Verified recordFinancial Services

Robert Randolph

Senior Vice President, Financial Advisor, Senior Portfolio Manager at Morgan Stanley

Based in Raleigh-Durham-Chapel Hill, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Raleigh-Durham-Chapel Hill

Industry

Financial Services

Company size

100K

Contact information

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Email

1 credit

r•••••••@morganstanley.com

Phone

5 credits

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Background

About Robert Randolph

Bob Randolph is Financial Advisor to a select group of families and individuals to help them manage the risks of their financial blind spots. Bob is a founding member and part of a six person team known as the Paladin Group at Morgan Stanley. With nearly a century of collective experience* in the financial services industry, The Paladin Group helps their clients make smart decisions to help maximize the probability that their money will serve the people, causes and dreams they cherish. After careful discovery and planning, they work collaboratively with their clients to properly address these essential financial needs: •Managing assets and liabilities to help preserve their unique way of life by helping to maximize cash flow and manage taxes. •Assessing and striving to manage financial risks •Transferring their wealth to loved ones and cherished causes while seeking to protect both from predators and creditors- The Paladin Group at Morgan Stanley: Robert Randolph, 34 Years with Morgan Stanley; Vann Russell, 23 Years with Morgan Stanley; Bill Nave, 8 Years with Morgan Stanley; Ginny Whitley, 19 Years with Morgan Stanley; Erin Beavers, 5 Years with Morgan Stanley; Mita Kapila 5 Years with Morgan Stanley *For more information about individual years of experience please visit our website at: https://advisor.morganstanley.com/the-paladin-group

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