Morgan Stanley

My approach to Wealth Management

Helping to deliver clarity and confidence to you and your family now and for generations to come

With more than sixteen years of experience guiding clients through the complexities of financial planning, I have built my practice on one core principle: unwavering commitment to the people I serve. My approach is rooted in transparency, thoughtful communication, and a clear understanding that every client's financial story is unique. I design comprehensive plans that prioritize each client’s best interest and reflect the full picture of their lives, goals, and long-term aspirations.

The foundation of my work is relationship driven. I believe in earning trust through consistent action, clear guidance, and personalized service for clients and their families. My focus has been on building meaningful, long lasting relationships that can help allow my clients to move confidently through both opportunities and challenges.

My personal resilience, dedication, and natural aptitude for numbers have shaped the way I navigate the financial landscape. As a financial advisor, I use these strengths to help clients make sound decisions, even in uncertain markets. My role is to help anticipate obstacles before they arise, simplify complexity, and create a path that supports each client’s journey towards achieving their goals.

I am proud to be an Eagle Scout, an experience that instilled in me values that still guide my life today. Trustworthiness, kindness, and courage are principles I carry into every client relationship. Combined with my fiduciary responsibility to put my clients' interests first, these values form the cornerstone of my advisory philosophy and the service I provide to families for generations.

Robert Schepperle, CRPC
Portfolio Manager
Vice President
Financial Advisor
Corporate Cell (321) 978-1632

Proudly serving all of Brevard and Saint Lucie County

MELBOURNE, 8150 N Wickham Rd, Melbourne, Fl 32940

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