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.

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

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