About Me

Leopoldo dedicates his wealth of talent, skills and experience to helping global clients and their families manage the complexities inherent to preserving wealth. Having spent more than 20 years in the wealth management and investment management industry, Leopoldo understands the challenges that High-Net Worth Individuals face, unlocking opportunities and growth. Leopoldo’s commitment to helping clients has earned him the designation of International Client Advisor and Senior Vice President at Morgan Stanley.

He joined the firm in 2016 after his tenure at Banco Santander Private Bank where he was a Senior Vice President at the Miami headquarters covering the Latin-American market. He also worked for Banco Español de Crédito in NYC, where he was responsible for the Venezuelan region. Leo spent part of his career in Caracas, Venezuela working at Banco Provincial BBVA in Caracas Venezuela, where he was Managing Director of Private Banking and member of the BBVA direction collective. He also worked for Banco Mercantil Private Bank, Banco de Venezuela, Merinvest Casa de Bolsa, Irving Trust and Co, and Banco Venezolano de Crédito.

Leo earned his Bachelor in Arts and Sciences at Indiana University, and obtained his MBA at Boston University. He also took an Advanced Management Program at IESA in Caracas, Venezuela. He peaks fluently Spanish and English.
Services Include
  • Wealth Management1
  • Asset Management2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Fixed Income5
  • Corporate Bonds6
  • Exchange Traded Funds7
  • Sustainable Investing8
  • Foreign Exchange9
  • Lending Products
  • Structured Products10
Securities Agent: CT, NY, FL, DE, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1576052
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Part of a global financial legacy that dates back over 150 years, Morgan Stanley is one of the few truly global institutions with the scale, scope and commitment to serve the international investor. We serve among the world’s most capitalized institutions, and stand as one of the largest wealth management firms in the world.

Morgan Stanley International Wealth Management (IWM) harnesses the extensive capabilities of the firm to serve investors located outside the United States. Functioning as a specialized group within Morgan Stanley, IWM is staffed by specially trained International Client Advisors and managers who understand your wealth management needs. Our International Client Advisors are familiar with the investment challenges and opportunities that are unique to your part of the world, and can recommend highly customized strategies to help you address your specific goals.

Clients

I work with clients, aligning their goals and needs creating tailored investment solutions that unlock opportunities and growth. I believe that every client is unique and deserves a tailored plan, which I strive to deliver by way of a broad spectrum of investment, access to lending services and planning solutions.

Some of my clients include:

High Net Worth Clients

C-Suite Executives
Business Owners
Entrepreneurs
Sole Proprietors

Institutions

Trusts and Foundations
Family Offices
Investment Advisors

    Location

    590 Madison Avenue 11th
    Floor
    New York, NY 10022
    US
    Direct:
    (212) 315-6330(212) 315-6330
    From My Desk

    IWM At A Glance Placemat - Spanish


    Investment and Market Perspectives

    On the Markets

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

    Many of us face money worries. You may be able to get advice and education from an unexpected source.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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    Reserved | Living & Giving

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    Your Financial World. On the Go.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact Leo Ferris today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

    3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    4Morgan 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.

    5Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    9GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

    10Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    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.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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