The Spina Group at Morgan Stanley

Conservative Investments Can Help Protect Against the ‘Vagaries of the Marketplace’

Many investors today are skittish—and understandably so, given the market volatility of the past few years. However, there is no need to fear the markets, says Robert D. Spina, Senior Vice President, Financial Advisor and Portfolio Manager with The Spina Group at Morgan Stanley.

“We want to provide our clients with a level of comfort regarding their investments. Therefore we provide them with strategies designed to help ease their concerns,” says Spina. “Focusing on conservative investments that seek to provide growth with income, we attempt to offer potential downside protection that the typical growth stock may not provide. With this approach, our clients may be less subject to the vagaries of the marketplace.”

Depending on the client’s goals and circumstances, the group may focus on individual stocks, municipal bonds, alternative investments or options, which can be a “conservative approach to potentially add income to a portfolio,” Spina says.

The Jericho, N.Y.-based practice serves a varied clientele with wide-ranging needs, from young investors just starting out to those approaching or in retirement. The practice also provides retirement plans and a variety of other services for businesses. Spina’s partner, Nancy A. Bohan, First Vice President, Financial Advisor and Portfolio Management Director, states, “An important part of our process is working with our clients to help them identify precisely what they need to meet their goals.”

Comprehensive Wealth Management  
Wealth management at The Spina Group encompasses far more than investment management. Income and cash flow, borrowing, asset preservation and wealth transfer are all equally critical. “ Do you have the right insurance policies? Do you have an up-to-date estate plan that is in compliance with the new laws? These are areas we review as part of a comprehensive wealth management plan,” Spina says.

Clients benefit from the collective expertise and experience of Spina and his team, with access to the resources of one of the world’s leading financial services firms. Spina has been with Morgan Stanley for over 40 years.

What really sets The Spina Group’s practice apart, he says, is service, including the extensive research that goes into each investment selection. “We believe every client deserves a team of dedicated professional financial advisors who share their vision, earn their trust and work diligently to help them achieve the life they aspire to for themselves and their family.” At The Spina Group, clients always come first.


100 Jericho Quadrangle, Suite 120 | Jericho, NY 11753 | 516-932-4832
Toll-free 800-437-3862 |

The Spina Group are Financial Advisors with the Wealth Management division of Morgan Stanley in Jericho, New York. Although The Spina Group has contracted with EMI Network Inc. to feature this promotion in Forbes Magazine, it is not a solicitation nor intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC. This profile is directed to residents in the states where The Spina Group is registered. For more information, please visit our website: