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Where do you want to end up? When do you want to get there? Maybe you imagine retiring young and finally taking that cycling trip through Europe. Or maybe you want to focus on growing your business for years to come––confident that you and your loved ones are financially protected from unexpected obstacles. Working with individuals, families, and business owners, I’ve spent my entire career empowering clients with investment insight and comprehensive guidance to help them overcome whatever obstacles they may face throughout the course of their lives. As a Certified Financial Planner® and Chartered Retirement Planning Counselor®, I can provide a wide-range of support for my clients covering everything from financial planning and asset allocation, to estate planning, retirement income planning, and more. Over the years, I helped clients navigate all kinds of markets –– bull, bear, and everything in between. I know what it means to execute a long-term plan for success, and I strive to help my clients do just that across two and even three generations.Outside the office, I live in Gloucester, MA with my wife of 25 years, Martha. Together we have two adult children, William and Emma. In my free time, I enjoy staying active with a few sets of tennis or a round of golf. And when it rains, I always appreciate the opportunity to catch up on my reading list, which always seems to be getting longer.For a second opinion about your current investments, or to talk about your goals, please call me at (978) 739-9620, or email me at Bradley.Roberts@morganstanley.com.Financial Planning | Portfolio Management | Tax Mitigation Strategies | Retirement Planning | Estate Planning Strategies| Liquidity Event Planning | Charitable Gifting Strategies | Cash Management and Lending SolutionsNMLS # 1270215
Morgan Stanley Wealth Management
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Senior Vice President, Financial Advisor, Portfolio Management DirectorMorgan Stanley Wealth Management Jun 1983 - PresentMiddleton, MassachusettsNMLS#: 1270215CA Insurance License #: 0G98118At The Endeavor Group at Morgan Stanley, our seven-member team represents generations from Baby Boomer to Gen Z. So when we take you on as a client, we truly are making a lifelong pact––to you, to your family, and to your legacy. For generations to come, we’ll be here to help preserve your future, achieve your objectives, and make your life easier on a day-to-day basis, in any way we can. © 2020 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to http://morganstanley.com/fa//bradley.roberts.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Bradley Roberts Skills
Bradley Roberts Education Details
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Tulane UniversityBachelor Of Science In Management
Frequently Asked Questions about Bradley Roberts
What company does Bradley Roberts work for?
Bradley Roberts works for Morgan Stanley Wealth Management
What is Bradley Roberts's role at the current company?
Bradley Roberts's current role is Senior Vice President, Financial Advisor, and Portfolio Management Director with The Endeavor Group at Morgan Stanley.
What is Bradley Roberts's email address?
Bradley Roberts's email address is br****@****ssb.com
What is Bradley Roberts's direct phone number?
Bradley Roberts's direct phone number is +197873*****
What schools did Bradley Roberts attend?
Bradley Roberts attended Tulane University.
What skills is Bradley Roberts known for?
Bradley Roberts has skills like Financial Services, Services, Wealth Management.
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