Robert Moreira work email
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Portfolio ManagerFinancial AdvisorFinancial Planning Specialist NJ Life, Accident and Health Insurance CertifiedNMLS #1388014
Morgan Stanley
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Financial Advisor, Portfolio Manager, Financial Planning SpecialistMorgan Stanley Jun 2013 - PresentParamus, New JerseyRobert Moreira is a Financial Advisor who started his career at Morgan Stanley a decade ago in 2013. Robert seeks to forge strong relationships with his clients by acknowledging their long-term financial goals. He has a widespread view of the markets and uses all resources of Morgan Stanley to ensure the best experience for all his clients. Robert's title of Financial Planning Specialist, allows him to help develop effective plans which considers the entirety of a client's financial health and standing. Robert takes pride in providing first-rate service and a building a long term relationship with his clients.Robert grew up working in a family restaurant, which provided valuable interpersonal skills and an appreciation for hard work. After attending Don Bosco Prep High School, Robert continued his higher education at Providence College where he earned a degree in Business Economics. He worked for the Providence College Friars Hockey Team while at PC and continues a strong alumni network connection, by coaching hockey at Don Bosco.Robert lives in New Jersey with his wife Jaclyn and their dog Lola. Outside of work, Robert enjoys spending time with his family and following his college sports teams. He has a passion for Hockey and is an avid New Jersey Devils fan. He enjoys traveling and summers at the jersey shore.©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.htmlNMLS#: 1388014
Robert Moreira Education Details
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Business Economics With A Minor In Finance -
Don Bosco Preparatory High SchoolHigh School Diploma
Frequently Asked Questions about Robert Moreira
What company does Robert Moreira work for?
Robert Moreira works for Morgan Stanley
What is Robert Moreira's role at the current company?
Robert Moreira's current role is Financial Advisor with The Lighthouse Group at Morgan Stanley | Portfolio Manager | Financial Planning Specialist.
What is Robert Moreira's email address?
Robert Moreira's email address is ro****@****ley.com
What is Robert Moreira's direct phone number?
Robert Moreira's direct phone number is +191425*****
What schools did Robert Moreira attend?
Robert Moreira attended Providence College, Don Bosco Preparatory High School.
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