Robert F. Runkle, CIMA®, QPFC
Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director
Phone:
(334) 270-2602(334) 270-2602
The Runkle Group at Morgan Stanley
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
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.*
The Runkle Group is an experienced team within Morgan Stanley, offering wealth management strategies and services to affluent individuals, families, institutions, trusts and endowments. Bob Runkle launched his financial services career in the early 1980s. Robert, Jr. joined forces with his father in 2011. Bob and Robert are complemented by three highly professional, deeply experienced client associates who understand how important diligent, attentive, friendly client service is to a client's top-notch wealth management experience.
The team maintains offices in both Montgomery, Alabama, and Atlanta, Georgia, for the convenience of clients and to facilitate face-to-face meetings.
The team maintains offices in both Montgomery, Alabama, and Atlanta, Georgia, for the convenience of clients and to facilitate face-to-face meetings.
Who We Work With
1) High-Net-Worth individuals and families: We limit our client engagements to high-net-worth individuals and families who face complex wealth management situations, and who, we believe, will benefit most from our capabilities and experience. Many of our relationships go back years, even decades, and a number of family relationships span two or three generations.
2) Institutions and retirement benefit plans: We serve several types of institutions including foundations, trade associations, endowments and workers' compensation funds. Among retirement plans, we offer services to defined benefit pension plans and defined-contribution plans, such as 401(k) and 403(b) plans.
Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under the Investment Advisers Act of 1940, ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
2) Institutions and retirement benefit plans: We serve several types of institutions including foundations, trade associations, endowments and workers' compensation funds. Among retirement plans, we offer services to defined benefit pension plans and defined-contribution plans, such as 401(k) and 403(b) plans.
Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under the Investment Advisers Act of 1940, ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
What We Do
1) For individuals and families, we offer a spectrum of wealth management services to help you preserve and grow your wealth. We use a goals-based approach to identify and help you focus your objectives. With this knowledge, we help you structure diversified, customized investment portfolios to power your strategy.
2) For institutions and nonprofits, Bob Runkle, can help clients focus on investment policy, strategic asset allocation, manager search and due diligence, and investment performance reviews.
2) For institutions and nonprofits, Bob Runkle, can help clients focus on investment policy, strategic asset allocation, manager search and due diligence, and investment performance reviews.
Recognition
Robert F. Runkle
Barron’s Top 1,200 Financial Advisors in 2023 and 2024
Forbes “Best-in-State Wealth Advisors” 2023, 2024
2023 and 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2023-2024) Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes “Best-in-State Wealth Advisors” 2023, 2024
2023 and 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2023-2024) Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Robert F. Runkle, Jr.
Forbes “America’s Top Next-Generation Wealth Advisors” 2017, 2019
2017, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weatlh Advisors)
Source: Forbes.com (Awarded 2017, 2019 ). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2017, 2019 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weatlh Advisors)
Source: Forbes.com (Awarded 2017, 2019 ). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
The Runkle Group
2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
https://www.morganstanley.com/disclaimers
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
https://www.morganstanley.com/disclaimers
The Runkle Group serves a variety of clients like you, including…
• Large and small corporations, holding companies, LLCs and partnerships in the U.S
• Non-profit organizations, foundations and endowments
• Hospital/healthcare/insurance providers
• Educational organizations
• Wealth Management for Individuals and Families
We use a goals-based approach to define and prioritize your individual, carefully considered objectives. That means your wealth and investment strategies are designed to help you make progress toward goals that are most important to you. This process is about optimizing the value of the resources you have; it's not about reaching for unsustainable returns or "beating" a market index. Our central task on your behalf is to spot investment opportunities that fit into your strategy, and the potential risks, and inform you quickly.
Our process integrates adjustments and rebalancing over time, as needed. Your strategy and investment portfolio should change as you navigate the inevitable twists and turns of your life. As you move forward, your strategy is designed to stay flexible so that we can talk you through different courses of action and their trade-offs.
One of our team strengths is that we speak very candidly with our advice and guidance about your choices, even during your most difficult financial decisions. As a crucial resource, we can step in to explain wealth and its management to others in your family as well.
• Non-profit organizations, foundations and endowments
• Hospital/healthcare/insurance providers
• Educational organizations
• Wealth Management for Individuals and Families
We use a goals-based approach to define and prioritize your individual, carefully considered objectives. That means your wealth and investment strategies are designed to help you make progress toward goals that are most important to you. This process is about optimizing the value of the resources you have; it's not about reaching for unsustainable returns or "beating" a market index. Our central task on your behalf is to spot investment opportunities that fit into your strategy, and the potential risks, and inform you quickly.
Our process integrates adjustments and rebalancing over time, as needed. Your strategy and investment portfolio should change as you navigate the inevitable twists and turns of your life. As you move forward, your strategy is designed to stay flexible so that we can talk you through different courses of action and their trade-offs.
One of our team strengths is that we speak very candidly with our advice and guidance about your choices, even during your most difficult financial decisions. As a crucial resource, we can step in to explain wealth and its management to others in your family as well.
Digital Resources
Here at the The Runkle Group, we utilize the Modern Wealth Tools that Morgan Stanley provides to enhance our client's financial goals. Below are some of the resources we use every day to provide you with the best level of service.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your external account information, you will benefit from more informed and comprehensive wealth planning and convenient connectivity.
Total Wealth View
Morgan Stanley Online (MSO)
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that clients can take advantage of. Read more below on what some of these advantages are.
Morgan Stanley Online (MSO)
Portfolio Risk Platform (Aladdin)
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative tool used by several of the world's largest institutional asset managers, using this tool provides comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios.
Manage Your Risk
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows for easy sharing and convenient access to life’s most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
View Digital VaultLocation
7515 Halycon Summit Drive
Suite 300
Montgomery, AL 36117
US
3280 Peachtree Road NE
Suite 1900
Atlanta, GA 30305
US
Meet The Runkle Group
Robert F. Runkle Jr.
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(404) 266-6795(404) 266-6795
Mary Runkle Smith
Financial Advisor
Phone:
(404) 266-6796(404) 266-6796
Lori Allen
Portfolio Associate
Phone:
(706) 596-5191(706) 596-5191
Christine Wood
Wealth Management Associate, Assistant Vice President
Phone:
(334) 270-2603(334) 270-2603
Elizabeth Ramsey
Senior Client Service Associate
Phone:
(334) 270-2604(334) 270-2604
About Robert F. Runkle
With a financial services career that began in 1983, Bob brings a deep level of experience to the individual, corporate and institutional clients he serves. Barron’s magazine named Bob to its’ prestigious 2014 through 2021 and 2023-2024 list of Top 1,200 Financial Advisors, ranking him as the top financial advisor in Alabama for four of those years. From 2009 through 2013, Barron’s named Bob as one of its’ Top 1,000 Financial Advisors, being at the top of the list in Alabama for four of the five years. The Financial Times named Bob one of the Top 400 Financial Advisors in America for 2013, 2015 and 2020. Bob has also been recognized on the Forbes “Best-in-State Wealth Advisors” for 2018 through 2021 as well as 2023 and most recently 2024. Lastly, Bob and the Runkle group were voted one of Forbes Best-in-State Wealth Management Teams for 2023 and 2024.
Bob is a Senior Portfolio Management Director, who in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Morgan Stanley model portfolios and third- party investment strategies. In addition, Bob holds the Certified Investment Management Analyst (CIMA®) designation, awarded by the Investments & Wealth Institute™.
A graduate of Auburn University in Auburn, Alabama, Bob earned a bachelor’s degree in industrial design. His current board affiliations include the Alabama Shakespeare Festival, and Central Alabama Red Cross, The Montgomery Museum of fine Arts. His past board affiliations include Saint James School, The Family Sunshine Center, and The Samaritan Counseling Center.
Bob and his wife Susan have three children: Mary, Robert and Katherine, as well as three grandchildren.
2014-2021, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2021) Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2009-2013 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2021, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
2013, 2015, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2013; data as of 12/31/12
2023, 2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Bob is a Senior Portfolio Management Director, who in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Morgan Stanley model portfolios and third- party investment strategies. In addition, Bob holds the Certified Investment Management Analyst (CIMA®) designation, awarded by the Investments & Wealth Institute™.
A graduate of Auburn University in Auburn, Alabama, Bob earned a bachelor’s degree in industrial design. His current board affiliations include the Alabama Shakespeare Festival, and Central Alabama Red Cross, The Montgomery Museum of fine Arts. His past board affiliations include Saint James School, The Family Sunshine Center, and The Samaritan Counseling Center.
Bob and his wife Susan have three children: Mary, Robert and Katherine, as well as three grandchildren.
2014-2021, 2023 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2021) Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2009-2013 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2018-2021, 2023, 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
2013, 2015, 2020 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2013; data as of 12/31/12
2023, 2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Securities Agent: KS, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, LA, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 510864
NMLS#: 510864
About Robert F. Runkle Jr.
Robert began his financial services career in 2011. His primary team duties include preparing investment proposals, reviewing clients’ investment portfolios and facilitating client communication. With thoughtful and attentive service, Robert enjoys helping clients pursue their long-term wealth management goals.
Robert was named to Forbes “America’s Top Next Generation Wealth Advisors” list for 2017 and 2018. In 2019, Robert was named to Forbes “Best in State Top Next Generation Wealth Advisor’s” list. Also, Robert has been apart of back to back Best-in-State Wealth Management Teams (2023-2024) awarded to the Runkle Group.
Robert earned a bachelor’s degree in international business from the College of Charleston in South Carolina. Upon graduation, he traveled to Hamburg, Germany, where he completed an Internship with BDO AG in forensic accounting. Robert is a member of various community organizations, including the German American Cultural Foundation and the Alabama Germany Partnership. In his free time, he enjoys golfing, reading and traveling. Robert resides in Atlanta, Georgia.
2023, 2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
2017, 2018 Forbes America’s Top Next-Gen Wealth Advisors & 2019 Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weath Advisors)
Source: Forbes.com (Awarded 2017-2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Robert was named to Forbes “America’s Top Next Generation Wealth Advisors” list for 2017 and 2018. In 2019, Robert was named to Forbes “Best in State Top Next Generation Wealth Advisor’s” list. Also, Robert has been apart of back to back Best-in-State Wealth Management Teams (2023-2024) awarded to the Runkle Group.
Robert earned a bachelor’s degree in international business from the College of Charleston in South Carolina. Upon graduation, he traveled to Hamburg, Germany, where he completed an Internship with BDO AG in forensic accounting. Robert is a member of various community organizations, including the German American Cultural Foundation and the Alabama Germany Partnership. In his free time, he enjoys golfing, reading and traveling. Robert resides in Atlanta, Georgia.
2023, 2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
2017, 2018 Forbes America’s Top Next-Gen Wealth Advisors & 2019 Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Weath Advisors)
Source: Forbes.com (Awarded 2017-2019). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Securities Agent: AZ, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV, AL, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1031973
NMLS#: 1031973
About Mary Runkle Smith
Mary is the newest financial advisor on The Runkle Group team. Mary has worked as an attorney who practiced in the securities industry as well as medical malpractice defense.
Mary earned her bachelor’s degree from Vanderbilt University in 2005. After college, Mary continued her studies at Vanderbilt University Law School where she earned her juris doctor in 2008. Upon graduation from law school, Mary was an attorney at Shearman & Sterling LLP in New York City. In 2011, she returned to Atlanta, Georgia joining Smith, Gambrell and Russell LLP. She later moved to Augusta, Georgia joining the law firm Hull Barrett, PC (not-practicing at Morgan Stanley) while her husband Jeff completed his Orthopedic residency.
Mary and Jeff reside in Suwanee, Georgia with their two young children, Caroline and Franklin. She enjoys spending time with her family, traveling and painting.
2023, 2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Mary earned her bachelor’s degree from Vanderbilt University in 2005. After college, Mary continued her studies at Vanderbilt University Law School where she earned her juris doctor in 2008. Upon graduation from law school, Mary was an attorney at Shearman & Sterling LLP in New York City. In 2011, she returned to Atlanta, Georgia joining Smith, Gambrell and Russell LLP. She later moved to Augusta, Georgia joining the law firm Hull Barrett, PC (not-practicing at Morgan Stanley) while her husband Jeff completed his Orthopedic residency.
Mary and Jeff reside in Suwanee, Georgia with their two young children, Caroline and Franklin. She enjoys spending time with her family, traveling and painting.
2023, 2024 Forbes Best-In-State Wealth Management Teams
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22-3/31/23.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1871023
NMLS#: 1871023
About Lori Allen
Lori is a Portfolio Associate at Morgan Stanley based out of Columbus, Georgia. She started her financial career in 1999 as a Sales Assistant, with a brief position in management. She holds her Series 7, 63, 66, 9 and 10 licenses. Lori excels in client engagement and administration, bringing the breadth of her years of experience and knowledge to the team.
Lori earned a bachelor’s degree in management from the University of North Alabama in her hometown of Florence, Alabama. She and her husband Cliff live on Lake Jordan in Titus, Alabama with their fur baby Petie. Lori enjoys movies, cooking, entertaining and boating.
Lori earned a bachelor’s degree in management from the University of North Alabama in her hometown of Florence, Alabama. She and her husband Cliff live on Lake Jordan in Titus, Alabama with their fur baby Petie. Lori enjoys movies, cooking, entertaining and boating.
About Christine Wood
Christine began her financial services career in 1995 and approaches client service with the goal of
exceeding expectations. Resourceful and personable, she focuses on account administration and client
relations, and addresses the many elements of client service. Christine is also responsible for providing
administrative support and account maintenance, particularly for institutional clients.
She and her husband, Robert, have two children, Dalton and Elizabeth, and make their home in
Montgomery, Alabama.
exceeding expectations. Resourceful and personable, she focuses on account administration and client
relations, and addresses the many elements of client service. Christine is also responsible for providing
administrative support and account maintenance, particularly for institutional clients.
She and her husband, Robert, have two children, Dalton and Elizabeth, and make their home in
Montgomery, Alabama.
About Elizabeth Ramsey
With high energy and efficiency, Beth handles a variety of tasks including coordinating the team’s marketing efforts, preparing clients’ quarterly reports and assisting with other day-to-day client needs. She is also the friendly voice on the phone that helps answer client questions and resolve concerns.
Beth earned both a bachelor’s degree in corporate finance and investment management, and a master’s degree in tax accounting from the University of Alabama. She is a member of the Alabama Society of CPA’s, but she does not provide tax advice in her role at Morgan Stanley. She and her husband, Patrick, have two daughters and reside in Montgomery, Alabama.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
Beth earned both a bachelor’s degree in corporate finance and investment management, and a master’s degree in tax accounting from the University of Alabama. She is a member of the Alabama Society of CPA’s, but she does not provide tax advice in her role at Morgan Stanley. She and her husband, Patrick, have two daughters and reside in Montgomery, Alabama.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
Contact Robert F. Runkle
Contact Robert F. Runkle Jr.
Contact Mary Runkle Smith
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Debbie Booth
Senior Private Banker
About Debbie Booth
Debbie Booth is a Senior Private Banker serving Morgan Stanley Wealth Management offices in Alabama, Arkansas, and Florida.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Debbie began her career in financial services in 1987 and joined Morgan Stanley in 2010 as a Senior Private Banker. Prior to joining the firm, she held many roles including Wealth Management Banker, Banking Center Manager, and Retail Mortgage Manager at Bank of America/Merrill Lynch.
Debbie and her family reside in Gulf Breeze, Florida. She is an active member of the community by volunteering her time with March of Dimes, Women’s Build with Habitat for Humanity and Manna Food Bank. When not in the office, she enjoys watching football, going to the beach, and spending time with her family.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Debbie began her career in financial services in 1987 and joined Morgan Stanley in 2010 as a Senior Private Banker. Prior to joining the firm, she held many roles including Wealth Management Banker, Banking Center Manager, and Retail Mortgage Manager at Bank of America/Merrill Lynch.
Debbie and her family reside in Gulf Breeze, Florida. She is an active member of the community by volunteering her time with March of Dimes, Women’s Build with Habitat for Humanity and Manna Food Bank. When not in the office, she enjoys watching football, going to the beach, and spending time with her family.
NMLS#: 801310
Wealth Management
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Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Are You Prepared for Tax Day?
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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.
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Awards Disclosures
CRC 6491812 (04/2024)
