The Robert L Johnson Group at Morgan Stanley

Robert W. Johnson is a Financial Advisor with Morgan Stanley in Loveland, CO. He began his financial services career as a Registered Client Service Associate at Morgan Stanley’s national branch in Tampa, FL. Frequently exceeding firm goals and expectations, Robert was instrumental as an instructor during the opening of their state-of-the-art facility in Phoenix, AZ.

Later in 2018 he joined The Robert L. Johnson Group at Morgan Stanley. He received the designation of Financial Planning Specialist while working in the Las Vegas, NV branch, and has also been a member of the Pacesetters Club from 2021-2024.

As a Graduate of Colorado State University (CSU), Robert earned a Bachelor of Science in Business Administration with a Finance concentration and double option in both Investment Analysis and Corporate Finance.

While attending CSU, Robert established a successful social media marketing business. As an influencer, he managed corporate relationships through product analysis and content creation in support of the marketing needs of many companies. This was done while pursuing a full-time education, and concurrently working in the restaurant industry as a chef and consultant.

Robert is also an alumnus of Le Cordon Bleu in San Francisco, a world-renowned college of hospitality and culinary arts. Ranking top of his class during his time there, he excelled in all subjects. This education reinforced the importance of a detail oriented and client focused approach.

Growing up around the financial industry, Robert has been mentored by many of its respected veterans including his father Robert L. Johnson, an Executive Director, Financial Advisor, and Certified Portfolio Manager at Morgan Stanley with over 45 years of experience.

Beyond his role with Morgan Stanley, Robert enjoys giving back to the community. Some activities include volunteering at the Humane Society, participating in 5Ks for awareness, and supporting outdoor conservation. He attended Citizens Police Academy in Colorado and has studied a variety of martial arts. In his free time, he enjoys cooking, gardening, and spending time exploring the outdoors.

Robert is a FINRA Series 66 registered Investment Advisor Representative, as well as a Series 7 Registered Representative with Morgan Stanley in their Loveland, CO Branch located at 6125 Sky Pond Drive, Suite 100. He can be reached at 970-776-5521.

Robert L. Johnson, Managing Director and Wealth Advisor, is a Certified Portfolio Manager with Morgan Stanley in Westlake Village, California. He is also the founder of The Robert L Johnson Group at Morgan Stanley.

Robert started his career in the Securities Industry in 1978 after serving as a representative and leader/trainer for the Church of Jesus Christ of Latter-Day Saints in Argentina, South America from 1974 to 1976. After his time in Argentina, he graduated from Brigham Young University with a composite degree in Marketing, Accounting and Economics. While at BYU, he was awarded an academic scholarship, and has since returned as a mentor and speaker in the exclusive Marriott School of Business Executive Lecture Series. While completing his final year at BYU, Robert began his career in the Financial Services Industry as a General Agent, and Registered Representative for Investors Life Insurance Company and North America Management, Inc.

In 1981, he became an Account Executive for Smith Barney Harris Upham Inc. After achieving the number one position in his class, he received several prestigious awards including Pacesetter II, Constellation, Powers Prep, Rain Maker, and Top 100 Club. From 1981 to 2024, he has been awarded the following titles and advancements: Account Executive, Senior Account Executive, Second Vice President, Vice President, First Vice President, Senior Vice President, and Managing Director.

In 1988, at Smith Barney’s request, he participated in their Executive Sales Leadership Management Training Program. Included therein were qualifications for the New York Stock Exchange Series 8 Supervisory License, as well as opportunities in Smith Barney Firm Management. In 1991, Mr. Johnson was one of the firm’s first representatives to take part in Smith Barney’s proprietary-discretionary securities Portfolio Advisory Program. He completed formal portfolio management training and received the Certified Portfolio Manager designation during this period. In addition, he was given the assignment of serving as one of Smith Barney’s exclusive Middle Markets Consultants, specializing in the development and supervision of municipal and institutional accounts.

Robert provides comprehensive financial planning advice while managing a diverse clientele with his current responsibilities centered in Private Portfolio Management for high-net-worth individuals and institutions. He is one of the top producers with Morgan Stanley in the Consulting Services Group and has been a member of the Senior Consultants Council. His principal business emphasis is on discretionary fee basis portfolio management, and he has been awarded the Alchemist designation as well as Master’s, President’s, and Chairman’s Council membership from 1994 to present time.

On a personal note, Robert is married with three sons. He has enjoyed an active lifelong participation in various martial arts and has earned the rank of third-degree black belt. He is also a qualified SCCA and NHRA competitive driver, which was accomplished while participating in various motorsports. His interest in the motorsports includes classic auto restoration, and the ownership and restoration of an NCRS Top-Flight award winning 1966 Corvette 427, as well as a magazine featured 1973 Plymouth Road Runner.

Robert and his team continually strive for excellence and look forward to having the opportunity of serving and assisting you in achieving your wealth management goals. He can be reached at (800) 618-2075 or robert.johnson@morganstanley.com and is located at 100 N. Westlake Blvd. #200 Westlake Village, CA 91362.

Miles C. Johnson is an Associate Vice President, Financial Advisor, and Financial Planning Specialist (FPS) with The Robert L. Johnson Group at Morgan Stanley. He began his financial services career working as a sales assistant for Smith Barney in 2007. Over the next 17 years, he served in numerous capacities; including advisory, operations, research, and sales support. He was instrumental as a technology advisor/trainer during the merger of Smith Barney and Morgan Stanley’s technology platform by providing in office training and technology support.

While working with Smith Barney, he simultaneously obtained a Bachelor of Arts degree in Media Theory and Philosophy with an emphasis on Media Law from California State University Northridge. As a student, his scholastic achievements were honored throughout his time at the university by achieving a place on the Dean’s List for the entire duration of his schooling.

In addition to his university education, Miles became an alumnus of the National Outdoor Leadership School, a.k.a. NOLS, for their Semester in the Rockies, where he studied leadership skills and risk assessment strategies. Their program is famous for contribution to the leadership training of NASA’s astronauts, including the Columbia Shuttle Crew in 2001.

Miles grew up in the financial industry. His father, Robert L. Johnson, is an Executive Director and Certified Portfolio Manager at Morgan Stanley with over 45 years of experience. Throughout Miles’ time working with Morgan Stanley Smith Barney, he was personally mentored by his father, learning the business from him as well as from many of the industry’s most capable and respected veterans.

His licenses include: NYSE Series 7, FINRA Series 66, and Life / Variable Insurance. As a Series 66 registered investment advisor at Morgan Stanley, he has been trained with a focus on economic factors, business information, investment characteristics, client recommendations / strategies, laws, regulations, and guidelines.

On a more personal note, Miles is also a Nationally Registered Emergency Medical Technician (NREMT), avid outdoorsman, overlander, and survivalist. He has trained under numerous internationally recognized professionals and organizations in the outdoor community, including Tom Brown Jr., the world’s foremost tracker and survivalist. Over the past 16 years, Miles has worked and volunteered as an outdoor instructor, guide, and lecturer; teaching backpacking, hiking, canyoneering, rock-climbing, kayaking, snowboarding, and many other outdoor related activities.

Miles is located in the Las Vegas, NV branch office located at 8548 Rozita Lee Avenue Suite #400. He can be reached at 702-242-8372.

Justin Conant is a Registered Client Service Associate with The Robert L Johnson Group at Morgan Stanley in Westlake Village, California. He graduated Magna Cum Laude from California State University Northridge (CSUN) with a Bachelor of Science in Financial Analysis. Prior to attending CSUN, Justin was designated Summa Cum Laude at Moorpark College. He began his career in Private Client Banking with JP Morgan Chase before joining his current team here at Morgan Stanley. Justin prides himself on spending quality time with friends and family. Outside of the office, he participates in sports analytics and enjoys attending musical events. His licenses include: NYSE Series 7, FINRA State Law Series 66, Life/ Variable Insurance, and NMLS # 1932113.