Whether your goals are to accumulate wealth, invest for income, solidify your retirement plan, or devise a distribution approach that meets your lifestyle, we are here to offer support and advice along the way. With over 45 years of combined experience (Bob Ryan – 22 years, Craig Lewis – 22 years, Adrian Wong - 5 years), each financial advisor at Morgan Stanley’s RGL Group provides first-class service with the focus on being one of the world’s premier wealth advisory group. Our wealth management team utilizes Morgan Stanley’s vast resources to guide high net-worth clients through both personal and business life cycles.
Bob Ryan is a CERTIFIED FINANCIAL PLANNER (Northeastern University’s D’Amore-McKim School of Business), CERTIFIED INVESTMENT MANAGEMENT ANALYST (University of Pennsylvania’s Wharton School of Business) as well as a CERTIFIED PRIVATE WEALTH ADVISOR (University of Chicago’s Booth School of Business). Furthermore Craig Lewis is an Executive Financial Services Director, allowing us to take a dynamic and personalized approach to formulate strategies suited to your needs.
As members of Morgan Stanley’s select Professional Alliance Group, The RGL Group is uniquely positioned to partner with Certified Public Accountants to assist them in providing comprehensive financial planning and asset management services for their clients.
Our Investment Philosophy:
We believe in low volatility compounding and rebalancing time to time will reduce volatility and enhance yield. We seek opportunity to participate in the market’s upside potential and reduce exposure in a significant downturn.
Let the RGL Group at Morgan Stanley monitor your financial progress so that you can spend time with the people and interests you love most.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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