Bruce R. Rob Pipin

About Bruce R. Rob Pipin

A veteran of the financial services industry, Rob Pipin has been a member of Morgan Stanley Smith Barney since 2003. Rob is a Senior Vice President of the firm as well as Senior Investment Management Consultant. He is primarily involved in financial consulting and investment management for high net worth individuals and their families. He continues to be named on the Five Star Wealth Manager list annually (20••••23). Whether your goal is to have the retirement of your dreams, purchase a vacation home or fund your children’s or grandchildren’s education, we can work together to create a personalized wealth management strategy that will help you prepare for a successful financial future. Using our personalized wealth management process, we can work with you to help you gain a better understanding of how to prioritize and achieve your financial goals. Together, we can: • Define and analyze your goals and ascertain what they will require from a financial perspective • Examine your current financial situation, including your net worth, income, investments and asset allocation • Uncover potential shortfalls and illustrate ways to help address them • Customize an asset allocation strategy to help you achieve your objectives Professional Experience: I am Series 7 licensed as well as Series 63 and Series 65 A good portion of my time is spent doing LifeView® Planning for folks so there is a written plan on how to help achieve financial as well as personal goals. Offer Alternative Investments such as Private Equity, Hedge Funds, Managed Futures, Structured Products, etc. where appropriate to higher net worth clients Work very close with folks in transition, typically having at least 1 million dollars in investable assets who need help rolling over old 401k\'s, IRA\'s, etc. so there is a clear \"plan of attack\" of how best to replace income in Retirement. Please check out the High Tide Group website: https://advisor.morganstanley.com/the-high-tide-group

Experience

1. Senior Vice President-wealth Management Financial Advisor

   Morgan Stanley

   May 2003 — Present · Chicago, IL, US

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Education

• Hope College

  Bachelor of Arts