Bears.
Mike joined Morgan Stanley in 1992 and has a B.A. from U.C. Berkeley.
He lives in Berkeley with his wife and two daughters. In his spare time, Mike enjoys skiing, hiking, volunteer work, and supporting the Golden Bears.
Securities Agent: NM, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, KS, MA, MD, MI, MN, NC, NJ, NV, NY, OR, PA, SC, SD, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1270177
CA Insurance License #: 0B25901
NMLS#: 1270177
CA Insurance License #: 0B25901
About Meghan Miller
Meghan Miller works closely with the team’s clients and their other trusted advisors implementing comprehensive financial strategies to help create, grow, and preserve wealth for current and future generations. She assists with estate planning, insurance needs and banking services as well as developing relationships with our clients' second and third generations.
Meghan has been with Morgan Stanley for 19 years and has a Bachelor of Arts from U.C. Berkeley.
Born and raised in Piedmont, California, Meghan lives in Montclair with her husband and three children. In her spare time she enjoys running, hiking, tennis, baking, and spending time in the mountains with her family.
Meghan has been with Morgan Stanley for 19 years and has a Bachelor of Arts from U.C. Berkeley.
Born and raised in Piedmont, California, Meghan lives in Montclair with her husband and three children. In her spare time she enjoys running, hiking, tennis, baking, and spending time in the mountains with her family.
Securities Agent: AZ, AR, AL, AK, OH, WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1672136
CA Insurance License #: 0E21490
NMLS#: 1672136
CA Insurance License #: 0E21490
About Patricia Mitchell
Patricia Mitchell is responsible for the team’s operational functions, working closely with clients to ensure that their administrative requests are processed in a timely and accurate manner. Patricia feels it is important for clients to be informed and is always available to answer any administrative questions.
Prior to joining Morgan Stanley in 1998, Patricia spent seven years in the banking industry and attended San Francisco State University. She lives in San Leandro with her husband, Corey, and enjoys reading, cooking, and traveling in her spare time.
Prior to joining Morgan Stanley in 1998, Patricia spent seven years in the banking industry and attended San Francisco State University. She lives in San Leandro with her husband, Corey, and enjoys reading, cooking, and traveling in her spare time.
Contact Michael Robarts
Contact Meghan Miller
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
Article Image
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 Robarts/Miller Team today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
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 and other legal matters.
4Morgan 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.
5Products 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.
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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 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.
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’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.
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 and other legal matters.
4Morgan 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.
5Products 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.
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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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 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.
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)
