La Jolla Morgan Stanley broker named to Barron’s Top 100 Financial Advisors list

From Morgan Stanley Reports

For the third year in a row, Robert Inbody, a managing director with Morgan Stanley in La Jolla, was named to the list of Barron’s Top 100 financial advisors in the nation. Inbody, a Del Mar resident, is the only broker in San Diego County to achieve this honor.

Robert Inbody

Barron’s rankings are based on each advisor’s “assets under management, revenue generated for his or her firm and quality of the practice.” Morgan Stanley boasted 30 of the top 100 advisors.

Inbody has been with Morgan Stanley for 40 years, starting as a trainee in the company’s downtown San Diego office in 1971. When it opened the satellite office in La Jolla in 1975, he became the producing manager, a title he held until 1996 when he went back to being a broker, leaving the management side behind.

“This has been a fantastic job, and I am lucky to have chosen this as my career,” Inbody said. “It is something I truly enjoy and it’s rewarding helping other people. I have great clients who I have come to know very well over the years.”

By staying in one place for 40 years, Inbody has generated the trust and respect that has allowed nearly all of his business to come from referrals. Inbody said he was honored, but somewhat surprised, to be on this prestigious list because he is not your typical financial planner.

“My success comes in doing things that no other broker does,” Inbody said of his creating a niche in investing to protect against a depreciating U.S. dollar by investing in equities, gold, foreign currencies and other non- traditional investment vehicles. “I am unique in that I utilize a broader range of products than the average broker. For the last 10 years, a good portion of our investing has been in gold, energy and foreign currency.”

He said the biggest challenge is to provide income for clients in a low-interest rate environment. The idea is to look for investments that can provide good rates of return with reduced risk.

In developing his own style, he’s made his career exciting and different, even while working long days. “The ‘sun never sets’ when investing one’s money and if I weren’t doing it with Morgan Stanley, I’d be doing the same thing for myself. There is also the game aspect of the market and any game is fun when you win.”

— Morgan Stanley is at 1225 Prospect St. in La Jolla. Reach Robert Inbody at (858) 729-5010 or e-mail: robert.inbody@ morganstanley.com

For more information, visit morganstanleyfa.com/robert.inbody

Related posts:

  1. Art museums in La Jolla and San Diego launch collaborative ‘Behold, America!’
  2. Life after C Street: Mayor Sanders’ go-to gal ready for some La Jolla leisure time
  3. La Jolla Beach and Tennis Club readies for National Over 40 Hard Court Championships
  4. La Jolla Newcomers Club hosts welcome event for new members
  5. Biographer to share Jimi Hendrix ‘experience’ at book signing; La Jollan recalls summer with rock icon

Short URL: http://www.lajollalight.com/?p=99084

Posted by Ashley Mackin on Dec 19, 2012. Filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

Leave a Reply

Bottom Buttons 1

Bottom Buttons 2

Bottom Buttons 3

Bottom Buttons 4

Bottom Buttons 5

Bottom Buttons 6

RSS North Coastal News

  • Man pleads guilty in fatal Del Mar hit-and-run case April 17, 2014
    A man who drove drunk and struck a marine biologist in a crosswalk in Del Mar, then fled the scene, pleaded guilty April 16 to gross vehicular manslaughter while intoxicated and a hit-and-run allegation. Christopher ``Chip’’ Stockmeyer, 41, faces between nine and 15 years in prison when he is sentenced June 20 for the March 28 death of Rachel Morrison. […]
  • Del Mar Powerhouse 10U Champions April 17, 2014
    The Del Mar Powerhouse 10U team played two pool play games and two elimination games to go undefeated in the Triple Crown Sports San Diego Open and win the Division 1 Championship. The boys showed great determination and fight to come away victorious in elimination play and battle for the win with a one-run margin of victory for both semi-final and champions […]
  • Canyon Crest girls crack top three at Arcadia, set new school record April 17, 2014
    Several young women runners from Carmel Valley high schools raced well in the Arcadia Invitational on April 11-12 in Los Angeles. Arcadia is considered to be one of the most competitive high school track and field meets in the country, drawing both national and international athletes to compete. […]