Rob Wheatley, Cfp®, Cima® Email & Phone Number

Rob is a Wealth Management Associate on The Princi Group at Morgan Stanley. He is a graduate of Messiah University, is a CERTIFIED FINANCIAL PLANNER™, and earned the CIMA® designation (Certified Investment Management Analyst) from The University of Pennsylvania Wharton School of Business.The Princi Group works with business owners, top executives, high net worth individuals and families, and institutional clients to navigate wealth management challenges unique to each individual. We build a plan for each client centered around their specific needs. The Princi Group is the #1 ranked team in MA (Barron’s 2023), ranked #34 on Barron’s Top 100 Wealth Management Teams, ranked #2 in MA (Forbes 2023), and ranked #57 on Forbes Top 100 Wealth Management Teams. Prior to Morgan Stanley, Rob was a sales team leader at MFS investment management, one of the oldest asset management firms in the world. Originally from Winchester, MA, Rob is the fourth of five kids and currently resides in Boston’s Beacon Hill with his wife, Connor. Rob was a member of the men’s club hockey team in college and still enjoys staying active through a number of sports leagues, golf, tennis, and traveling with his family.https://advisor.morganstanley.com/the-princi-group-wealth-management

Listed skills include Highly Personable, Versatile Writer, Social Media, Social Media Integration, and 6 others.