Michael A. Robertson - Morgan Stanley Financial Advisor - Greensboro, NC
Morgan Stanley
Michael A. Robertson, CFP
Consulting Group
Vice President
Financial 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
Services
  • Wealth Management
  • Business Succession Planning
  • Family Consulting
  • Asset Management
  • Estate Planning
  • 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
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
  • 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, MS, NC, NY, OH, OR, SC, 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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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