John A. Robinson - Morgan Stanley Smith Barney Financial Advisor

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Welcome Education Associations Experience Services

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Triangle Area Dental Services (T.A.D.S.)
Treasurer

Services

Financial Planning
401k Rollovers
Retirement Planning
Municipal Bonds
Wealth Management
Fixed Income
Cash Management
Estate Planning
Lending Services
Philanthropic Services
529 Plans

Education and Licensing

BA - Psychology, 1998
University of North Carolina Chapel Hill
Chapel Hill, NC
Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Financial Planning Associate Designation
Guided Portfolio Management Certification
Smith Barney Advisor Certified

Business Experience

Morgan Stanley Smith Barney FInancial Advisor Guided Portfolio Manager Financial Planning Associate Durham NC

FInancial Advisor
Guided Portfolio Manager
Financial Planning Associate
Durham NC
Patterson Dental Raleigh, NC

Raleigh, NC

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Do you have a concentrated position in one company's stock? If yes, call or email us to learn about things you can do to diversify and decrease risk.
I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.

John A. Robinson is licensed in the following state(s): AL, CA, CT, DC, FL, GA, HI, IL, MD, NC, NJ, NV, NY, SC, TN, VA

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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