The Rodman-Moore Group at Morgan Stanley

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The Rodman-Moore Group at Morgan Stanley

At the Rodman-Moore Group, we combine a tailored client approach with the world-class resources of Morgan Stanley to focus on clients’ lifestyle and legacy.

At the Rodman-Moore Group, we seek to combine a tailored client approach with the world-class resources of Morgan Stanley to help focus on clients' Lifestyle and Legacy. We strive to create a plan that satisfies your future needs without sacrificing the quality of your life today or tomorrow, while eliminating as much financial anxiety as possible. Retirement may comprise half of an adult life, an

d clients often don’t have a well-defined view of their golden years. Many aren’t prepared for the freedom and challenges it brings. So, beyond providing financial guidance, we help clients visualize their retirement—and understand the opportunities available— so they can better imagine how they want to spend the rest of their lives. By doing so, we’re trying to change the concept of what traditional retirement planning encompasses. Our Financial Advisors possesses an in-depth knowledge of financial planning, estate planning and capital markets. Our team includes a CERTIFIED FINANCIAL PLANNER® who's met rigorous education and training standards and has demonstrated a competency in comprehensive financial planning. Each plan we develop is different because each client is different. Simply put, we feel generic financial planning and asset allocation models aren’t in the best interests of our clients. Our group works with a broad range of clients, including corporate professionals, civil service workers, small business owners, multi-generational families and others. Many have been clients for decades. Most clients are either approaching retirement or already retired; we encourage prospective clients to consider retirement planning sooner than later. To provide an ideal level of personalized, attentive service, we limit the size of our clientele. We invite you to learn more about what our group offers and welcome the opportunity to have a conversation with you.

07/23/2025

How could the new tax law affect your investment strategy? Check out this article for insight on the risks and opportunities. https://livesocial.seismic.com/azjDBG

05/29/2025

In honor of 529 Day, learn more about saving for education costs and the tax advantages, flexibility and wide range of investment options that come with a 529 plan. https://livesocial.seismic.com/afs0W-

05/20/2025

What's in store for the markets and the economy for the rest of 2025? Join us Monday, June 2 as a panel of Morgan Stanley thought leaders discuss key themes, trends and potential opportunities impacting investors.

Register here: https://livesocial.seismic.com/aXMc05

05/12/2025

Markets are rallying on strong Q1 earnings and hopeful trade developments. Should you share the market's optimism? Here's one perspective: https://livesocial.seismic.com/aBx3WS

05/07/2025

I'm proud to share that Morgan Stanley is the newest official partner of F1 ACADEMY™ – an all-female racing series developing the next generation of future talent. Together, Morgan Stanley and F1 ACADEMY are empowering young women to pursue their passions and bold new futures for themselves in the world of motorsport.

04/30/2025

In this Q&A, Morgan Stanley's Head of Health and Wellness Education shares insights into aging in the era of longevity. https://livesocial.seismic.com/aYyiZi

04/23/2025

Happy Administrative Professionals Day to our outstanding Senior Registered Associate, Jennifer Cornforth. With over 30 years of experience, and dedication makes a difference every day. Thank you for everything that you do!

04/15/2025

Extreme market moves like the ones we've seen lately can be unnerving. Read the latest market commentary for strategies to consider: https://livesocial.seismic.com/aNSdLh

04/07/2025

The latest tariff news has deeply shaken markets. What could it mean for your portfolio? Here's the latest insight from our Global Investment Office. https://livesocial.seismic.com/adO_dr

04/01/2025

In uncertain markets, alternative investments may be useful. They can provide income, diversification and return potential. Let's discuss if any strategies make sense for you. https://livesocial.seismic.com/a0pmWn

03/25/2025

Eligible clients can now gain access to private markets opportunities once reserved for large institutional investors. Let's discuss how I can help you buy and sell private company shares via our Transaction Desk. Learn more: https://livesocial.seismic.com/aPZ1b-

Address

222 Central Park Avenue Suite 1800
Virginia Beach, VA
23462

Telephone

+17574932110

Website

https://advisor.morganstanley.com/rodman-moore-group

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