Bret A. Roberts

With over 20 years of experience in the financial services industry, I concentrate in helping clients preserve and grow the wealth that they’ve worked so hard to build. I co-founded the Cherry Creek Group at Morgan Stanley to simplify complex financial planning for individuals, families, and businesses. Along with my team of experienced professionals and extensive resources, I help our clients define and meet their biggest goals. We work together to provide unique solutions with access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. I was born and raised in Arvada, CO and currently reside in Broomfield, CO with my family. In my free time, I enjoy living an active lifestyle, coaching, attending my children’s sporting events and volunteering at several local non-profit organizations.