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Featured Executive

 

Rob Snow, Morgan Stanley Financial Adviser

Executives are chosen for their commitment to their communities, their professions, and to helping their neighbors improve their lives.

Throughout his 20+ years in the financial industry, Rob Snow has navigated his way through major shifts in the markets. In his career as a leading financial executive, Rob has perfected the proven success systems to help his clients achieve their best life.

Rob Snow is a certified financial planner with Morgan Stanley in Houston, Texas. He is a member of the Cornerstone Financial Group of Morgan Stanley who specializes in formulating strategies suited to investor needs. 

 

Rob Snow has worked for Morgan Stanley since June 1, 2009. Over his 20-year career in the securities industry, Rob Snow has worked for five other firms:

 

  • Citigroup Global Markets Inc. (CRD#: 7059)
  • UBS Financial Services Inc. (CRD#: 8174)
  • Morgan Stanley DW Inc. (CRD#: 7556)
  • Roan-Meyers Associates, LP (CRD#: 34171)
  • LCP Capital Corp. (CRD#: 14469) 

 

Financial expertise the Cornerstone Financial Group provides:

 

  • Financial Planning
  • Wealth Management
  • Professional Portfolio Management
  • 401(k) Rollovers
  • Retirement Planning
  • LGBT Planning Services
  • Philanthropic Management

 

Since joining Morgan Stanley,  Rob Snow has risen to the role of Senior Vice President and Financial Adviser. Rob also provides on-going education and leads his team in understanding new technologies and opportunities.

 

What does it mean to be a certified financial planner? The CFP® mark identifies an individual who has met the rigorous training and ethical requirements of the CFP Board, has successfully completed financial planning coursework and has passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.