Bob Bancroft focuses on learning, adapting and teaching methods of institutional wealth management for high net worth individuals, families and fiduciaries. Over his 26-year career, Bob has worked as an OTC stock trader, established the high net worth and institutional offices for a national brokerage firm, and served as a broker, branch manager and district manager. Bob’s extensive professional and academic experience – coupled with a disciplined approach to wealth management has helped in guiding his clients through the myriad challenges of the investment markets.
Bob is part of a select group of fewer than 3% of Morgan Stanley Financial Advisors who have completed the rigorous Family Wealth Director (FWD) certification program. Building on his experience working with ultra high net worth families, the training he received enables Bob to better assist you with a broad spectrum of wealth management areas, including:
Business succession planning and monetizing business ownership
Control and restricted securities
Equity and interest rate risk management
Family Governance and Dynamics
Bob received a B.A. in finance from Michigan State University in 1989 and has gone on to earn designations as a Certified Investment Management Analyst®, Certified Investment Management Consultant®, Accredited Asset Management Specialist and Accredited Investment Fiduciary Analyst. A member of Morgan Stanley Chairman’s Club, Bob has been recognized as one of Barron’s Top 1,200 Financial Advisors’ in 2014 and 2015, 2016 and 2017 and one of Financial Times’ FT 400 Top Financial Advisers 2014.
Bob and his wife, Amanda, live in Scottsdale, Arizona.
Phone: (480) 624-5714
BM/Supervisor; Securities Agent: AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures