Robert Seigendall, CRPS®
Financial Advisor, CHARTERED RETIREMENT PLANS SPECIALIST
Phone:
(512) 370-0487(512) 370-0487
The Seven Oaks Group at Morgan Stanley
Direct:
(512) 370-0487(512) 370-0487
Our Mission Statement
Our mission is to educate our clients with the knowledge to make confident financial decisions and create success for future generations.
Our Story and Services
The Seven Oaks group is a three-person team specializing in wealth management for high-net-worth individuals based in Austin, TX. Our focus is to deeply understand our clients' personal visions and passions for themselves and future generations. This understanding enables us to tailor our strategies to align your wealth with what you value most. A personalized financial plan addressing cash flows, estate planning strategy, and risk management will be created and implemented using our disciplined investment strategy which leans on using both public and private market investments seeking to maximize after tax return. To us, success isn't just about wealth; it's about the impact of what we do with it.
Morgan 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 https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Morgan 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 https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Valuable Tools and Resources
Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Below are a few of the technologies that we have to offer our clients. We have also included resources meant to transform complex financial analysis and research into concise and easily digestible content.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Wire Instructions
For directions regarding US Dollar denominated wires used to fund Morgan Stanley accounts please reference the link below.
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Security Center
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Total 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.
Goal Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
GIC Weekly Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at the markets, asset class performance and fixed income.
The Morgan Stanley Minute
Explore our 1-minute investment insights videos, in this on-going series, form our firm's leading thinkers. Discover current investment trends and topics like green bonds, active investment, monetizing small businesses, cybercrime and more.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategists for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Working With You
Our clients hire us to help them manage their current wealth, while achieving future goals. Our process provides the context to develop and implement highly customized strategies focused on helping you achieve your financial priorities.
Step 1: Introductory Discussion
We begin with an informal conversation to understand your financial concerns and determine how we can add value to your situation. If we agree to move forward, we schedule our next meeting and request important financial information.
Step 2: Discover
During this in-depth conversation, we listen carefully to what is important to you. We learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you have prepared and begin to define your priorities.
Step 3: Analysis
Here, we review the information collected to ensure the data is accurate before we prepare your wealth plan. We also discuss important investment concepts and provide details on our investment philosophy.
Step 4: Plan Preparation and Presentation
In this step, we develop your personalized wealth management plan, utilizing proprietary tools and insights from Morgan Stanley. We then present our recommendations along with key action steps for implementing your plan.
Step 5: Implementation
As we execute your plan, we set up tools to provide convenient access to your accounts. We also provide ongoing updates and follow up on key items to ensure your plan is implemented as expected.
Step 6: Ongoing Service
We apply a strict due diligence process to evaluate investment performance. As a result, we set up regular calls to discuss progress towards your goals. In these discussions, we determine if any adjustments are needed, since personal goals and market conditions can change over time.
Alternative Investments
Wes Coyle, an Alternative Investments Director, can provide qualified clients with further guidance, insights and thought leadership about the alternative investments asset class and strategies provided by Morgan Stanley Wealth Management.
Private Credit
Private Credit investing is an essential component of Morgan Stanley Investment Management's alternative investments platform. We manage a well-defined group of strategies and seek to deliver attractive returns to our investors by forging successful partnerships with our portfolio companies.
Private Real Estate
Morgan Stanley Real Estate Investing (MSREI) is the global private real estate investment management arm of Morgan Stanley. With ~200 professionals in 17 offices across 13 countries plus decades of experience investing internationally, MSREI is uniquely positioned to execute core and opportunistic strategies globally.
Private Equity
Our private equity teams invest in segments of the market that, in our view, are generally underserved by other providers of private capital. We invest directly in private businesses and also allocate capital to compelling fund managers, secondary market opportunities and co-investments on behalf of our limited partners. We seek situations where we believe our expertise, reputation and access to the unparalleled resources of Morgan Stanley will enable us to generate attractive risk-adjusted returns.
Alternative Investments
Our leading alternatives platform offers 160+ third-party and proprietary funds, including first look and exclusive opportunities, that may help qualified investors enhance returns, reduce volatility, manage taxes and generate income—while maintaining a goals-based approach for asset allocation.
Our Clients
We work with a broad range of clients who value and respect the advice we carefully cultivate for them in seeking the achievement of the following goals:
- Simplify their financial life
- Plan for an enjoyable retirement
- Manage risk and protect their family
- Minimize investment related taxes through advance strategies
- Address long-term health care needs
- Educate the next generation on how to manage wealth and carry family values forward
- Achieve important philanthropic goals
Business Owners
Entrepreneurs
Professionals
Family Offices
Busy Executives
Soon-to-be Retirees
Location
301 Congress Avenue
Suite 1400
Austin, TX 78701
US
Direct:
(512) 370-0487(512) 370-0487
Meet The Seven Oaks Group
Rene Corbett
Senior Registered Client Service Associate
About Robert Seigendall
Rob is originally from Pennsylvania and a graduate of Penn State University with a degree in Chemical Engineering. After a stint working at Linde gas in their healthcare division, Rob quickly realized his true passion was not being an engineer, but rather an educator, specifically in financial literacy. His financial career began at Edward Jones before moving to Morgan Stanley when his family relocated to Texas. Rob’s experience lies in developing tailored strategies that address the unique needs and goals of each family. He works closely with clients to understand their financial situations, identify potential risks, and implement a custom portfolio using both traditional and alternative investments. Rob is passionate about engaging both the younger generation to develop sustainable financial habits and the older generation to help ensure a seamless transfer of wealth.
Rob lives in Bee Cave with his wife, Cecilia, and 2 children, Theodore (2) and Juliet (5 months). When Rob is not working, he enjoys visiting the National Parks, playing golf, and rooting on his Nittany Lions football team!
Rob lives in Bee Cave with his wife, Cecilia, and 2 children, Theodore (2) and Juliet (5 months). When Rob is not working, he enjoys visiting the National Parks, playing golf, and rooting on his Nittany Lions football team!
Securities Agent: IN, PA, NC, ME, MD, CA, NJ, NM, MN, VT, MI, LA, NY, KY, TX, FL, CT, TN, CO, AR, WA, MA, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2460326
NMLS#: 2460326
About Rene Corbett
As a Senior Registered Client Associate with more than 20 years of industry experience, Rene focuses on building strong client relationships and providing superior service. She is highly adept at handling a broad array of operational and service-related activities that include client onboarding, online support and maintaining client relationships. Rene has been a member of Morgan Stanley since 2022.
After serving our country in the US Air Force for seven years, Rene began her career in financial services at RJT.com-deep discount firm in 2000. Prior to joining Morgan Stanley, Rene worked at Merrill Lynch as Senior Registered Wealth Management Client Associate-Resident Director Assistant. Rene has worked hard on her education, she received her bachelor’s degree in Business Administration from St Leo University and completed her bachelor’s degree in Education from Peru College and accomplished a Masters of Business Administration focusing on finance from Bellevue University. Throughout her career, Rene has consistently pursued opportunities to advance her knowledge by acquiring and maintaining FINRA Series 7 and Series 66 licenses.
Originally from Chicago, Rene has been calling Austin home for since 2007. Her time within the Military offered her vast exposure to immersive and rich communities throughout the country. Outside of the office, Rene has a very active lifestyle. She enjoys spending time with friends and family and unwinding with yoga.
After serving our country in the US Air Force for seven years, Rene began her career in financial services at RJT.com-deep discount firm in 2000. Prior to joining Morgan Stanley, Rene worked at Merrill Lynch as Senior Registered Wealth Management Client Associate-Resident Director Assistant. Rene has worked hard on her education, she received her bachelor’s degree in Business Administration from St Leo University and completed her bachelor’s degree in Education from Peru College and accomplished a Masters of Business Administration focusing on finance from Bellevue University. Throughout her career, Rene has consistently pursued opportunities to advance her knowledge by acquiring and maintaining FINRA Series 7 and Series 66 licenses.
Originally from Chicago, Rene has been calling Austin home for since 2007. Her time within the Military offered her vast exposure to immersive and rich communities throughout the country. Outside of the office, Rene has a very active lifestyle. She enjoys spending time with friends and family and unwinding with yoga.
Contact Robert Seigendall
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
Will Curran
Private Banker
KyQuan Phong
Planning Associate
About Will Curran
Will Curran is a Private Banker serving Morgan Stanley Wealth Management offices in Texas.
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.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
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.
Will began his career in financial services in 1987, and joined Morgan Stanley in 2010 as a Private Banker. Prior to joining the firm, he was a Market Manager at Presidio Bank. He also served as a Commercial Banking Director at Citibank.
Will is a graduate of the University of California, where he received a Bachelor of Arts in Psychology. He lives in New Braunfels, Texas with his family. Outside of the office, Will enjoys enjoys playing and making guitars, as well as cycling.
NMLS#: 797351
About KyQuan Phong
KyQuan is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. KyQuan provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Suffolk University and received the Financial Planning Specialist® designation from the College of Financial Planning. KyQuan is originally from Boston, Massachusetts and currently resides in New York.
He earned his undergraduate degree from Suffolk University and received the Financial Planning Specialist® designation from the College of Financial Planning. KyQuan is originally from Boston, Massachusetts and currently resides in New York.
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
Are You Prepared for Tax Day?
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Seven Oaks Group today.
1Alternative 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.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3When 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.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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 and other legal matters.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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)
