Rob Heiser

Financial Advisor at Morgan Stanley

Role
Financial Advisor at Morgan Stanley
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rob Heiser

Areas of focus: Valuation, Investments, Alternative Investments, Portfolio Management, Microsoft Excel, Asset Management, Finance, Disposition, Equities, Budgets, Financial ReportingInterests: Golf, Hunting, Traveling

Experience

  1. Financial Advisor

    Morgan Stanley

    Apr 2012 — Present · Austin, TX, US

    Disclosure©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 12•••60

Education

  • Southern Methodist University - Cox School of Business

    Master, MBA Finance

    2009 — 2011

  • The University of Texas at Austin

    Bachelor of Arts Administration, Corporate Communication; Government

    2002 — 2006

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Rob Heiser — Financial Advisor at Morgan Stanley in Austin, TX, US | Unifers