Robert Mike Email & Phone Number

It’s 7:15am and you are catching up on email before your first of many wall-to-wall meetings and conference calls begin for the day. If you are lucky you’ll get to see your family for a late dinner. Your most precious commodity is time, and there is never enough. You are successful, have mostly done the right things, and are being rewarded accordingly. You are saving for your family’s future, but are you doing enough? Your kids’ think you are a walking cash register, your parents are aging, and at some point you will probably have to take care of both. You haven’t looked at your 401(k) or your other investments in six months. Who has the time? You need advice, and you need a plan. That’s what I do…Over the last twenty-plus years in my career I have had experience in Equity and Fixed Income Investment Selection, Options, Risk Analysis and Management, Multi-Generational Estate Planning Strategies, Retirement Planning, and Financial Planning. I primarily serve high net worth and ultra-high net worth individuals, families, and businesses. Please contact me if I can be of assistance at robert.mike@morganstanley.com or 585.264.5817.