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Financial Advisor

Robert Bancroft

Morgan Stanley Wealth Management

Direct Connection

Robert Bancroft

No broker fees or commissions charged for standard direct introductions.

License & Certifications

CPA

Series 7

Series 63

Series 66

About

Wealth advisor focused on high-net-worth clients

Years of Experience

25+ Years Active

Role

Financial Advisor

License Status

Active and Verified

Disclosures

0

More to know

Team-based portfolio strategy

Core Specialties

Business Planning

College / Education Planning

Estate Planning

Financial Planning

Insurance Planning

Investment Management

Retirement Planning

Risk Management

Tax Planning

Wealth Management

Personal Background

Official Location & Contact

FIRM: Morgan Stanley Wealth Management

LOCATION: Scottsdale, AZ

EMAIL: Morgan Stanley Wealth Management

WEBSITE: https://advisor.morganstanley.com

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