Robert Snow

Robert Snow

I help my clients become financially proactive and achieve the best life possible with the money they have, while also offering them safe and effective ways to grow their money.

Website: https://advisor.morganstanley.com/the-cornerstone-financial-group
LinkedIn: https://www.linkedin.com/in/robert-snow-cfp%C2%AE-a2552a2/
Twitter: https://twitter.com/RobSnowCFPms
Others: https://medium.com/@robsnowcfp https://robsnowcfp.tumblr.com/ https://www.youtube.com/channel/UCnfXTo2KNS5Ijkd8d_ll07A?view_as=subscriber
Houston, TX 77043 USA
Accredited investor
Member since February 29, 2020
Quote
Senior Vice President, CERTIFIED FINANCIAL PLANNER™, Financial Advisor, Morgan Stanley Quote_down
  • About
Investor interests
Type of investor Investment bank Consulting
Typical investment size $50,000 - $100k
Typical investments in a year 20
Categories of interest
Locations of interest
Credentials Accredited Investor
Activity
Investments made Morgan Stanley
Education
1996 University of Houston , BA , Business Administration
Skills
Areas of focus: Wealth Management, Alternative Investments, Financial Planning, Retirement Planning, Municipal Bonds, and 401(k) Rollovers
I am a(n):

Investor

Full bio

I'm Robert Snow (CRD#: 3203253), a registered representative with Morgan Stanley in Houston, Texas. Certified Financial Planner® with over 20 years of experience.

I help my clients become financially proactive and achieve the best life possible with the money they have, while also offering them safe and effective ways to grow their money. After achieving a Bachelor of Business Administration (1992 – 1996) from the University of Houston, I found my passion in the financial industry.

I enjoy working with clients at all stages of their financial journey, including those who are early in their progress toward their goals. I believe it is never too soon to start planning for the future and enjoy helping new and seasoned investors prioritize and manage their finances as they focus on what matters most to them.



NMLS# 1282440