Best-in-State · rank 123 · Birmingham, Alabama · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “Bob Bailey | Birmingham, AL | Morgan Stanley Wealth Management” — firm_official
- Parent company — Morgan Stanley Group (high)
- “Morgan Stanley Private Wealth Management is part of Morgan Stanley's Wealth Management division” — firm_official
- Firm type — wirehouse (high)
- “Morgan Stanley Private Wealth Management” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — 30 (high)
- “for more than 30 years has helped clients and their families create roadmaps to guide them to their ultimate destinations” — firm_official
- Designations — CPM (high)
- “He holds the designation of CPM®” — firm_official
Book of business
- Team AUM ($M) — 754 (high)
- “Team Assets (Custodied): $754M” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum account size for new business: $2.5M” — forbes_shook
- Typical client net worth ($M) — 8.75 (high)
- “Typical Net Worth of Relationships: $2.5-17.5M” — forbes_shook
- Client niche — generalist (high)
- “helps families, small businesses and institutions with wealth accumulation, preservation, and distribution” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.morganstanley.com/robert.w.bailey (high)
- “Robert Bailey | Birmingham, AL | Morgan Stanley Wealth Management” — firm_official
- Value proposition (verbatim) — Portfolio Management Director with extensive experience analyzing the financial markets (high)
- “As a Portfolio Management Director with extensive experience analyzing financial markets, he designs and oversees clients' investments utilizing Morgan Stanley's research and other available resources.” — firm_official
- Differentiators — Utilizes Morgan Stanley research and resources, 30+ years experience with families and institutions, Expertise in wealth preservation and distribution, Services include tax-efficient planning strategies, Portfolio management across multiple asset classes (medium)
- “designs and oversees clients' investments utilizing Morgan Stanley's research and other available resources” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/robertwbailey/ (high)
- “Bob Bailey - Financial Advisor, Senior Vice President, Senior Portfolio Manager - Morgan Stanley” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “LinkedIn profile present as Senior Vice President, Portfolio Manager at Morgan Stanley” — social_or_third_party_db
- Press awards — 2026 Forbes Best-in-State Wealth Advisors, rank #123 (high)
- “Bob Bailey is #123 on Forbes' 2026 Best-In-State Wealth Advisors list” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “uses Morgan Stanley corporate branding on advisor profile” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Morgan Stanley corporate branding with navy and white color scheme, professional wealth management aesthetic, formal advisory services presentation (medium)
- “advisor profile uses Morgan Stanley branding standards and presentation format” — firm_official