Robert T. is a Vice President and Financial Advisor at Morgan Stanley, where they co-lead The Three Pillars Group in the 10b5-1 Preset Diversification business, overseeing customer success and client engagement. Since joining Morgan Stanley in 2016, Robert has focused on managing the Three Pillars Group’s processes and enhancing internal communications within the Executive Financial Services division. They entered the Financial Advisory Associate program in 2020 to deepen their investment management and financial planning expertise, which they plan to complete in 2023. Originally from Foster City, Robert now resides in Century City, Los Angeles, and holds a B.S. in Business Administration with an emphasis in Marketing from San Francisco State University.
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