Robert Zorich
Vice President, Financial Advisor, Senior Portfolio Manager at Morgan Stanley
- Role
- Vice President, Financial Advisor, Senior Portfolio Manager at Morgan Stanley
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Robert Zorich
If you are looking for personalized service and professional oversight - look no further - with 20+ years of experience and a Master of Science degree in Financial Planning, I will strive to provide the confidence necessary for you to go on enjoying life without having to worry about your financial well-being.I have helped my client\'s through several life changes including: building a home, retirement, loss of a spouse, converting assets from growth to income, estate planning strategies, and understanding Social Security and Medicare. Whatever your need, I am here to help you succeed.To best serve my clients, I continue to educate myself. I stay up-to-date on tax laws, news, and investments- which are monitored on a daily basis- to provide you the highest level of service.Areas of focus: Family Wealth Management, Business Retirement Plans, Business Succession Planning.Outside of work I enjoy skiing, hiking, bicycling, and horses.For more information, please visit my website.
Experience
Vice President, Financial Advisor, Senior Portfolio Manager
Jul 1995 — Present
Provide comprehensive wealth management to high-net worth clientele.Work with business owners in stock options and alternative tax efficient retirement strategies.Provide Lending Solutions.Disclaimers: © 2022 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: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.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. NMLS#: 12•••29
Education
College of Financial Planning
Master of Science
1999 — 2002
University of Washington, Michael G. Foster School of Business
Bachelor
1985 — 1987
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