Phone:
(336) 271-4303(336) 271-4303
The Salem Green Group at Morgan Stanley
Our Mission Statement
By combining our extensive expertise and scale with an unwavering commitment to delivering an exceptional client experience, we offer comprehensive solutions for every aspect of financial advising and wealth management. We treat every client with respect and approach every conversation with humility to help you achieve your financial 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.*
Our Suite of Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
Learn More- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Learn MoreThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
Learn More
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Learn MoreOur Suite Of Solutions
With more than 100+ years of collective experience, we understand that our clients’ achievements often come with concerns about preserving lifestyle, minimizing tax burdens, and properly preparing heirs. Our comprehensive approach to planning addresses all aspects of their financial affairs, as well as coordinating the work of other professionals such as accountants, attorneys, and portfolio managers.
My team and I serve as advisors to affluent investors and their families, helping them build and manage a personalized wealth management plan. No matter which stage in life our clients may be, they are likely to have two major financial goals: confidence that they’ll have the resources they need during their retirement years, and security for their families, both now and in the future.
My team and I serve as advisors to affluent investors and their families, helping them build and manage a personalized wealth management plan. No matter which stage in life our clients may be, they are likely to have two major financial goals: confidence that they’ll have the resources they need during their retirement years, and security for their families, both now and in the future.
Financial Planning
Thorough financial planning starts with a comprehensive analysis of where you are now and where you want to go. By focusing on goals analysis, retirement income planning, debt management, and addressing special circumstances, we craft a tailored strategy that sets you on a clear path to achieving your financial objectives.
Investment Planning
We offer strategic investment planning designed to align with your financial goals, focusing on asset allocation, personalized security recommendations, and tax-efficient investing to help you grow and preserve wealth with confidence.
Wealth Transfer Planning
Designed to secure your legacy, with guidance on wills and legal documents, legacy planning, gifting strategies, charitable giving, and bequests to help ensure your assets are distributed according to your wishes.
Executive Planning
Helping executives navigate incentive compensation, manage concentrated stock positions, and optimize stock options to maximize wealth and align with long-term financial goals.
Business Owner Planning
We specialize in crafting personalized financial strategies for business owners, offering risk management, cash flow optimization, retirement benefits planning, and succession strategies. Our goal is to help protect and grow your business while ensuring the security of your financial future.
Professional Portfolio Management
Managing an investment portfolio should be a consultative and disciplined process that balances your attitudes and goals as an investor with careful analysis of the financial markets. You can rely on us for objective and strategic advice in structuring your portfolio and for careful consideration of any investments we consider together.
Cash Management
Creating adequate cash flow for day-to-day needs and opportunities are the ongoing aspects of implementing a financial strategy. We help you meet your personal cash management needs, while thinking strategically about how specific approaches may affect current and long-term costs and tax implications.
Estate Planning
Passing on an estate to the next generation or favorite charity requires more attention than families often realize. Coordinating with outside estate and tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating best practices to help enhance results.
Individual Plans For Individuals Like You
Morgan Stanley's personalized wealth management process is designed to create a roadmap for your financial future. Leveraging our vast resources - including intellectual capital, experience and dedicated service - we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to achieve - and protect - your goals.
Financial Planning Specialist
A Financial Planning Specialist works with clients to create personalized financial plans to help individuals achieve their specific financial goals, manage risks, and make informed decisions for long-term financial stability.
Tax Efficient Strategies
Taxes are a crucial part of the planning conversation and can potentially represent a large outflow from a client’s portfolio each year. Morgan Stanley offers Tax Protection solutions and other strategies that can help a Financial Advisor prepare a client to manage tax liabilities and help preserve their wealth.
Learn MoreLocation
300 N Greene St
Ste 1700
Greensboro, NC 27401
US
Direct:
(336) 271-4303(336) 271-4303
100 N Main St
Suite 2500
Winston Salem, NC 27101
US
Direct:
(336) 721-1888(336) 721-1888
Meet The Salem Green Group
Robert D Saunders
First Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®
Phone:
(336) 721-9209(336) 721-9209
Phone:
(336) 271-4308(336) 271-4308
Phone:
(336) 271-4307(336) 271-4307
Phone:
(336) 271-4304(336) 271-4304
Phone:
(336) 721-4930(336) 721-4930
Rob Saunders, Jr.
Associate Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(336) 721-9213(336) 721-9213
Phone:
(336) 271-4357(336) 271-4357
Becky Gentry, Senior Registered Client Associate
Senior Registered Client Associate
Phone:
(336) 271-4317(336) 271-4317
Caleb Barker, Registered Client Associate
Registered Client Associate
Phone:
(336) 271-4306(336) 271-4306
Samuel Bower, Registered Client Associate
Registered Client Associate
Phone:
(336) 271-4349(336) 271-4349
About John Blakley
Securities Agent: CA, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, AK, CO, WY, VI, OK, ME, LA, KY, KS, ID, IA, HI, AL, AR, AZ; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
About Robert D Saunders
Rob has been with Morgan Stanley and their predecessor firms for 35 years, beginning his career in 1982 after owning his own business for 6 years. He was born and raised in Winston-Salem and attended N.C. State University in Raleigh, NC graduating with a B.S. in Mechanical Engineering in 1976. Rob is married to Pam and has two sons, his partner Rob Jr. and Wes. In his spare time he enjoys playing golf, amateur woodworking and traveling to Hilton Head Island, SC.
Rob enjoys assisting his clients in developing comprehensive financial plans that will help them achieve their goals. He is a Certified Financial Planner and holds his Series 7, 63, 65, 3, 9, and 10 licenses as well as his Insurance, Long Term Care and Variable Annuity licenses.
Rob enjoys assisting his clients in developing comprehensive financial plans that will help them achieve their goals. He is a Certified Financial Planner and holds his Series 7, 63, 65, 3, 9, and 10 licenses as well as his Insurance, Long Term Care and Variable Annuity licenses.
Securities Agent: MT, MO, MN, AL, PA, NE, MI, MD, IN, ID, FL, TX, SC, AK, WI, TN, NJ, DE, WA, VA, OR, OH, MA, HI, CT, NM, GA, NY, KY, WY, NC, CO, CA, UT, OK, IL, DC, AZ, WV, MS, VT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285221
NMLS#: 1285221
About Alexandra Turpin, MBA
Alex joined Morgan Stanley in 2016 as both a Financial Advisor and Financial Planning Specialist based in Winston-Salem, NC. She brings 8 years of financial services industry knowledge, comprehensive wealth management service and 6 years of client acquisition and business development experience. Alex’s addition to the team provides our clients access to an additional dimension of resources and skills in addressing today’s complicated financial issues.
Upon joining Morgan Stanley, Alex has been helping clients manage their wealth and plan for financial blind spots. Alex is currently working with both retail and institutional investors. She focuses on financial planning, risk-managed investment strategies, retirement income planning and educating clients on annuity and insurance products in the context of estate planning strategies. Understanding the importance of having a plan in order to help reach financial goals, Alex adds depth and knowledge to our planning process while providing the capacity to offer the benefits of planning to more clients than ever before.
Alex earned her Bachelor’s degree from UNC Chapel Hill, and then went on to further her education by earning an MBA from UNC’s Kenan-Flagler Business School. She concentrated in finance and management consulting, and was the corporate sponsorship Vice President for Healthcare Employers and the Carolina Women in Business Association at Kenan-Flagler. She is passionate about saving and improving the lives of homeless or neglected animals – especially dogs and horses - and hopes to one day run a small sanctuary of her own. In her spare time, Alex loves to spend time with her much-loved pup Sydney, ride horses, cheer on her beloved Tarheels in basketball, and volunteer with the Forsyth Humane Society.
Email: alexandra.turpin@morganstanley.com
Phone Number: 336-271-4308
Upon joining Morgan Stanley, Alex has been helping clients manage their wealth and plan for financial blind spots. Alex is currently working with both retail and institutional investors. She focuses on financial planning, risk-managed investment strategies, retirement income planning and educating clients on annuity and insurance products in the context of estate planning strategies. Understanding the importance of having a plan in order to help reach financial goals, Alex adds depth and knowledge to our planning process while providing the capacity to offer the benefits of planning to more clients than ever before.
Alex earned her Bachelor’s degree from UNC Chapel Hill, and then went on to further her education by earning an MBA from UNC’s Kenan-Flagler Business School. She concentrated in finance and management consulting, and was the corporate sponsorship Vice President for Healthcare Employers and the Carolina Women in Business Association at Kenan-Flagler. She is passionate about saving and improving the lives of homeless or neglected animals – especially dogs and horses - and hopes to one day run a small sanctuary of her own. In her spare time, Alex loves to spend time with her much-loved pup Sydney, ride horses, cheer on her beloved Tarheels in basketball, and volunteer with the Forsyth Humane Society.
Email: alexandra.turpin@morganstanley.com
Phone Number: 336-271-4308
Securities Agent: OR, MI, MD, ID, CT, CO, MA, GA, AZ, AK, MT, CA, AL, NY, NC, DC, TX, OK, NV, NE, IL, VT, TN, NJ, MS, FL, WV, WY, NM, MO, DE, VA, UT, PA, OH, KY, HI, WI, WA, SC, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1696795
CA Insurance License #: 4139877
NMLS#: 1696795
CA Insurance License #: 4139877
About Christopher Wagner
Securities Agent: MD, IN, AZ, VA, TN, GA, CO, PA, OH, NY, NM, KY, IL, WA, NH, MA, FL, DC, AL, AK, WV, NC, MO, CT, AR, ID, VT, WY, WI, SC, NJ, HI, UT, CA, NE, MS, MI, DE, SD, OR, OK, MT, TX, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2486003
NMLS#: 2486003
About Maurice McCord
Securities Agent: NC, TX, SC, NM, WY, HI, TN, GA, PA, AL, OR, NY, MS, MO, IN, ID, FL, CA, WI, WV, NJ, NE, MI, MD, MA, KY, IL, CO, AZ, AK, UT, DC, CT, OK, WA, VA, MT, VT, OH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1393618
NMLS#: 1393618
About Keith Marlow Seivers
Securities Agent: OR, NJ, CO, NM, NE, MO, NC, MD, ID, GA, WV, NY, MA, OH, MS, MI, AK, WY, VT, OK, CA, VA, IL, UT, IN, CT, FL, TX, TN, DC, MT, AL, WA, SC, PA, KY, AZ, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1288142
NMLS#: 1288142
About Rob Saunders, Jr.
Rob Jr. joined Morgan Stanley after working in fundraising, insurance and tax preparation fields. He works with clients not only on their immediate financial needs but also their long term planning strategies. Rob holds his Series 7 and 66 and is also licensed in Life, Health and Long Term Care insurance.
Rob is a Winston-Salem native and attended Elon University in Elon, NC where he graduated in 2008 with a B.A. in Political Science and a minor in Philosophy. While at Elon, Rob was the Executive President of the Student Government Association. Rob is married to Carolyn and they have two sons, Ridge and Walt. Rob enjoys playing golf and spending time with the family at the lake and beach.
Rob is a Winston-Salem native and attended Elon University in Elon, NC where he graduated in 2008 with a B.A. in Political Science and a minor in Philosophy. While at Elon, Rob was the Executive President of the Student Government Association. Rob is married to Carolyn and they have two sons, Ridge and Walt. Rob enjoys playing golf and spending time with the family at the lake and beach.
Securities Agent: NC, AR, CT, WI, VA, TN, MS, MI, NM, UT, OK, NY, MA, IN, IL, CO, DC, WA, TX, MT, PA, MO, MN, CA, AL, NE, HI, GA, AK, VT, OH, KY, AZ, WY, WV, SC, OR, NJ, MD, ID, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 2143965
NMLS#: 2143965
About Kristopher McCord
Securities Agent: WY, WV, NY, DE, VI, MD, CO, NE, AK, OH, SD, PA, ME, CA, PR, OR, OK, NM, NC, HI, SC, NV, NJ, MS, MI, GA, VT, UT, MO, LA, CT, MT, IL, ID, IA, DC, VA, TX, TN, RI, NH, ND, MA, KY, KS, FL, AZ, AL, WI, WA, MN, IN, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2698367
NMLS#: 2698367
About Becky Gentry
Becky Gentry joined Morgan Stanley in January of 2018 after 21 years at Wells Fargo Advisors as a Senior Registered Client Associate. She is most passionate about caring for and nurturing our clients by assisting them in addressing and resolving their needs, especially during times of stress or loss. Becky’s current responsibilities on the team include day-to-day operational support, digital engagement and account documentation procedures, execution of investment trades, and assisting with preparation for client meetings.
Becky attended Alvernia University, where she received a B.S. in Accounting and MBA in business administration. She and her husband, Ed, live in Thomasville, NC with our four rescue beagles. Her hobbies include running, hiking, and volunteering for Whole Lotta Love Doggy Transport.
Becky attended Alvernia University, where she received a B.S. in Accounting and MBA in business administration. She and her husband, Ed, live in Thomasville, NC with our four rescue beagles. Her hobbies include running, hiking, and volunteering for Whole Lotta Love Doggy Transport.
About Caleb Barker
Caleb joined Morgan Stanley in March 2023 after serving 2 years on a missions team in Peru. As a graduate of the Bryan Business School at UNCG, he has called Greensboro, NC home for much of his life.
Caleb holds a broader professional background in marketing and customer service, and is very happy to be a part of the wealth management aspect of Morgan Stanley. He is interested in reviewing investment portfolios and helping clients take advantage of the broad scope of products Morgan Stanley can offer. He and his wife enjoy trips to the mountains to hike or snowboard depending on the season.
Caleb holds a broader professional background in marketing and customer service, and is very happy to be a part of the wealth management aspect of Morgan Stanley. He is interested in reviewing investment portfolios and helping clients take advantage of the broad scope of products Morgan Stanley can offer. He and his wife enjoy trips to the mountains to hike or snowboard depending on the season.
About Samuel Bower
Sam is a graduate from UNC Charlotte with a major in finance. He is fairly new to the securities industry, currently holding his Series 7 & Series 63 and is focusing on completing the Series 65 in the coming months. In addition to Sam’s financial career, he serves as an Analyst with the National Guard. In his leisure, Sam and his wife Annie, enjoy hiking, wrenching on cars, fly fishing, and working on their cabin together.
Contact John Blakley
Contact Robert D Saunders
Contact Alexandra Turpin, MBA
Contact Christopher Wagner
Contact Maurice McCord
Contact Keith Marlow Seivers
Contact Rob Saunders, Jr.
Contact Kristopher McCord
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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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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 The Salem Green Group today.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
