Rob Roux

Rob Roux Email and Phone Number

Independent Financial Advisor @
Rob Roux's Location
Detroit Metropolitan Area, United States
Rob Roux's Contact Details

Rob Roux work email

Rob Roux personal email

About Rob Roux

Born and raised to a hard working family in Northville, MI I have been a Detroit area based Financial Advisor since 2008.I learned the importance of hard work and determination at the hands of my father. Being the youngest of four boys taught me the value of making my voice heard. The principles of being trustworthy, loyal and helpful were reinforced as I attained the rank of Eagle Scout. These are a few of the traits that drive me every day in serving my clients.Backed by the vast resources of Morgan Stanley, I take pride in providing the families and business owners I serve with a client-focused, customized approach towards helping them to reach their goals. Whether it’s a liquidity event, a transition in life or to initiate a financial strategy, I have the tools and experience to assist my clients every step of the way.WHAT CHARACTERIZES MY APPROACH?• I understand that wealth is built while focusing on the long term with patience and discipline. I believe managing risk through proper diversification is paramount to my clients success• I listen to the actual needs of my clients to formulate a comprehensive financial plan around their specific goals and desires while establishing a targeted personal rate of return• I work with the other trusted professionals in my clients lives to create integrated tax and estate planning strategiesWHAT DO I BELIEVE?• My relationships are built for the long term through honesty and integrity each and every day• Proper ongoing communication and immediate accessibility are important to my clients• Simplicity is the ultimate sophistication – DaVinciWHAT MAKES ME PROUD• My wife of 19 years Leah and our four children: Tony, Trisha, Sophia and Amara• Helping young boys become young men through my activity and leadership in the Boy Scouts InterestsCamping, Cooking, Gardening, Golf and Familyrobert.roux@morganstanley.com248-848-8017

Rob Roux's Current Company Details
Consolidated Financial

Consolidated Financial

Independent Financial Advisor
Rob Roux Work Experience Details
  • Consolidated Financial
    Financial Advisor
    Consolidated Financial Dec 2023 - Present
    Farmington Hills, Michigan, United States
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 2011 - Dec 2023
    Farmington Hills, Mi
    With 9 years experience in the business I realize that smart planning begins with asking the appropriate questions and knowing where to find the answers. The relationships I have with my clients are built on solid life-planning advice, as well as supplying access to the knowledge, experience and vast resources of Morgan Stanley. I help guide my clients in making well-informed decisions as they plan for retirement and in helping to find the income they will need to maintain the lifestyle they envision. After retirement, I continue to advise my clients as we seek to preserve their wealth and create a legacy for their children and grandchildren.Disclosures: © 2023 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.html
  • Ubs
    Financial Advisor
    Ubs Mar 2008 - Oct 2011
    Work with my clients to make better decisions with their investments and retirement planning. Helping my clients to define and plan for their future goals, wishes and needs.
  • Potomac Homes, Llc
    President
    Potomac Homes, Llc May 2002 - 2008
    Owner of a small residential building company. Specializing in affordable starter to first move up homes.

Rob Roux Education Details

  • Kalamazoo College
    Kalamazoo College
  • Detroit Catholic Central
    Detroit Catholic Central

Frequently Asked Questions about Rob Roux

What company does Rob Roux work for?

Rob Roux works for Consolidated Financial

What is Rob Roux's role at the current company?

Rob Roux's current role is Independent Financial Advisor.

What is Rob Roux's email address?

Rob Roux's email address is ro****@****ail.com

What schools did Rob Roux attend?

Rob Roux attended Kalamazoo College, Detroit Catholic Central.

What are some of Rob Roux's interests?

Rob Roux has interest in Marathon Running.

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