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.
- The Greensboro North Carolina Chapter of the Society for Financial Services Professionals
- Financial Planning Association
- Society For Financial Service Professionals
- Wealth Management
- Business Succession Planning
- Family Consulting
- Asset Management
- Estate Planning
- B.A. - Psychology, 1974
University of North Carolina
- B.S. - Business Administration, 1976
University of North Carolina
- Certified Financial Planner
- Financial Planning Specialist Designation
- CPA License, 1983
NC Board of Accountancy
- Series 7 & 63, 1987
- Series 65 - Investment Advisory Agent, 1991
- Life and Health Insurance Licenses
- Retirement Income Certified Professional
- Item One
- Item Two
- Item Three
- Present: Morgan Stanley*
CERTIFIED FINANCIAL PLANNER
- 1993: Shearson Lehman Brothers
- 1990: JC Bradford & Company
- 1987: Robertson, Neal & Company
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.
Michael A. Robertson holds the following registrations:
Securities Agent: CO, DE, FL, GA, KY, MD, MI, MS, NC, NY, OH, OR, SC, TN, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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.
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: http://www.morganstanley.com/disclaimers/mssbemail.html
. Any profiles and associated content are for U.S. residents only
*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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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 Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.