Robert Milligan's Contact Details

Robert Milligan's Company Details

1792 Wealth Advisors

Morristown, NJ, US • 10 - 19 Employees
Financial Services

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions and deliver a superior standard of service with every investment solution we present.We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. When implementing a financial strategy, we leverage the full expertise of our team, conducting thorough research before hand-picking investments that are consistent with your tolerance for risk and are designed to help you achieve your objectives. We offer independent guidance, with your financial needs and preferences at the center of everything we do.Members of our team include: Robert Milligan Jr., CFP®, CIMA®Managing Partner, 1792 Wealth Advisors Branch Manager, Senior Wealth Advisor, RJFS Barry M. Gross Partner, Senior Vice President, 1792 Wealth Advisors Senior Portfolio Manager, Senior Wealth Advisor, RJFSBrad Mehl, CFP® Partner, Vice President, 1792 Wealth Advisors Senior Wealth Advisor, RJFSMargaret R. MarquesDirector of Operations and Client Services, 1792 Wealth Advisors Registered Sales Assistant, RJFSHeather JacobsClient Relations Specialist, 1792 Wealth Advisors, RJFSPlease check out our website, Facebook, and Twitter to learn more about us, our services, and how we can assist in your financial goals.Website: https://www.raymondjames.com/1792wealthadvisors/Facebook: https://www.facebook.com/1792WealthAdvisors/Twitter: @1792_WealthAdvRaymond James financial advisors may only conduct business with residents of thestates and/or jurisdictions for which they are properly registered. Therefore, a responseto a request for information may be delayed. Please note that not all of the investmentsand services mentioned are available in every state. Investors outside of the UnitedStates are subject to securities and tax regulations within their applicable jurisdictionsthat are not addressed on this site. Contact your local Raymond James office forinformation and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htmSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.