Financial Advisor

Editors’ Pick

When we set out to find the best financial adviser in town, we quickly realized that our sister publication Hawaii Business had already done it. Last year, HB put Jonathan McRoberts and Mike Strada at the top of the broker stack. Together, they are the senior members of the Strada McRoberts Team at Morgan Stanley. Before you go rushing in with your piggy bank, just know that their clients usually have at least half a mil to invest. Their total team assets top $1 billion. So what got them to the top? The full suite of services that they can offer at Morgan Stanley helps, and then it’s about looking after the client. McRoberts has clients who have been with him his entire 30-year career. “It’s like you become part of the family,” he says. “Our focus is the total client; we’re not get-a-hunch-and-buy-a-bunch brokers. We have a more long-term, glacial approach to investment and the goal is making reasonable returns over time.” Morgan Stanley, 525-6900, 1001 Bishop St. #1600.