About Bob Woolf
Bob Woolf is an Executive Director and Financial Advisor with The Woolf Group at Morgan Stanley. For decades, he has empowered individuals and families with the financial experience and resources they need to help overcome the obstacles of retirement, and achieve their long-term objectives.
A graduate of Skidmore College, Bob first entered the wealth management industry as a Financial Advisor with Merrill Lynch in 1989. In 2008, he joined UBS Financial Services as a Senior Vice President, Wealth Management. Then in 2014, he joined J.P. Morgan –– where he held the title of Managing Director and Wealth Advisor –– before coming on board with Morgan Stanley in 2022.
Though Bob likes to say that he fell into this business accidentally, the truth is that his roots in the industry started at a young age out of necessity. When he was 22 years old, his father unexpectedly passed, and suddenly he found himself with a family to take of: a mother who needed help running a family business; two brothers with disabilities; and a sister applying to college. Wealth management, therefore, was something he learned in real life terms, and with a deeply personal motivation.
Today, as the leader of The Woolf Group, Bob brings that same passion and commitment to his clients’ financial lives. With a focus on long-term financial health, he helps them enjoy the kind of secure, stable retirements they deserve after a long, successful career. From tax minimization and cash flow analysis to portfolio management and estate planning –– he strives to be a comprehensive and accessible resource whenever his clients are in need of trusted financial guidance.
Outside the office, Bob lives in Norwell, MA with his wife and their three sons. In his free time, Bob enjoys golf and tennis.
Securities Agent: SC, PA, NC, CO, AZ, CT, AL, ME, DC, WA, VT, RI, OR, NH, CA, FL, MA, NY, VA, NM, TX, OH, NV, NJ, IL, GA; General Securities Representative; Investment Advisor Representative