As a certified financial planner, Robert Snow has dedicated over two decades to delivering personalized investment planning services to clients. Whether they were beginning a relationship with his firm or broadening an existing one, he has consistently offered sound investment counsel based upon reliable research and a solid work ethic. Today, as senior vice president at Morgan Stanley Wealth Management in Houston, Texas, Robert specializes in wealth management, financial planning, retirement planning, municipal bonds, alternative investments, and 401(k) rollovers. However, his primary area of focus continues to be his commitment to provide customers with no less than superior service.
After graduating from the University of Houston in 1997, Robert moved to New York City to pursue his dream of working on Wall Street. He began his financial planning career with a private investment banking firm when he accepted a position in equity research. He later moved on to money management and then to financial planning. Robert spent a total of 16 years on Wall Street before returning home to Houston.
In 2003, Robert joined Morgan Stanley and has been a valued team member for over 15 years. In addition to his title of senior vice president, he also serves as the portfolio management director and manages over $600 million worth of investments. It is his responsibility to focus on the business owners and to help with the accumulation phase of their lives as they are making, remaking, or saving money. Then, he will later assist with the distribution phase when they reach their goal of obtaining multigenerational wealth and can spend what they have accumulated without continuing to work.
In fact, Robert’s niche is working with business owners and corporate c-suite people. He has built an esteemed reputation for his ability to help clients understand how to use restricted stock in the most efficient way so they will have liquidity in the future. However, no matter who he is working with, Robert’s focus is always on the client. “I don’t manage money for a lot of people, so I can take the time to understand each individual client’s objectives and family dynamic, which allows me to get fully involved in all aspects of planning,” says Robert. This type of individualized service is more difficult for a regular advisor who manages numerous accounts. Therefore, Robert would rather be “in tune with the futures” of his clients “and what they’re trying to accomplish” than to work with the masses.
In order to best serve his clients, Robert became a CERTIFIED FINANCIAL PLANNER™ and obtained license Series 7, 31, 63, and 65. He also holds the Life, Health, and Variable Annuities License as well as long-term care insurance. Because of his dedication, Robert was recognized by Texas Magazine as a Five Star Wealth Manager and was named Executive of the Month by Net Pinnacle.
Outside of work, Robert and his wife, Alexandra, are the parents of two beautiful daughters, Juliana and Victoria. Robert enjoys giving back to the community by volunteering at his daughters’ elementary school. He is an active member of The Dad’s Club, which raises money and helps maintain the school grounds.
Robert Snow, CFP®
Senior Vice President, Financial Advisor
Morgan Stanley Wealth Management
2800 Post Oak Boulevard, Suite 1800
Houston, Texas 77056
NMLS # 1282440