The Robert Thomas Douglas Group at Morgan Stanley

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The Robert Thomas Douglas Group

OUR MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

Our Story and Services

About Us

The Robert Thomas Douglas Group is a highly experienced financial services team with Morgan Stanley in Sea Girt, N.J.  The five-person Group focuses on serving the financial needs of a select group of investors, primarily high net worth individuals who seek to grow their wealth and protect it for future generations.

The Group is headed by Robert (Bob) Hart, a Senior Vice President, Financial Advisor with nearly a quarter century of experience in the financial services industry. Bob has been creating comprehensive financial plans for high net worth investors since joining Dean Witter, a predecessor company of Morgan Stanley, in 1994.

Before becoming a Financial Advisor, Bob completed Dean Witter’s Financial Advisor training program. He is a graduate of Cortland State University, where he earned a Bachelor of Science degree in business.

Bob is aptly supported by Thomas (Tom) Tonkovich, Vice President and Financial Advisor; William (Bill) Rigney, Financial Advisor; and Karen McGuinness, Senior Registered Associate.

Tom has been in the securities industry for more than a decade and focuses much of his attention on research, bond selection and asset allocation. He graduated from Caldwell University in Caldwell, N.J. in with a degree in international business.

Bill has also been in the financial services industry for more than a decade. He spends much of his time on marketing and making client presentations.

Karen has been in the financial services industry for more than 20 years. She handles all of the administrative responsibilities associated with client accounts.

Each member of the Group is highly devoted to maintaining a pro-active relationship with clients to help them achieve their financial goals. The group contacts clients monthly and conducts portfolio reviews quarterly.

For more information about THE ROBERT THOMAS DOUGLAS Group, call 732-974-5008. We’ll be happy to help you.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Cash Management
  • Endowments and Foundations
  • Executive Financial Services
  • Financial Planning
  • Municipal Bonds
  • Retirement Planning
  • Trust Accounts


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Meet The Robert Thomas Douglas Group

Investing

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

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

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

Family

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

Philanthropy

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 The Robert Thomas Douglas Group today.

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