Michael A. Robertson - Morgan Stanley Financial Advisor - Greensboro, NC
Morgan Stanley
Michael A. Robertson, CFP, RICP
Consulting Group
Vice President
Wealth Advisor
Senior Investment Management Consultant
Financial Planning Specialist
300 North Greene Street
Suite 1700
Greensboro, NC 27401
tel: (336) 271-4333
toll-free: (800) 456-0456 
fax: (336) 275-9214

I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

Associations
  • The Greensboro North Carolina Chapter of the Society for Financial Services Professionals
  • Financial Planning Association
  • Society For Financial Service Professionals
Services
  • Wealth Management
  • Business Succession Planning
  • Family Consulting
  • Asset Management
  • Estate Planning Strategies
  • Corporations
Education and Licensing
  • B.A. - Psychology, 1974
    University of North Carolina
    Greensboro, NC
  • B.S. - Business Administration, 1976
    University of North Carolina
    Greensboro, NC
  • Certified Financial Planner
  • Financial Planning Specialist Designation
  • CPA License, 1983
    Greensboro, NC
    NC Board of Accountancy
  • Series 7 & 63, 1987
    Greensboro, NC
    Security Licenses
  • Series 65 - Investment Advisory Agent, 1991
    Greensboro, NC
  • Life and Health Insurance Licenses
  • Retirement Income Certified Professional
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1993 - Present: Morgan Stanley*

    Vice President
    CERTIFIED FINANCIAL PLANNER
    Greensboro, NC
  • 1991 - 1993: Shearson Lehman Brothers

    Financial Advisor
    Greensboro, NC
  • 1987 - 1990: JC Bradford & Company

    Account Executive
    Greensboro, NC
  • 1976 - 1987: Robertson, Neal & Company

    Partner
    Greensboro, NC

Bulletin Board
  • See May On the Markets from the Global Investment Committee featuring

    “It’s Different This Time—Really” In 2015, financial assets got off to good start but faded by summer. Will the same thing happen in 2016? Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, goes through the reasons why the market’s underpinnings are much better now than at this time last year.

    “MLPs Could Be a Catch-Up Trade” The oil price bust was brutal for midstream master limited partnerships, but with prices off their lows and showing signs of stability, it’s time to consider them, writes Vijay Chandar, market strategist at Morgan Stanley Wealth Management.

    “This Veteran Investor Sees Bargains in Financials” Veteran investor Christopher Davis of Davis Funds says financial companies’ 10 years of underperformance now present an unprecedented opportunity.

    • Plus, look for more on equities, bonds and alternative investments.

  • Learn about the exciting client loyalty benefits available to eligible clients and their families through Morgan Stanley’s Reserved Living & Giving program previewmsreserved.com.

Michael A. Robertson holds the following registrations:
Securities Agent: CO, DE, FL, GA, KY, MD, MI, MS, NC, NY, OH, OR, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1339276

This 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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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