Robin McGeorge

Senior Vice President, Financial Advisor, Senior Portfolio Manager

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Robin McGeorge


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services


Robin McGeorge has been a Financial Advisor with Morgan Stanley and its predecessor firm Dean Witter for 34 years.  As a Senior Vice President and Senior Portfolio Manager, Robin works to provide clients with a comprehensive array of investment management services.  These services include financial, estate, and retirement planning strategies, along with portfolio management and asset allocation solutions for individual investors, corporations and endowments.


Since 1987, Robin has been recognized each year for outstanding performance within Morgan Stanley through memberships in the Director’s Club, Master’s Club and President’s Club.  Recently, Robin was awarded the title of Senior Portfolio Manager which is obtained through superior performance in the Portfolio Management platform.


Robin grew up in Short Hills, NJ and moved to Southern Arizona in 1973 where he attended Sabino High School.  He graduated from the University of Arizona with a degree in Mechanical Engineering.  He has been married to his wife, Linda, for 31 years and they have four children.  Tommy is a Financial Advisor with Morgan Stanley in the Scottsdale, Arizona office.  Kate is currently a nurse in Austin, Texas.  Maggie is a Senior Technical Recruiter with Ayasdi in Menlo Park, California.  Maeve currently attends Santa Clara University.

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Services Include

  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Lending Products
  • Cash Management
  • Foreign Exchange
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Municipal Bonds
  • Sustainable Investing
  • Syndicate

Securities Agent: AK, AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WY; General Securities Representative; Investment Advisor Representative

NMLS#: 1282849

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Client Service Team

Client Service Team

Shannon Soto

Portfolio Associate

Shannon Soto has been with Morgan Stanley since 2007. She has worked with Robin McGeorge for the majority of her career except for two years when she assisted all of the Tucson offices as the Complex Service Manager. Shannon grew up in Mammoth Lakes CA and moved to Tucson in 2002 when she attended the University of Arizona. Shannon graduated from the University of Arizona with a BA in Economics and from the University of Phoenix with a MBA.

Thomas McGeorge

Tommy has been working for Morgan Stanley in a variety of roles for 6 years.  He started as a Registered Associate in one of Morgan Stanley’s downtown Chicago, IL offices where he was part of multiple teams that managed over 100 corporate stock plans.  Tommy’s main focus within these teams was to handle all Section 16 insiders for their corporate clients.  His responsibilities included, but were not limited to, 10b5-1 plans, Form 144 sales, Form 4 transactions, and developing disciplined wealth management strategies for corporate executives.  In 2014, Tommy became a Wealth Advisory Associate in Morgan Stanley’s Scottsdale, AZ office.  As a Wealth Advisory Associate, Tommy worked with Morgan Stanley Financial Advisors in the state of Arizona to build comprehensive financial plans for Morgan Stanley clients.  In addition, during his time as a Wealth Advisory Associate, Tommy completed the necessary coursework and passed the required tests to earn the CFP® (CERTIFIED FINANCIAL PLANNER™) and CRPC® (Chartered Retirement Planning Counselor SM) designations.  Tommy is now a Financial Advisor in Morgan Stanley’s Scottsdale, AZ office. 


Tommy grew up in Tucson, AZ and attended Salpointe Catholic High School.  He played Division I college tennis for four years at The University of Iowa while earning Academic All-Big Ten Honors.  Tommy graduated from The University of Iowa with a degree in Finance and a minor in Sports Management.  In his free time, Tommy enjoys playing and watching sports, spending time with family and friends, and following the Arizona Wildcats and Iowa Hawkeyes.  Tommy has three sisters.  Kate is a nurse in Austin, TX.  Maggie is a corporate recruiter in San Francisco, CA.  Maeve is a soon to be graduate of Santa Clara University.  Tommy’s parents, Robin and Linda, live in Tucson, AZ and Tommy’s father, Robin McGeorge, is a Financial Advisor in Morgan Stanley’s Tucson, AZ office.

Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Robin McGeorge today.

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