Our Team at Morgan Stanley Wexford Branch

About Amit S. Grover

Mr. Amit Grover is a 2005 graduate of Hamilton College with a B.A. in Mathematics and a minor in Economics. Mr. Grover was a Dean’s List student and a Letter winner on the Men's Lacrosse team. While a student, he completed internships at Merrill Lynch and London based venture capital firm, Saffron Hill. Mr. Grover joined Morgan Stanley in June of 2005 and has obtained his Series 7, 9, 10, 31, 66 Licenses and PA Life, Accident & Health Insurance Licenses. In addition, he has been recognized as a Leader within his Professional Foundations Program Class and was a member of the Morgan Stanley’s prestigious Pacesetters Club in 2006-2012, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first class client service within their first five years.

In 2009, Mr. Grover earned the highly regarded CIMA® designation after completing a rigorous curriculum offered by The Wharton School and IMCA organization. Subsequently, in 2011, he became a CFP® certificant and has since been promoted to Executive Director.

Mr. Grover advises physicians, business owners, professionals and retirees with approximately $265 million in assets under management as of March, 2021. In addition to advising clients, he serves on the management team of the Northern Ohio-Western Pennsylvania Complex as the Branch Manager for the Wexford, PA office and a member of the Complex Diversity Council. In these roles, he oversees more than 45 employees.

Mr. Grover has been named a Five Star Wealth Manager by Pittsburgh Magazine in 2012-2020. This award is given to Advisors in Pittsburgh who have demonstrated excellence in their field by satisfying 10 objective selection criteria. In 2017, On Wall Street named Mr. Grover as one of the industry's top 100 Branch Managers and one of the industry's top 75 branch managers in 2018. In 2019, Forbes named Amit as a “Next Gen Best In State Wealth Advisor” as one of the country’s top advisors under the age of 40 representing the future of the wealth management industry. Also in 2019, leading industry publication, InvestmentNews, named Amit as a See It, Be It Role Model- a tremendous achievement recognizing his significant efforts in the Diversity and Inclusion space.

Mr. Grover resides with his wife Elizabeth and their daughters, Annika and Ava, in Fox Chapel and they are members of the Sewickley Heights Golf Club.
Securities Agent: CA, CO, DC, FL, IL, MA, MD, MI, NJ, NV, NY, OH, PA, SC, TN, VA, WA, WV; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures
NMLS#: 1589603
CA Insurance License #: 0M46480

About Thomas Russ

Securities Agent: AL, FL, IL, IN, MA, MI, MO, MT, NC, NJ, NV, NY, OH, PA, SC, UT, WA; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Managed Futures

About Julius Cobb

Julius Cobb is the Business Development Manager for the Northern Ohio Western Pennsylvania Complex at Morgan Stanley Wealth Management. Julius has 13 years of experience in the financial services industry beginning his career at Wells Fargo Advisors as a Financial Advisor. His last role at Wells in 2019 was partnering with Financial Advisors as a Commodities and Futures Supervision Analyst before he came to Morgan Stanley as a Complex Risk Officer.

Originally from Saint Louis County, Missouri Julius graduated from Saint Louis University, a Jesuit university, in 2009 with a double major in Economics and Finance. He incorporates a Jesuit mantra “men and women for others” in his daily life. During his academic career he was an active member of Sigma Alpha Epsilon fraternity where he served as a recorder and fundraiser.

His Parents met as students at South East Missouri State University and married after graduation. His father Johnny, a reverend, and a real estate broker his mother Vi, a retired public-school teacher, and a real estate agent.

His hobbies include volunteering, cinema, NFL football, being a real estate investor and a technology enthusiast.

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2Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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4Alternative 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.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan 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, charitable giving, philanthropic planning and other legal matters.

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8Morgan 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, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are 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. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

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Awards Disclosures
CRC 6491812 04/2024