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.

  • 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 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
    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

    Greensboro, NC

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

    “Frozen” We are close to a record percentage of investors who are “neutral” on the outlook for stocks, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, which also coincides with a survey showing a record number of consumers saying they’re uncertain about the next 12 months. What’s behind this uncertainty?

    “We Think US Stocks Are Going Higher”  Adam Parker, chief US equity strategist for Morgan Stanley & Co. lifted his 12-month S&P 500 forecast based not on higher earnings, but higher price/earnings ratios.

    “The Gender Advantage” Companies that score well in gender diversity also tend to do well for those who invest in them, according to studies by Morgan Stanley & Co. analysts.

    • Plus, look for more on equities, fixed income and a Q&A with John Bellows of Western Asset Management and former assistant US Treasury secretary. 

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

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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

NMLS#: 1339276

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Awards Disclosures

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