The Roberts Group - Morgan Stanley Team - Lawrenceville, NJ
Morgan Stanley
The Roberts Group
at Morgan Stanley
1200 Lenox Drive
Suite 300
Lawrenceville, NJ 08648
tel: (609) 844-7911
toll-free: (888) 735-3885
fax: (201) 204-0714
Gregory J. Roberts
Welcome

The Roberts Group at Morgan Stanley is an advisory group specializing in wealth accumulation and retirement income and distribution strategies servicing clients for over 25 years.  The Roberts Group focuses on serving attorneys, doctors, non-profit foundations, associations, 401(k), Pension & Profit-Sharing Plans, and high net worth individuals. Our vision is to be an "Essential Advisor" to our clients offering a personalized experience with access to the vast resources of Morgan Stanley*.

Our group is committed to providing clients with customized and objective wealth management strategies designed to help give our clients a greater degree of confidence in their financial lives and strive to provide them with income stability into their retirement. Effectively managing market risk and seeking favorable investment returns requires proper focus, experience, and discipline.  Our strategy is designed to adapt to a changing environment and our experience and long-term focus add perspective to our investment selection process, helping us to achieve our clients’ long-term financial goals.




Bulletin Board
  • Recipient of 2014 New Jersey 5 Star Wealth Managers Award

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  • See July On the Markets from the Global Investment Committee featuring

    • "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.

    • "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.

    • "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.

    Plus, look for more on economics, equities, fixed income investments and commodities.

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.
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