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 July On the Markets from the Global Investment Committee featuring

    “Moving Forward  This has been an exciting year for investors, but in a bad way: higher volatility without much return. Some of that comes from political developments, which, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, are difficult to analyze from an investment standpoint. Still, economics can be quantified, and Wilson notes that global growth likely bottomed months ago and important indicators are pointing upward.

    “Beyond the Brexit Vote"  UK voters surprised pundits and shocked financial markets when they voted to leave the European Union. While breaking away could take years, the markets typically don’t like such uncertainty.

    “Financials—A Catch-Up Value Opportunity”  Value stocks have been ascendant this year, but financials—the largest sector in the value indexes—so far have not participated. However, in our view, the stage is now being set. 

    • Plus, look for more on the 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.

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, 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.
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Awards Disclosures

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