Robert (Bobby) Daly, Jr. is a Managing Director and a Private Wealth Advisor with Morgan Stanley Private Wealth Management, the Ultra High Net Worth wealth management division of Morgan Stanley. Barron’s has named him one of the country’s Top 1,200 Financial Advisors in 2015.* He provides fixed income and equity investment management as well as targeted lending services to a diverse client base, many of whom are concentrated in the entertainment and new media industries. He is a member of the Morgan Stanley Portfolio Manager Program, consisting of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to on-going quantitative and qualitative reviews to assess each advisor’s investment strategy.
Bobby works closely with his clients' outside advisors so together they define the clients' goals and objectives. He builds tailored portfolios that emphasize preservation of capital, tax efficiency and long-term growth with low volatility. He utilizes Morgan Stanley's research capabilities to select both high-quality taxable fixed income and municipal bonds to create customized portfolios.
Bobby earned a B.A. degree from Trinity College in Hartford, Connecticut, in 1989 and subsequently worked eight years in the film and video game businesses.
Bobby focused his avocation and passion for investing into a position as an entertainment securities analyst early in his finance career. Recognizing his interests were more closely aligned with working with individuals, he moved to the private client side to assist them with personal financial services. Bobby began his career at Bear Stearns (1998-2003) and then joined UBS as a Senior Vice President (2003-2009), where he solidified his experience with lending services, from 2009-2016 he was a Managing Director with J.P. Morgan Securities. He transitioned to Morgan Stanley in his present capacity in 2016.
Bobby lives in Los Angeles with his wife and four children. He also serves as a Board Member for United Friends of the Children (UFC). UFC is a non-profit organization founded by his mother in 1979 that is dedicated to bettering the lives of foster youth in Los Angeles County
Registered States: AL, AK, AZ, AR, CA, CO, CT, DE, D.C., FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WV, WI, WY
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MA, MD, ME, NC, NH, NJ, NV, NY, OH, PA, SD, TX, UT, VA, WA, WI; General Securities Representative; Investment Advisor Representative