Our Story
Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
ROBERT L. MOONSenior Vice President – Wealth Management
Senior Advisor, Citigroup Family Office
Robert and his team, The Moon Group at Smith Barney, serve a wide range of clients with diverse investment needs and profiles. Specifically, The Moon Group focuses on tailoring investment strategies for high net worth individuals, foundations, and complex estate trusts. He has a retention rate of over 95% over his fourteen-year career.
Robert designs fluid and dynamic financial plans for Senior Executives at public companies. He is experienced in risk management strategies for executives who are overexposed to their company’s stock. Robert’s focus includes tailored loans, estate and trust planning, charitable gifting and asset management for ultra-wealthy individuals. His strength is finding innovative solutions to unique challenges faced by Ultra High Net Worth clients.
Robert received a M.A. from University of Pittsburgh with a concentration on international finance and economics. Through his work at the U.S. Library of Congress’ prestigious Congressional Research Service, he is a published author of over a dozen congressional reports on various aspects of the budget and appropriations process.
In 2004, Robert was appointed by Smith Barney management to the Director’s Advisory Group (DAG), which is designed to represent the views of the 13,500 Financial Advisors in the firm’s policymaking process. More recently, he was elected Co-Chair of the DAG.
In 2005, Robert was one of nearly 400 Financial Advisors to attend the invitation only “Top Advisors Summit” hosted by Barron’s magazine and R.J. Shook, author of “The Winner’s Circle” books rating America’s top Financial Advisors. Robert is also a member of the Director’s Council at Smith Barney, which is composed of the top 5% of the firm’s Financial Advisors.
1 Citigroup 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.
Citigroup Family Office is not registered as a broker-dealer nor as an investment advisor. Brokerage services and/or investment advice are available to Citigroup Family Office clients through Citigroup Global Markets Inc., member SIPC, and Citicorp Investment Services, member NASD/SIPC. All references to Citigroup Family Office Financial Professionals refer to employees of Citibank, NA, Citigroup Global Markets Inc. and/or Citicorp Investment Services. Some of these employees are registered representatives of either Smith Barney, a division of Citigroup Global Markets Inc., or Citicorp Investment Services that have qualified to service Citigroup Family Office clients.
Citigroup Global Markets Inc., Citicorp Investment Services, and Citibank, NA are affiliated companies under the common control of Citigroup Inc.
Citigroup Global Markets Inc., Citicorp Investment Services, and Citibank, NA are affiliated companies under the common control of Citigroup Inc.
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.