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Robert Vaughan Email & Phone Number

Private Wealth Advisor at Morgan Stanley at Morgan Stanley
Location: San Francisco Bay Area, United States 3 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Private Wealth Advisor at Morgan Stanley
Location
San Francisco Bay Area, United States
Company size

Who is Robert Vaughan? Overview

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Quick answer

Robert Vaughan is listed as Private Wealth Advisor at Morgan Stanley at Morgan Stanley, a with 501 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Robert Vaughan.

Robert Vaughan previously worked as Senior Vice President, Private Wealth Advisor at Morgan Stanley and Business Development at Apttus. Robert Vaughan holds Ba, Economics from University Of Arizona.

Company email context

Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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Profile bio

About Robert Vaughan

Rob Vaughan is a Private Wealth Advisor based in Morgan Stanley’s Silicon Valley office in Menlo Park, California. Collaborating with four business partners and a dedicated team of eight associates*, Rob seeks to provide wealth management strategies tailored to a clientele of entrepreneurs, executives, venture capitalists, and family offices.Rob's experience has earned him notable recognition, including being named a Forbes America's Top Next-Gen Advisor (2024) and a Forbes Best-In-State Wealth Advisor for California (2024) by Forbes Magazine. His team has also garnered national recognition as one of the top wealth management practices in the country. Recent accolades include Forbes America's Top Wealth Management Teams (2024) and Barron's Top 250 Private Wealth Management Teams (2024).In his role, Rob focuses in investment management, portfolio construction, alternative investments, concentrated stock positions, including 10b5-1 plans and diversification strategies.A San Francisco Bay Area native, he holds a Bachelor of Arts degree in Economics from the University of Arizona and completed the CPWA® Certificate Program at the Yale School of Management. He also holds Series 7 and 66 registrations. Within the community, Rob mentors aspiring entrepreneurs through BizWorld’s Young Entrepreneur Success Program (YES!).2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC for the period 3/31/23 - 3/31/24. 2024 Forbes America's Top Wealth Advisors & Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23. 2024 Forbes America’s Top Wealth Management TeamsSource: Forbes.com (Awarded Nov 2024) Data compiled by SHOOK Research LLC for the period 3/31/23-3/31/24. 2024 Barron's Top 250 Private Wealth Management Teams​Source: barrons.com (Awarded May 2024) Data compiled by Barron's for the period Jan 2023-Dec 2023. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.*Visit our website for more info on team members and their functional titles https://advisor.morganstanley.com/the-chase-group

Listed skills include Sales, Enterprise Software, Salesforce.Com, Microsoft Dynamics, and 28 others.

Current workplace

Robert Vaughan's current company

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Morgan Stanley
Morgan Stanley
Private Wealth Advisor at Morgan Stanley
New York City
Employees
501
AeroLeads page
3 roles

Robert Vaughan work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Private Wealth Advisor

Current

New York, Ny, Us

Menlo Park, CA (2020-Present)New York City, NY (2017-2020)"© 2024 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 social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-chase-group. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Diversification does not guarantee a profit or protect against loss in a declining financial market.NMLS# 1764845

Oct 2017 - Present

Business Development

Apttus
Aug 2014 - Jun 2017
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

2 education records

Robert Vaughan education

Ba, Economics

University Of Arizona

Education record

Saint Francis High School
FAQ

Frequently asked questions about Robert Vaughan

Quick answers generated from the profile data available on this page.

What company does Robert Vaughan work for?

Robert Vaughan works for Morgan Stanley.

What is Robert Vaughan's role at Morgan Stanley?

Robert Vaughan is listed as Private Wealth Advisor at Morgan Stanley at Morgan Stanley.

What is Robert Vaughan's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Robert Vaughan at Morgan Stanley.

Where is Robert Vaughan based?

Robert Vaughan is based in San Francisco Bay Area, United States while working with Morgan Stanley.

What companies has Robert Vaughan worked for?

Robert Vaughan has worked for Morgan Stanley, Apttus, and Makena Capital Management, Llc.

Who are Robert Vaughan's colleagues at Morgan Stanley?

Robert Vaughan's colleagues at Morgan Stanley include Len Schneiderman, John Parker Wilson, Eiji Alex Ieno, Dan Caron, and 汤世稳.

How can I contact Robert Vaughan?

You can use AeroLeads to view verified contact signals for Robert Vaughan at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Robert Vaughan attend?

Robert Vaughan holds Ba, Economics from University Of Arizona.

What skills is Robert Vaughan known for?

Robert Vaughan is listed with skills including Sales, Enterprise Software, Salesforce.Com, Microsoft Dynamics, Saas, Lead Generation, Cloud Computing, and Crm.

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