Melanie Regner

About Melanie Regner

A commitment to excellence. That’s how I define my personal mission to the busy…

Experience

1. Senior Vice President Dedicated Equity Plan Specialist Financial Advisor

   Morgan Stanley

   Aug 2011 — Present · Raleigh, NC

   Over the years, I have built a successful practice, advising high net worth individuals and families on how to better understand and manage their total financial picture. As co-founder of The RHO Group, I believe managing wealth should be based on a strategy that is easy to understand and easy to implement. Through a goals-based process and world-class resources, my colleagues and I work diligently to provide our clients with clarity and confidence about their finances, so they may enjoy their wealth.The solutions we recommend are carefully coordinated to provide the knowledge and insights needed to help you succeed in today’s fast-paced world. We are skilled at working closely with your other wealth professionals – such as your CPA, estate and/or business attorney and insurance professionals – and can recommend qualified local professionals should you need one.I am proud of the services we provide our clients and welcome the opportunity to deliver this same level of excellence to you and your loved ones.Disclosures: ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC 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 LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: more information on the designation(s) listed above, go to: Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee, but it will provide access to trust services through an appropriate third‐party corporate trustee.NMLS#: 557424