Robert Murrah Wills

About Robert Murrah Wills

Robert has been providing Morgan Stanley clients with comprehensive wealth management strategies and portfolio management since 2001. His focus is on guiding clients through portfolio construction and maintenance to help seek to achieve both short-term and long-term goals. Robert believes wealth and asset management involves much more than portfolio management. Robert coordinates the vast resources of Morgan Stanley and the hundreds of affiliates to help implement strategies and plans for clients. We encourage the coordination and communications with client\'s other legal and tax professionals. We focus on the mission that it all starts and ends with the client and knowledge of what the client needs. Planning Services include: •Financial Planning and Financial Goal Analysis •Retirement Planning Strategies •Insurance Planning Needs •Long Term Care Insurance •Cash Management and Lending Solutions Investments: •Equities •Fixed Income •Mutual Funds •Closed-End Funds •Unit Investment Trusts •IRAs •Annuities •Cash Management needs •Alternative Investments We work with you to help develop and monitor an individual portfolio that is tailored to your personal objectives. Our strategies provide customized portfolios that seek to help achieve client\'s specific needs. Disclaimers: 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 or consult with your Financial Advisor to understand these differences. Life insurance, Annuities, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates. Annuity contracts contain exclusions, limitations, reductions of benefits and terms for keeping them in force. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Experience

1. Vice President, Financial Advisor

   Morgan Stanley

   Apr 2001 — Present · Charleston, SC, US

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Education

• The University of Georgia

  B.A.

  1990 — 1994