Welcome
Robert L. Moon is a Senior Advisor in the Smith Barney Citigroup Family Office. The group consists of 40 accredited advisors, out of a brokerage force of 12,500 and is designed to work with high net worth individual executives at public corporations.
We focus on helping executives manage their employee stock options and their restricted stock. We strive to develop a reputation of efficiency and reliability, and senior executives confidently delegate their work in these areas to us. Finally, we assist them in structuring well-diversified portfolios, helping them to further reduce their risk as well as accumulate wealth.
The strength of our approach in this market is witnessed by our relationships with 65 households of at least $1,000,000.00.
BULLETIN BOARD
- Ask us about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
- The Global Investment Committee meets regularly to discuss changing global market conditions and the impact on asset allocation recommendations provided to clients.
- Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery on smithbarney.com.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Citi Family Office is a business of Citigroup Inc., and it provides clients with access to a broad array of bank and non-bank products and services through various subsidiaries of Citigroup, Inc.
Citi Family Office is not registered as a broker-dealer or as an investment advisor. Brokerage services and/or investment advice are available to Citi Family Office clients through Citigroup Global Markets Inc., member SIPC. All references to Citi Family Office Financial Professionals refer to employees of Citibank, N.A. or Citigroup Global Markets Inc. Some of these employees are registered representatives of Smith Barney, a division of Citigroup Global Markets Inc., that have qualified to service Citi Family Office clients.
Citigroup Global Markets Inc. and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.