First Vice President, Financial Advisor, Portfolio Manager at Morgan Stanley
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. You will have access to some of the world’s most seasoned and respected investment professionals, a premier tra
ding and ex*****on platform and a full spectrum of investment choices. Robert Roast, works with clients on understanding their unique financial situations and future objectives, and using this understanding he works to build long-term financial strategies and plans designed to meet these objectives. With over 35 years of experience within the industry, Robert provides Portfolio Management, Wealth Transfer, Estate Planning Strategies and other financial services. Robert works closely with individuals and families along with entrepreneurs and business owners. Robert graduated from Curry College, and currently lives with his wife of 36 years in Morris Township, New Jersey. He is a member of the Rotary club and participates in many of their philanthropic endeavors, such as the Sponsored Exchange Students Youth Program and the Gift of Life Program.
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