Leonard Schneiderman
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director, Investment Management Consultant, Financial Planning Specialist
Phone:
(561) 416-4725(561) 416-4725
Schneiderman Wealth Management Group at Morgan Stanley
Our Mission Statement
We strive to provide custom-tailored financial advice designed to give clients and their families the confidence and peace of mind to achieve their goals and aspirations.
Welcome
The Schneiderman Wealth Management Group at Morgan Stanley is a multi-generational family practice that Includes comprehensive wealth management located in Boca Raton, Florida with an office in Denver Colorado. We’ve assembled a broad, experienced, and diverse team of professionals who are passionate about working with clients in all aspects of their financial well- being. This includes: a range of specialties such as estate planning, traditional and alternative investments, retirement planning, control and restricted securities, financing alternatives, hedging and monetization, business succession planning, insurance and most importantly, lifestyle preservation.
We view each client's personal situation, financial profile, and family dynamics as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley*. Finally, we provide a high level of professionalism, intellectual creativity, and entrepreneurial spirit to our clients.
We view each client's personal situation, financial profile, and family dynamics as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley*. Finally, we provide a high level of professionalism, intellectual creativity, and entrepreneurial spirit to our clients.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
We are dedicated to helping you and your family achieve your vision of a successful life.
As your family grows and your wealth increases, you may face a broader and more complex set of wealth management challenges. Having a Family Wealth Director as part of our wealth management team, we have the extensive experience, specialized training and the resources necessary to help you and your family address these needs. We help you create and implement a comprehensive wealth management plan based on your unique goals and aspirations.
The Schneiderman Wealth Management Group's Senior Vice President and Family Wealth Director, Leonard Schneiderman, leverages the versatile resources of Morgan Stanley and professionals to help our clients and their families maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
The Schneiderman Wealth Management Group's Senior Vice President and Family Wealth Director, Leonard Schneiderman, leverages the versatile resources of Morgan Stanley and professionals to help our clients and their families maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation and support they need to potentially lead meaningful, fulfilled and engaged lives.
Our Team's Family Wealth Capabilities
A Family Wealth Director (FWD) is a rare distinction, earned by less than 4% of Morgan Stanley’s Financial Advisors as of February 2021. The designation is given to advisors who have undergone distinctive training to complement their extensive experience working with ultra-high net worth families. To learn more about our team's capabilities, click the link below.
Our Team's Capabilities
Family Governance and Wealth Education
The Family Governance & Wealth Education group helps ultra high net worth families strive to maximize the value of their human capital by addressing sensitive family issues, facilitate communication and manage your family dynamic in an effort to achieve a shared sense of common direction in coordination with your outside advisors.
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Philanthropy Management
We provide our clients with a smart way to give to causes and charities they care about through Morgan Stanley GIFT. Our donor advised fund, GIFT, is a 501(c)(3) public charity structured to offer you a simple, thoughtful and tax-advantageous way to support your favorite charities.
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Legacy & Estate Planning Strategies
We engage with our Executive Planning Director and Wealth Planning Center to provide a fully integrated, comprehensive analysis of your balance sheet, estate plan, and investment strategy through a collaborative process- at your request we will coordinate with your legal tax advisors as well.
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Working With Business Owners
As a business owner, you have devoted your career to building your enterprise. Now it is time to plan for what comes next: enjoying the substantial rewards, spending more time with your family and pursuing new challenges. It is a transition that is among the most complex in the business world- and life.
Throughout this process, your Morgan Stanley Family Wealth Director will work shoulder to shoulder with you. Your Family Wealth Director will begin by listening to your questions and concerns and then will work with you to develop a deep understanding of you and your family. They will seek to shape solutions that will simplify your financial life and help you pursue your aspirations for the next generation.
Learn MoreThroughout this process, your Morgan Stanley Family Wealth Director will work shoulder to shoulder with you. Your Family Wealth Director will begin by listening to your questions and concerns and then will work with you to develop a deep understanding of you and your family. They will seek to shape solutions that will simplify your financial life and help you pursue your aspirations for the next generation.
Working With Corporate Executives
As a corporate executive, you fulfill responsibilities to a broad range of constituencies: your colleagues, employees, board of directors and your shareholders. Faced with the demands and expectations of others, your own finances often take second place. As a result, you are likely spending far more time reviewing your company's quarterly performance data than your personal financial strategy.
Morgan Stanley Family Wealth Directors bring together a unique combination of experience, knowledge and insight to develop tailored strategies that address both your financial needs and family goals. You'll also gain access to the intellectual capital and financial resources of one of the world's preeminent financial institutions.
Learn MoreMorgan Stanley Family Wealth Directors bring together a unique combination of experience, knowledge and insight to develop tailored strategies that address both your financial needs and family goals. You'll also gain access to the intellectual capital and financial resources of one of the world's preeminent financial institutions.
Awards & Experience
With over 70 years of combined experience, Len Schneiderman and Jean Schneiderman uphold the highest of ethical and professional standards. Their distinguished careers in Financial Services are based on two key principles; putting their clients' interests first and providing outstanding personal service.
Their experience has taught them how to guide clients and their families throughout various stock and bond market cycles, helping them understand the risks and rewards of investing.
Morgan Stanley serves many of the world’s most sophisticated and demanding institutional and individual investors. Our global presence and expertise allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets.
Our valued wealth management clients have entrusted a total of more than $2.0 trillion in assets with Morgan Stanley as of June 30, 2015, making us one of the world’s leading wealth management firms. As we strive for excellence in advising clients and helping them manage their wealth, no responsibility is more important to us than making certain our clients’ assets are safe, secure and available when needed.
Below you will find awards which our team members have received over the years- this recognition is a result of our team's commitment and dedication to the clients we serve.
2020, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020, 2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
"Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/21 - 9/30/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2023 Morgan Stanley Smith Barney LLC. Member SIPC."
Their experience has taught them how to guide clients and their families throughout various stock and bond market cycles, helping them understand the risks and rewards of investing.
Morgan Stanley serves many of the world’s most sophisticated and demanding institutional and individual investors. Our global presence and expertise allow us to provide our clients with financial advice, integrated solutions and intelligence across all the world’s major markets.
Our valued wealth management clients have entrusted a total of more than $2.0 trillion in assets with Morgan Stanley as of June 30, 2015, making us one of the world’s leading wealth management firms. As we strive for excellence in advising clients and helping them manage their wealth, no responsibility is more important to us than making certain our clients’ assets are safe, secure and available when needed.
Below you will find awards which our team members have received over the years- this recognition is a result of our team's commitment and dedication to the clients we serve.
2020, 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020, 2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
"Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/21 - 9/30/22. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.
©2023 Morgan Stanley Smith Barney LLC. Member SIPC."
Forbes Best-In-State Wealth Advisors 2021
February 2021 - Jean Schneiderman is named to the Forbes list of Best-In-State Wealth Advisors.
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Forbes Top Women Wealth Advisors 2021
Jean Schneiderman is named to the fifth annual Forbes list of Top Women Wealth Advisors in 2021.
View The Full List
Forbes Best-In-State Wealth Advisors 2020
February 2020 - Jean Schneiderman is named to the Forbes list of Best-In-State Wealth Advisors.
View The Full List
Forbes Top Women Wealth Advisors 2020
Jean Schneiderman is named to the fourth annual Forbes list of Top Women Wealth Advisors in 2020.
View The Full List
Forbes Best-In-State Wealth Advisors 2023
February 2023 - Jean Schneiderman is named to the Forbes list of Best-In-State Wealth Advisors.
View The Full List
Forbes Best-In-State Wealth Advisors 2023
April 2023 - Jean Schneiderman is named to the Forbes list of Best-In-State Wealth Advisors.
View The Full ListProfessional Portfolio Management
There comes a point when managing one's assets turns into a full-time job. As your life evolves and grows more complex, your financial strategy- and the options for implementing that strategy- tends to grow in complexity as well. In such circumstances, it makes sense to partner with an experienced professional who understands your financial needs and can dedicate the time and resources necessary to help you meet them.
For the past four decades, the Portfolio Management Group has addressed the needs of high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions. Our Senior Portfolio Management Director, Jean Schneiderman, represents a select group of Financial Advisors who are qualified by Morgan Stanley to manage your assets based on training, experience and commitment to client service.
Our team works closely with you to understand your needs while maintaining the focus and commitment necessary to guide your portfolio in the most challenging market cycles. Outlined below is our disciplined four-step investment process, which underpins our portfolio management program and helps develop a long-term perspective about building and managing wealth.
For the past four decades, the Portfolio Management Group has addressed the needs of high net worth individuals and institutional clients, creating customized investment strategies, portfolios and solutions. Our Senior Portfolio Management Director, Jean Schneiderman, represents a select group of Financial Advisors who are qualified by Morgan Stanley to manage your assets based on training, experience and commitment to client service.
Our team works closely with you to understand your needs while maintaining the focus and commitment necessary to guide your portfolio in the most challenging market cycles. Outlined below is our disciplined four-step investment process, which underpins our portfolio management program and helps develop a long-term perspective about building and managing wealth.
1: Establish Financial Objectives
We begin our process by working with you to establish a realistic set of objectives based on your financial goals, time horizon, liquidity needs and tolerance to volatility and risk.
2: Define Investment Strategy
Once we have a firm understanding of your objectives, we develop an investment strategy designed to help produce optimal portfolio performance: the highest return potential consistent with the strategy's level of risk.
3: Evaluate and Select Investments
Our goal is to construct a plan which encompasses every important detail of your life. Leveraging the global resources of Morgan Stanley, we begin selecting investments to implement your personal strategy.
4: Ongoing Review Process
We meet regularly to make sure your plan remains current and to review your progress. We track your portfolio's performance relative to your stated objectives- and modify the portfolio on a discretionary basis as your needs and circumstances change overtime.
MONTHLY OUTLOOKS & UPDATES
The Schneiderman Wealth Management Group strives to simplify complex financial ideas so that our clients understand what is being done on their behalf to plan for their financial future. We are firm believers of giving our clients as many resources as possible so they can stay informed about the latest market trends, outlooks, and breakdowns. The links below provide detailed analysis on interesting topics that are affecting the finance and business worlds.
The Global Investment Committee On The Markets
A monthly publication that summarizes the Global Investment Committee’s market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
Learn More
The Global Investment Committee Weekly
Weekly insights into global markets, asset classes and economic trends from the Global Investment Committee, Morgan Stanley’s team of seasoned investment professionals.
Learn More
The US Policy Pulse: Bankrolling Build Back Better
Provisions in the Build Back Better Act are undergoing significant debate and changing at a rapid pace. What’s in and what’s out of the latest iteration of the BBBA—and what do these changes mean for saving and investment strategies?
Learn More
Thoughts on the Market with Andrew Sheets
Each week, Chief Cross-Asset Strategist Andrew Sheets, or a member of his team, shares podcasts offering perspective on the forces shaping the markets as well as insights on investment opportunities and risk across global asset classes. Click the link below to listen to the latest edition.
Listen HereThoughts on the Market with Ellen Zentner
Managing Director and Chief U.S. Economist, Ellen Zentner, each week translates the sometimes complex world of economics, helping investors identify early indicators of market-moving trends. Click the link below to listen to the latest edition.
Listen HereLocation
595 So Federal Hwy
Ste 400
Boca Raton, FL 33432
US
Direct:
(866) 591-7221(866) 591-7221
5251 DTC Parkway
1500
Greenwood Village, CO 80111
US
Direct:
(866) 591-7221(866) 591-7221
Meet Schneiderman Wealth Management Group
Jean Schneiderman
Senior Vice President, Financial Advisor, Senior Portfolio Management Director, Investment Management Consultant, Financial Planning Specialist
Phone:
(561) 394-8616(561) 394-8616
Derek William Schneiderman
Financial Advisor
Phone:
(303) 925-9630(303) 925-9630
Nicholas William Lombardi, CFP®
Financial Advisor, Portfolio Manager, CERTIFIED FINANCIAL PLANNER®
Phone:
(303) 925-9610(303) 925-9610
Gerard M. Olsen CRPS., CRPC.
Vice President, Consulting Group Analyst, Financial Planning Specialist
Phone:
(561) 394-8529(561) 394-8529
About Leonard Schneiderman
Len Schneiderman is a Family Wealth Director, Financial Advisor and Senior Partner of the Schneiderman Wealth Management Group at Morgan Stanley. With more than 30 years of experience in financial services, Len guides clients through their own financial pictures, determining their personal goals and helping to customize a path that reaches their objectives.
As a Family Wealth Director, Len is one of less than 4% of Morgan Stanley advisors selected for his extensive knowledge and experience in a range of specialties, including estate planning, traditional and alternative investments, control and restricted securities, financing alternatives, hedging and monetization, and business succession planning.
Being part of a select group of individuals, Len was recognized within the industry for his superior commitment and sophisticated approach to helping clients meet complex wealth management requirements. Furthermore, this designation allows Len to utilize specialized access to a variety of family advisory services, including family governance and dynamics, philanthropy management, and lifestyle advisory.
Building and fostering relationships with his high net worth clients and their families is at the core of Len's practice. Whether a client is considering a fast-moving business venture or assessing income needs for retirement plans, Len tailors solutions to each client’s particular timeline.
Len has been married for 33 years to his wife, Jean, with whom he raised their two grown children, Derek and Gabrielle. The couple is dedicated to raising awareness and resources for the Christopher & Dana Reeve Foundation as well as the Craig Hospital in Denver, Colorado. Len is also a devoted athlete, enjoying skiing, golf, scuba diving and hiking, while also running daily with the couple’s two border collies.
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.
The securities/instruments discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan Stanley Wealth Management recommends that investors independently evaluate specific investments and strategies, and encourages investors to seek the advice of a financial advisor.
As a Family Wealth Director, Len is one of less than 4% of Morgan Stanley advisors selected for his extensive knowledge and experience in a range of specialties, including estate planning, traditional and alternative investments, control and restricted securities, financing alternatives, hedging and monetization, and business succession planning.
Being part of a select group of individuals, Len was recognized within the industry for his superior commitment and sophisticated approach to helping clients meet complex wealth management requirements. Furthermore, this designation allows Len to utilize specialized access to a variety of family advisory services, including family governance and dynamics, philanthropy management, and lifestyle advisory.
Building and fostering relationships with his high net worth clients and their families is at the core of Len's practice. Whether a client is considering a fast-moving business venture or assessing income needs for retirement plans, Len tailors solutions to each client’s particular timeline.
Len has been married for 33 years to his wife, Jean, with whom he raised their two grown children, Derek and Gabrielle. The couple is dedicated to raising awareness and resources for the Christopher & Dana Reeve Foundation as well as the Craig Hospital in Denver, Colorado. Len is also a devoted athlete, enjoying skiing, golf, scuba diving and hiking, while also running daily with the couple’s two border collies.
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.
The securities/instruments discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan Stanley Wealth Management recommends that investors independently evaluate specific investments and strategies, and encourages investors to seek the advice of a financial advisor.
Securities Agent: WV, VT, VI, VA, SC, TN, RI, PA, UT, OR, OK, OH, NY, NV, NM, NJ, NH, ND, NC, MT, MS, MO, MN, DE, TX, MD, MA, KS, IL, ID, WA, IN, HI, GA, FL, LA, ME, DC, MI, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1364389
NMLS#: 1364389
About Jean Schneiderman
Jean Schneiderman is a Senior Vice President, Portfolio Management Director, Financial Planning Specialist, Financial Advisor and Senior Partner of the Schneiderman Wealth Management Group at Morgan Stanley. A wealth management professional for more than 30 years, Jean focuses on portfolio management and building enduring client relationships. She has dedicated her career to providing customized financial planning and investment strategies to multigenerational families and small-business owners. As a Portfolio Manager, Jean works closely with clients to understand their needs, such as planning for retirement or preserving their estates for their heirs.
Jean earned the accreditation for Portfolio Management Director at Morgan Stanley and is thus among a select group of Financial Advisors within the firm who are qualified to manage client assets on a discretionary basis. Jean has been named to the Forbes list of Top Women Wealth Advisors in 2020 and 2021 and to the Forbes list of Best-In-State Wealth Advisors for 2020, 2021, and 2023.
She is a member of Morgan Stanley’s Master’s Council, and was selected by Morgan Stanley to be a guest speaker at the Best of the Best S&OP Conference, which featured Financial Advisors who consistently demonstrate best practices in guiding clients to achieve their personal and financial goals.
An avid runner and hiker, Jean enjoys being outdoors on weekends. She is also dedicated to raising awareness and resources for the Christopher & Dana Reeve Foundation as well as the Craig Hospital in Denver, Colorado.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
2020, 2021, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020, 2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Jean earned the accreditation for Portfolio Management Director at Morgan Stanley and is thus among a select group of Financial Advisors within the firm who are qualified to manage client assets on a discretionary basis. Jean has been named to the Forbes list of Top Women Wealth Advisors in 2020 and 2021 and to the Forbes list of Best-In-State Wealth Advisors for 2020, 2021, and 2023.
She is a member of Morgan Stanley’s Master’s Council, and was selected by Morgan Stanley to be a guest speaker at the Best of the Best S&OP Conference, which featured Financial Advisors who consistently demonstrate best practices in guiding clients to achieve their personal and financial goals.
An avid runner and hiker, Jean enjoys being outdoors on weekends. She is also dedicated to raising awareness and resources for the Christopher & Dana Reeve Foundation as well as the Craig Hospital in Denver, Colorado.
The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.
2020, 2021, 2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2020, 2021, 2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2020, 2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2020, 2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Securities Agent: WV, VT, VI, VA, UT, TX, TN, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, WA, NH, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 1375289
NMLS#: 1375289
About Derek William Schneiderman
Derek Schneiderman joined the Schneiderman Wealth Management Group at Morgan Stanley in 2012. Derek creates custom-equity investment solutions for high net worth individuals; monitors portfolio management results; coordinates investment analysis; fosters new and existing client relationships; and maintains analysis of market trends.
Originally from Florida, Derek moved to Colorado in 2004. He graduated from the Leeds School of Business at University of Colorado Boulder with a B.S. in finance. When Derek is not working, he volunteers at Craig Hospital, speaking with spinal-cord and traumatic-brain-injury patients and their families. He also enjoys keeping healthy and fit, competing in races, listening to a variety of music and reading.
Originally from Florida, Derek moved to Colorado in 2004. He graduated from the Leeds School of Business at University of Colorado Boulder with a B.S. in finance. When Derek is not working, he volunteers at Craig Hospital, speaking with spinal-cord and traumatic-brain-injury patients and their families. He also enjoys keeping healthy and fit, competing in races, listening to a variety of music and reading.
Securities Agent: ID, CO, WI, VA, OR, OK, MA, DE, CA, AZ, WA, PA, NH, IL, VT, TN, MO, MN, MI, LA, IN, AL, NE, RI, OH, NJ, ND, MS, KS, WV, TX, NM, MD, MT, GA, ME, DC, SC, NY, NC, HI, UT, NV, KY, FL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1539469
NMLS#: 1539469
About Nicholas William Lombardi
Nicholas William Lombardi joined the Schneiderman Wealth Management Group at Morgan Stanley in 2015. Nicholas works closely with high net worth clients and their families by using a client-centered multigenerational approach to construct comprehensive, personalized financial plans that are designed to help identify, meet and exceed their financial goals.
In 2019, Nicholas earned the CFP® designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination, covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Mr. Lombardi earned degrees in Political Science and Business, concentrating in Financial Analytics from the University of Colorado Boulder. He holds Series 7 and Series 66 designations, as well as Colorado state licenses in Life, Variable, Health and Long-Term Care Insurance. As a member of both the Patient Faculty Advisory Council (PFAC) at UC Health and the Family Advisory Council (FAC) at Children’s Hospital Colorado, Nicholas is an advocate for adult and pediatric cardiac research. He also enjoys cooking, golfing and hiking.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
In 2019, Nicholas earned the CFP® designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination, covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Mr. Lombardi earned degrees in Political Science and Business, concentrating in Financial Analytics from the University of Colorado Boulder. He holds Series 7 and Series 66 designations, as well as Colorado state licenses in Life, Variable, Health and Long-Term Care Insurance. As a member of both the Patient Faculty Advisory Council (PFAC) at UC Health and the Family Advisory Council (FAC) at Children’s Hospital Colorado, Nicholas is an advocate for adult and pediatric cardiac research. He also enjoys cooking, golfing and hiking.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Securities Agent: NY, NM, MN, AZ, MI, GA, VT, NH, ND, MO, IL, ID, FL, DC, WV, ME, IA, AL, SC, NV, HI, DE, VA, NC, MS, CT, PA, MT, MD, MA, KS, VI, OR, OH, IN, CA, TX, OK, NJ, LA, CO, WA, UT, TN, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1437895
NMLS#: 1437895
About Gerard M. Olsen CRPS., CRPC.
As the Consulting Group Analyst for the Schneiderman Wealth Management Group at Morgan Stanley, Gerry helps develop customized financial plans and asset allocation proposals, as well as tailoring performance reports for clients. Gerry Olsen brings over 24 years of experience to his position with Morgan Stanley Wealth Management. He has worked with clients in the Financial Services and Financial planning Industry since 1992. Gerry is the service contact for Qualified Plans overseen by the Schneiderman Wealth Management Group at Morgan Stanley. Gerry oversees investment research, managed account trading, and analysis. He also is responsible for technical policy and standards, presentation materials, and performance measurement for client accounts.
Gerry is a graduate of State University of New York at Buffalo with a BA in Political Science. He has also pursued Graduate studies at New York University. He holds Series 7, 66 and 31 certifications, and is Life, Health and Annuity licensed. Gerry holds credentials through The College for Financial Planning as a Chartered Retirement Plans SpecialistSM, and a Chartered Retirement Planning CounselorSM. Though a New York native, Gerry has lived in Florida since 1991, with his wife Gail and two children, Kirsten and Gordon.
Disclaimer: This role cannot solicit or provide investment advice.
Gerry is a graduate of State University of New York at Buffalo with a BA in Political Science. He has also pursued Graduate studies at New York University. He holds Series 7, 66 and 31 certifications, and is Life, Health and Annuity licensed. Gerry holds credentials through The College for Financial Planning as a Chartered Retirement Plans SpecialistSM, and a Chartered Retirement Planning CounselorSM. Though a New York native, Gerry has lived in Florida since 1991, with his wife Gail and two children, Kirsten and Gordon.
Disclaimer: This role cannot solicit or provide investment advice.
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Wealth Management
Global Investment Office
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
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Creating customized financial strategies for the challenges that today’s families face.
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
5Morgan 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.
6Alternative 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
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.
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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate 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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
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.
5Morgan 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.
6Alternative 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
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.
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.
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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
