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Robert Watral, CFP(R), CDFA(TM)
Robert Watral, CFP®, CDFA™
Vice President - Wealth Management
Financial Planning Specialist
700 Spring Forest Road
Suite 200
Raleigh, NC 27609
tel: 919-877-2450
toll free: 800-648-5571
fax: 919-877-2500
Email Me
Welcome Associations Education Services Experience
Welcome

At first glance, the thought of developing a comprehensive financial plan might appear overwhelming. With over two decades of experience as a Financial Advisor and CFP® Practitioner, I have discovered that this does not have to be the case. Using a systematic approach, I help my clients organize and simplify their financial affairs. We have discovered that when people follow a plan that is tailored to their unique goals and dreams, they can feel more confident and empowered. This can allow for extra time that can be committed to other areas of interest, things like family, friends, career and spiritual pursuits.
Associations
  • Business Leaders' Club, Inc.
  • YMCA Guide / Princess Program
  • Greater Raleigh Chamber of Commerce
  • Toastmasters International
Education and Licensing
  • CFP®, 1997
    Certified Financial Planner
  • CDFA™, 2008
    Certified Divorce Financial Analyst™
    Institute for Divorce Financial Analysts
    Southfield, MI
  • CMFC®, 2000
    Chartered Mutual Fund CounselorSM
    College for Financial Planning
    Denver CO
  • MA, 1984
    Webster University
    St. Louis, MO
  • BS, 1979
    Duke University
    Durham, NC
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health, and Variable Annuities Insurance Licensed
Services
  • Family Consulting
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Asset Management
  • Fixed Income
  • Municipal Bonds
  • 529 Plans
  • Qualified Plans
  • Cash Management
  • Wealth Management
Business Experience
  • 1986 - Present: Morgan Stanley Smith Barney*
    Financial Planning Specialist
    Financial Advisor
    Raleigh, NC
  • 1979 - 1986: U.S. Marine Corps
    Captain
Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • The Global Investment Committee is made up of senior professionals from Morgan Stanley & Co., Morgan Stanley Smith Barney, Citi Investment Research & Analysis and outside financial market experts. The Global Investment Committee provides advice to Morgan Stanley Smith Barney Financial Advisors and our clients through a disciplined process of fundamental research and a comprehensive analysis of economic and market conditions. See Special Reports to meet the members of the Global Investment Committee.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Robert Watral, CFP, CDFA is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, KY, MA, MN, NC, NH, NM, NY, OH, OR, PA, TN, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)

2009 Quick Reference Sheet (pdf)
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