The Legacy Circle Group - Morgan Stanley Team - Plano, TX
Morgan Stanley
The Legacy Circle Group
at Morgan Stanley
Portfolio Management Group
One Legacy Circle
7500 Dallas Parkway
Plano, TX 75024
toll-free: (877) 972-8979 
fax: (972) 943-7299
Robert L. Mitchell
Robert L. Mitchell
Senior Vice President, Wealth Management
Financial Advisor
Portfolio Management Director
tel: (972) 943-7254
toll-free: (877) 972-8979
fax: (972) 943-7299

View my profile on LinkedIn

Follow me on Twitter

Professional Details
  • April 2009 - Present:
    Morgan Stanley*
    Sr. Vice President – Wealth Management
    Portfolio Management Director
  • February 1992 - April 2009:
    Prudential Securities, Inc. (merged with Wachovia Securities, LLC (July 2003))
    Senior Vice President – Investments
  • March 1987 - February 1992:
    McDonald & Company Securities, Inc.
    First Vice President – Investments
  • February 1986 - March 1987:
    Texas Independent Bank, N.A.
    Vice President – Investments
  • March 1983 - February 1986:
    BancTEXAS Dallas, N.A.
    Vice President – Sales
  • Education and Licensing:
    University of Texas - Austin (1975-1979)
    BBA – Finance
    Series 7, 65, 63, 31
    Life, Health & Variable Annuity Insurance License
  • Honors and Recognition:
    Named Top 1000 Brokers – Barron’s
    Texas Monthly 2009 "Best in Client Satisfaction" award
    Masters Club
    President's Council
  • Associations:
    Board of Directors - City House (Plano, TX)
    St. Andrew UMC - SPRC Committee
Robert L. Mitchell holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, NC, ND, NJ, NM, NV, OK, OR, PA, RI, SC, TX, UT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Richard Barton
Richard Barton, CFP
Financial Advisor
Portfolio Manager
Financial Planning Specialist
tel: (972) 943-7261
toll-free: (800) 965-8207
fax: (972) 943-7299

View my profile on LinkedIn

Professional Details
  • July 2010 - Present:
    Morgan Stanley**
    Financial Advisor
  • 2006 - 2007:
    Raymond James Financial Services
    Financial Advisor
  • Education and Licensing
    MBA, Southern Methodist University
    BS - University of California, San Diego
    Exec. Leadership Program - Harvard Business School
    Series 7, 63, 66, 31
    Life, Health, Variable Annuity Insurance Licensed
  • Associations: Board of Directors - OU Club of Dallas
Richard Barton, CFP  holds the following registrations:
Securities Agent: AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MO, NC, ND, NJ, NM, OK, OR, PA, RI, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Jordan Kirk
Jordan Kirk
Financial Advisor
tel: (972) 943-7219
toll-free: (877) 972-8979
fax: (972) 943-7299

View my profile on LinkedIn

Follow me on Twitter

Professional Details
  • June 2012 - Present:
    Morgan Stanley
    Complex Business Development Manager
    Financial Advisor
  • Education & Licensing:
    University of Connecticut - Storrs
    BS - Finance
    Series 7, 66
    Life, Health & Variable Annuity Insurance License
Jordan Kirk holds the following registrations:
Securities Agent: AR, AZ, CA, CO, CT, FL, GA, IL, IN, MD, MI, NY, OH, OK, PA, TX; General Securities Representative; Investment Advisor Representative;

Arshad J. Nizam
Arshad J. Nizam
Financial Advisor
tel: (972) 943-7222
toll-free: (800) 965-8207
fax: (972) 943-7299
Arshad J. Nizam holds the following registrations:
Securities Agent: CA, DE, HI, NJ, NY, PA, SC, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Beth Hammans
Registered Client Service Associate
tel: (972) 943-7257

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
pp:7972 mp: 2796