About David Bieber
David Bieber, the founder of Bieber Group, has over 30 years of experience managing the complex financial planning and investment needs of ultra-high net worth individuals, foundations, qualified retirement plans, institutions, and family offices. David believes in the importance of an individualized approach, identifying each client’s unique goals and implementing appropriate strategic plans to help achieve identified objectives. David has built a team emphasizing intellectual rigor, customization, and committed service.
A member of Morgan Stanley’s Chairman Club since 2006, most recently in 2025, David ranks among the top advisors in the United States. He was named as one of Barron’s Top 1200 Financial Advisors in 2025. Additionally The Bieber Group of Morgan Stanley Private Wealth Management was named to Forbes Best-In-State wealth management teams list in 2025. Forbes magazine describes the recipients of their awards as those who “lead the way in offering best practices.”
David is a graduate of Binghamton University with a Bachelor of Arts in economics. He is a Certified Portfolio Manager within the Morgan Stanley Portfolio Management Program and a designated International Client Advisor. David enjoys spending his free time playing tennis, having guitar jam sessions, and exploring new food experiences.
Named to Forbes/SHOOK “2023, 2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/25
2025 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2025). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
Securities Agent: IL, MN, PA, MA, WY, TX, NV, ID, AZ, WI, OH, NJ, NH, IN, CA, TN, MI, SC, GA, CT, CO, WA, MD, VA, NM, AR, UT, SD, NY, NC, FL, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1278701