About Jeffrey A Lieberman
I have spent my entire career working with clients to help preserve, grow, manage and pass along their wealth. In my opinion, there are two attributes that separate one advisor from another -- experience and knowledge.
Experience is important, because it means that you have lived through every kind of market environment, had relationships with clients that span full lifetimes, and have demonstrated your own abilities. Knowledge means being aware of options, alternatives and solutions that others may not know about. My experience speaks for itself. As for knowledge, I have spent my entire career pursuing rigorous, intensive training so I know what I'm talking about with my clients -- I am one of a limited number of Morgan Stanley advisors with six distinguished designations: Certified Financial Planner™, Certified Private Wealth Advisor®, Certified Investment Management Analyst®, Family Wealth Director, Global Sports and Entertainment Director, and Portfolio Manager. This rare combination means added value for my clients, whether I am creating and managing an investment portfolio, or providing comprehensive wealth management that may include advanced planning, trust services, philanthropic advice, and/or retirement planning. Helping clients leverage their wealth to achieve their goals is a passion of mine, one I pursue with dedication, honesty and ongoing communication.
I am proud to be on the Board of Directors for Morgan Stanley’s Association of Professional Investment Consultants (APIC). Tucked in among the almost 16,000 Morgan Stanley Financial Advisors is a small, select group of professional advisors committed to sharing best practices, new ideas and resources, offering colleagues a helping hand or a new perspective on an old — or new — dilemma. APIC is a group of highly qualified professionals, with diverse practices, personally and professionally committed to a process of continuous learning and professional growth. We share a strong commitment to our profession, our clients — and our colleagues.
On a personal level, I try to give my all to the parts of my life that mean the most to me. I enjoy spending time with my family, playing soccer, traveling, reading, photography, fine dining, and cooking.
Disclosures:
https://www.apicms.org/
Securities Agent: CA, NH, OH, NY, MD, CO, TN, IL, GA, VA, MO, NC, MI, TX, MA, CT, WA, OR, LA, FL, AZ, VT, NM, ID, NJ, DC, NV, PA, MT, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1282943
CA Insurance License #: 0A05103
