Bob Manning

Bob Manning Email and Phone Number

Managing Director, Financial Advisor at Morgan Stanley @
Bob Manning's Location
Greater Philadelphia, United States
About Bob Manning

You may know my name or my voice --I provide daily market reports on KYW NEWSRADIO 1060 AM in Philadelphia. But that is a supplement to the core of my career -- I have spent 40 years providing wealth management services to a select group of clients in the Philadelphia area. My practice has a dual focus – first, I serve high net worth individuals reaching retirement, managing their lump sum distributions and/or IRA rollovers to create an income plan for retirement. Second, I work with attorneys – help provide wealth management services to their individual clients and trusts, and also comprehensive wealth management to individual attorneys and their firms.These two areas of experience allow me to craft specific, tailored solutions that reflect my understanding of the particular issues my clients face. My clients prefer to work with an advisor who has a concentration in their areas of need.I am an avid runner, and always have been.I am a survivor of skin cancer. To combine my passion for finding a cure with my love of running, my wife and I founded, organized and continue to run an annual road race in Avalon, N.J. called " The AYC Run From the Sun 5K." In the years since we began this 5K road race, we have raised more than $120K that has been donated to skin cancer research and treatment.I am also deeply invested in youth sports. I coached baseball, softball and basketball for 15 years, and am still called “Coach” by many of my former players around town. Villanova basketball and Notre Dame football are passions!Areas of focusIncome planning for retirementLump sum distributions, IRA rolloversFinancial planning for high-net worth individuals and trustsComprehensive wealth management for attorneys and their firmsPartnerships with attorneys to serve their clientsMarket reporting: deliver daily market reports on KYW NEWSRADIO 1060 AM radioStrategic Financial Planning, Series 7, Alternative Investments, Retirement Planning, Wealth Management Services

Bob Manning's Current Company Details
Morgan Stanley

Morgan Stanley

Managing Director, Financial Advisor at Morgan Stanley
Bob Manning Work Experience Details
  • Morgan Stanley
    Managing Director/Financial Advisor
    Morgan Stanley Sep 1983 - Present
    Greater Philadelphia Area, United States
    Disclosures: © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually… Show more Disclosures: © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-philadelphia-legacy-team. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives.Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.NMLS#: 1285350 Show less

Bob Manning Education Details

  • Villanova University
    Villanova University
    Accounting

Frequently Asked Questions about Bob Manning

What company does Bob Manning work for?

Bob Manning works for Morgan Stanley

What is Bob Manning's role at the current company?

Bob Manning's current role is Managing Director, Financial Advisor at Morgan Stanley.

What schools did Bob Manning attend?

Bob Manning attended Villanova University.

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