The Triangle Team - Morgan Stanley Team - Raleigh, NC
Morgan Stanley
The Triangle Team
at Morgan Stanley
Portfolio Management Group
700 Spring Forest Road
Suite 200
Raleigh, NC 27609
tel: (919) 877-2400
toll-free: (800) 648-5571
fax: (919) 877-2500
Robert A. Warren, Jr.
Robert A. Warren, Jr., CFP, CIMA
Senior Vice President
Financial Advisor
Senior Investment Management Consultant
tel: (919) 877-2437
toll-free: (800) 648-5571
fax: (919) 877-2500
Professional Details
  • 1976 - present: Morgan Stanley*
    Senior Vice President
  • BA - Economics
    University of North Carolina
    Chapel Hill, NC
  • Certified Investment Management Analyst
    The Wharton School of Business
  • Certified Financial Planner
    College for Financial Planning
  • Association of Professional Investment Consultants
Robert A. Warren, Jr., CFP , CIMA  holds the following registrations:
BM/Supervisor; Securities Agent: AL, AZ, CA, CT, DC, FL, GA, HI, IL, MA, MD, MO, NC, NJ, NY, OR, PA, SC, UT, VA, WV; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Charles E. Bell III
Charles E. Bell III, CFP
Second Vice President, Wealth Management
Financial Advisor
Financial Planning Specialist
Senior Portfolio Manager
tel: (919) 877-2438
toll-free: (800) 648-5571
fax: (919) 877-2500

View my profile on LinkedIn
Professional Details
  • 1993 - present: Morgan Stanley*
    Second Vice President
    Raleigh, NC
  • BS - Business Administration
    University of North Carolina
    Chapel Hill, NC
  • Certified Financial Planner
    College for Financial Planning
  • Association of Professional Investment Consultants
    Member
Charles E. Bell III, CFP  holds the following registrations:
Securities Agent: AL, AZ, CA, CT, DC, FL, GA, HI, IL, MA, MD, MO, NC, NY, OR, PA, SC, VA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Joseph F. Cretella
Joseph F. Cretella, CFP
Financial Advisor
Investment Management Specialist
Financial Planning Specialist
tel: (919) 877-2405
toll-free: (800) 648-5571
fax: (919) 877-2500

View my profile on LinkedIn
Professional Details
  • 2000 - present: Morgan Stanley*
    Financial Advisor
  • 1989 - 2000: Paine Webber, Inc.
    Administrative Manager
    Financial Advisor
  • BS - Criminal Justice
    University of New Haven
    Connecticut
  • Certified Financial Planner
    College for Financial Planning
Joseph F. Cretella, CFP  holds the following registrations:
BM/Supervisor; Securities Agent: AL, AZ, CA, CT, DC, FL, GA, HI, IL, MA, MD, MO, NC, NY, OR, PA, SC, VA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;

Anne L. Cretella
tel: 919.877.2433
fax: 919.877.2500
Professional Details
  • 31 Years at Morgan Stanley*
  • Series 7 - NYSE/NASD General Securities License
  • Series 63 - Uniform State License
  • Graduate of North Carolina State University

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