

David A Schneider, CFP®

My Mission Statement
My Story and Services
NMLS#: 2063424

Morgan Stanley's Global Sports & Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry. I can help you navigate these complex situations - my story begins with you.
At The Ridgebury Group, we understand the unique financial challenges of entertainers and can craft customized financial strategies that are tailored to your specific needs. Delivering the powerful resources of Morgan Stanley, we can work to translate our client's goals into a financial strategy designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
You're Unique and We Know Why
There's nothing common about you—not your talent, your drive, your achievements or even your challenges. From your variable income streams to your taxes, from your obligations to your aspirations, "typical" is not part of your vocabulary. You need distinctive financial strategies that match your lifestyle and career trajectory.
Concentrated Experience in Capable HandsWe understand your unique financial opportunities and challenges. We know how money flows from your work to your wallet and live in your world, day in, day out, crafting innovative financial strategies.
Tailored Advice to Meet Your Life's GoalsWhatever aspirations you have for yourself, your family and your community, we present strategies, products and services customized to help you reach your goals, your way while leveraging the vast array of Morgan Stanley resources.
Embrace the Power of TeamYou have a handful of people who have supported you, encouraged you and watched your back. We routinely work in partnership with other trusted advisors to guide financial decision-making. We support and respect your personal confidants, combining our strengths to help bring you greater success.
Location
Meet My Team
The Power of Partnerships
About Julian Cho
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Julian began his career in financial services in 2009, and joined Morgan Stanley in 2017 as an Associate Private Banker. Prior to joining the firm, he was a Private Client Banker at JP Morgan Chase.
Julian is a graduate of Nyack College, where he received a Bachelor of Science in Management and Finance. He lives in North Haledon, New Jersey with his family. Outside of the office, Julian enjoys billiards, surfing and kite boarding, fishing, skiing, and playing lacrosse.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
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3Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
4Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Awards Disclosures