Robert Klein
Associate Vice President Financial Advisor at Morgan Stanley
Based in Miami-Fort Lauderdale, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Miami-Fort Lauderdale
Industry
Financial Services
Company size
100K
Contact information
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r•••••••@morganstanley.com
Phone
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Background
About Robert Klein
Financial services professional with over 30 years experience focused on client relationships to assist in pre-retirement and post-retirement financial planning. Experience in providing investment strategies tailored to clients investment needs and objectives including individualized portfolios, asset allocation, strategic investing, retirement planning, IRAs, investment management, capital markets, equities, fixed income and lending solutions. Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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