Susan Feitelberg

Achieving the financial future you envision is like running a marathon—it’s a long-term goal that requires planning, determination, discipline and persistence. As a CERTIFIED FINANCIAL PLANNER™ professional and Family Wealth Advisor, I am committed to being with you every step of the way, guiding you in the right direction and connecting you to the resources you need to reach your goals.

Since 1997, I have been helping successful individuals, families and institutions manage their financial affairs so they can focus on what they do best. The long-term relationships I’ve built over the years are the primary measure of my success, and putting my clients’ best interests first is my top priority.

Your relationship with me begins with an in-depth conversation about your values, interests and goals, as well as the people that bring joy and meaning to your life. We will also talk about your assets, your advisors, and your expectations from our relationship. Understanding the big picture of who you are and what you hope to accomplish enables me to help you develop a strategy that encompasses all the factors that may impact your financial life. From there, I curate the right expertise and experience needed for your specific situation, and coordinate the best-in-class resources required to bring your strategy to life.

Like a family office, I work alongside your other trusted advisors—such as your CPA, tax and estate attorneys, or real estate broker—to help ensure an integrated approach to managing your wealth. I am always just a phone call away if you need a sounding board or sympathetic ear. Being based in New York City also enables me to create opportunities to meet with portfolio managers in person, so I have unique insight into the analysis and intelligence behind your investments.

I look forward to learning more about you and your family, and exploring how I can help you achieve the financial future you envision.
Services Include
  • Sustainable Investing1
  • Executive Benefit Services2
  • Wealth Management3
  • Wealth Consulting
  • Estate Planning Strategies4
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MI, MT, NC, NE, NH, NJ, NY, OH, PA, SC, WA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1282381
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Awards

  • Forbes America's Top Women Wealth Advisors - Susan Feitelberg has been recognized in Forbes as one of the top women wealth advisors in the country for 2018 and 2017
  • Forbes America's Best-in- State Wealth Advisors Susan Feitelberg has been recognized in Forbes as one of the Best-in-State Wealth Advisors for 2018
  • Working Mother and Shook Research's Top Wealth Advisor Mother - Susan Feitelberg has been recognized in Working Mother magazine as one of the top wealth advisor mothers in the country for 2017

Experience

As a CERTIFIED FINANCIAL PLANNER™ professional, I help a select clientele of successful families and individuals develop and implement advanced investment and wealth management strategies that help them achieve their goals. I excel in collaborating with and leveraging the expertise of other top Morgan Stanley Financial Advisors to bring the best intellectual capital of the firm to my clients.

In 2017, I was recognized on Forbes’ inaugural list of Top 200 Women Advisors, a reflection of the high standard of service I delivers to my clients. I received my M.B.A from Northeastern University and my B.A. in Economics from The College of the Holy Cross, where I currently serve as a trustee.

I live on the Upper West Side of New York City with my husband, Andre Lejeune, and our son, Thomas. I am avid cyclist and have also competed in over 100 triathlons and a handful of marathons.

Susan Feitelberg was recognized on Forbes’ first-ever list of Top 200 Women Advisors in 2017 [link to press release]

Susan Feitelberg Press release _ Top Working Mothers .pdf

    Education

    • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
    • Masters of Business Administration, Northeastern University
    • B.A. in Economics, College of the Holy Cross

    Client Service Team

    • Scott Muldoon - Registered Client Service Associate
      Scott focuses on delivering exceptional client service while overseeing the opening and maintenance of accounts and addressing our clients’ day to day financial needs. He holds Series 7 and 66 licenses.

      Scott joined Morgan Stanley in 2017. Previously, he worked at UBS Financial Services in Wealth Management, where he assisted his team with constructing fixed income portfolios, trading options and handling syndicate deals for the group.   Scott earned his B.A. in Marketing with a minor in Management Information Systems from Villanova University, where he was captain of the rugby team.

      Originally from Westfield, New Jersey, Scott now resides in Midtown Manhattan. Outside of work, he enjoys spending time with his friends and family at their lake house in Stanhope, New Jersey.

    Location

    1290 Ave Of Americas, 12th
    Fl
    New York, NY 10104
    US
    Direct:
    (212) 893-7574(212) 893-7574
    Toll Free:
    (800) 827-1512(800) 827-1512
    Fax:
    (212) 705-4592(212) 705-4592
    From My Desk

    Forbes Top Women Wealth Advisors 2018


    Investment and Market Perspectives

    On the Markets

    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
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    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
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Ready to start a conversation? Contact Susan Feitelberg today.
    Market Information Delayed 20 Minutes
    1The 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.

    2Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    3Morgan 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.

    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.

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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.

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