A 23-year veteran of the financial services field, Robert Schamis is a credible and highly regarded wealth management expert in the Philadelphia region. He is a registered investment advisor and holds series 65, 7 and 63 certifications — these qualifications have allowed him to explore numerous areas of the financial field and provide tremendous advice to his clients. At Morgan Stanley, he serves as associate vice president, financial advisor, and portfolio manager. As such, he assists a select group of families with financial management by utilizing stock and bond portfolios, mutual funds, annuities, and life insurance policies. By keeping his client load small, Mr. Schamis is able to offer attentiveness to each client that is unlike that of other financial professionals in the region. In fact, his individualized services have led him to outperform more than 80 percent of the financial providers in the region.
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