Robert Vaughan Email and Phone Number
Robert Vaughan work email
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Robert Vaughan personal email
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 TeamsSource: 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
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 501
- Company phone:
- (212)761-4000
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Senior Vice President, Private Wealth AdvisorMorgan Stanley Oct 2017 - PresentNew York, Ny, UsMenlo 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
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Business DevelopmentApttus Aug 2014 - Jun 2017
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Financial AnalystMakena Capital Management, Llc May 2013 - Aug 2013Menlo Park, California, Us
Robert Vaughan Skills
Robert Vaughan Education Details
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University Of ArizonaEconomics -
Saint Francis High School
Frequently Asked Questions about Robert Vaughan
What company does Robert Vaughan work for?
Robert Vaughan works for Morgan Stanley
What is Robert Vaughan's role at the current company?
Robert Vaughan's current role is Private Wealth Advisor at Morgan Stanley.
What is Robert Vaughan's email address?
Robert Vaughan's email address is rv****@****ona.edu
What schools did Robert Vaughan attend?
Robert Vaughan attended University Of Arizona, Saint Francis High School.
What skills is Robert Vaughan known for?
Robert Vaughan has skills like Sales, Enterprise Software, Salesforce.com, Microsoft Dynamics, Saas, Lead Generation, Cloud Computing, Crm, Erp, Team Leadership, Microsoft Excel, Corporate Finance.
Who are Robert Vaughan's colleagues?
Robert Vaughan's colleagues are Sheila Feeney, Puja Kumar, Katie Solovieva, Chandrakanta Rana, Lui Candiano, Mansoor Hayat, Karthik Reddy.
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