Welcome

The Feinberg Group At Morgan Stanley has over 95 years of combined experience advising clients through all kinds of market conditions and economic environments. Over and over, we hear the same question – “will I have enough money?” Our goal is to help our clients make good financial decisions, so they can feel secure about their future. Investments are an important part of that, of course, but we also work with clients to create financial plans that include wealth transfer, estate planning strategies, charitable giving and more. We want to be your first call before you make any decision involving money.Click here to view our Team Brochure>
Services Include
  • Trust Accounts1
  • Estate Planning Strategies2
  • 401(k) Rollovers
  • Financial Planning3
  • Professional Portfolio Management4
  • Qualified Retirement Plans5
  • Wealth Management6
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Summary of Professional Details






Louis E. Feinberg

Senior Vice President
Financial Advisor



More than 50 years helping clients

"Five Star Wealth Manager" in Orlando Magazine for 2013

Barron’s “Top 1000 Advisors,” 2009

BS, University of North Carolina

JD, University of Florida

Previous Board Member with Tampa-Orlando-Pinellas Jewish Foundation, Temple Israel, Orlando Science Center, Winter Park Hospital




Andrew F. Feinberg

Senior Vice President
Financial Advisor



More than 20 years of experience

Been with the Feinberg Group since 1998

BS, Finance, Florida State University

JD, Thomas Cooley School of Law

Investment Consultant designation from the Wharton School of Business






Steven M. Schelling, CFP

Senior Vice President
Financial Advisor



More than 24 years with Morgan Stanley

Served as both Branch Manager and Financial Advisor

Works extensively with analytics and data-driven decision-making

Background in technology with IBM

BS, Computer and Electrical Engineering from Purdue University

Member of Financial Planning Association (FPA)

    Location

    250 So Park Avenue
    Suite 500
    Winter Park, FL 32789
    US
    Direct:
    (407) 740-4909(407) 740-4909
    Toll-Free:
    (800) 829-5105(800) 829-5105

    Meet The Feinberg Feinberg Schelling Group

    About Me

    Louis is the Senior Partner and founder of the Feinberg Group. He has been serving our clientele with distinction and professionalism since 1966, and still works with a number of original clients and their descendants. Louis has earned a number of industry awards and recognitions. He was selected as one of Barron's Top 1000 Advisors nationwide in 2009. Louis was also recognized as a "Five Star Wealth Manager" in Orlando Magazine for 2013. Louis earned his undergraduate degree from the University of North Carolina in Chapel Hill, and received a Juris Doctor Degree from the University of Florida. Although not practicing law, he has been a member of the Florida Bar since 1965. Additional study in Finance and Wealth Management was completed at the Wharton School of Business at the University of Pennsylvania. Louis is a committed and passionate supporter of many civic and religious organizations. He is a founding member of Tampa-Orlando-Pinellas Jewish Foundation and served as a past President, Treasurer and Chairman of the Investment Committee; a past President and board member of Temple Israel; President and Chairman of the Past Presidents-Board of Trustees of the Orlando Science Center; a founding member and past Treasurer of the Jewish Community Center of Orlando; and a member of the Board of Trustees of Winter Park Hospital and Winter Park Health Foundation.
    Securities Agent: TX, NC, FL, WA, VA, UT, TN, SC, PA, OR, OH, NY, NJ, MO, MN, MI, MD, MA, LA, IN, IL, ID, HI, GA, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1268395

    About Me

    Andrew works with clients to craft wealth management and investment strategies. He began his career with Morgan Stanley in 1997, and soon thereafter joined with his father in 1998. Andrew earned a BS in Finance from Florida State University, and a Juris Doctor Degree from the Thomas M. Cooley Law School . He earned his Investment Consultant designation from the Wharton School of Business at the University of Pennsylvania. While not currently practicing law, Andrew has been a member of the Florida Bar and Orange County Bar since 1997. He formerly served on the Board of Trustees for the Florida State University Foundation, and currently serves on the TOP Jewish Foundation, and as a board member for Temple Israel of Winter Springs. He is a past board member of the JCC of Greater Orlando, and is a graduate of Leadership Orlando.
    Securities Agent: TX, FL, WA, VA, UT, TN, SC, PA, OR, OH, NY, NV, NJ, NC, MN, MI, ME, MD, MA, LA, KY, IN, IL, ID, HI, GA, DE, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 1290540

    About Me

    Steve brings a varied background to helping clients grow, protect and pass on their wealth. He has been with Morgan Stanley for more than 20 years, working in roles as a branch manager and a financial advisor. He joined the Feinberg Group in 2014 and is using his leadership experience to guide clients through complex decisions and market cycles. Steve earned a BS in Computer and Electrical Engineering from Purdue University and additional study at the Wharton School of Business. His previous 10 year career with IBM is invaluable experience for helping make good investment decisions. Steve is active in our community serving in leadership roles in YMCA, Boys & Girls Clubs, and Boy Scouts. He is married, the father of 3 teenage boys, and enjoys golf, basketball and scuba diving.
    Securities Agent: TX, FL, WA, VT, VA, UT, SC, PA, OR, OH, NY, NJ, NC, MO, MI, MD, MA, LA, IN, IL, ID, HI, GA, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1268272

    About Me

    Jackie is a 25 year veteran within the Financial Services Industry. She joined Morgan Stanley and the Feinberg Group over 15 years ago. As a Senior Client Service Associate, her primary responsibility is to provide the suite of account management services to the Feinberg Group clients and help ensure they are delivered with the highest quality. Among her many duties, Jackie works with the attorneys of our clients to coordinate our mutual efforts with estate and trust accounts. Jackie is married and the mother of two children

    About Me

    Andrea has been with Morgan Stanley and the Feinberg Group for over 15 years. Andrea's experience in financial services allows her to address a broad spectrum of customer service needs for clients of the Feinberg Group. She focuses on client needs especially within IRA's, Annuities and Managed Accounts. Her outstanding skills, communication and attention to detail allow us to provide exceptional service to our clients. Andrea is married with 3 children.

    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.

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    More from Morgan Stanley

    Consolidate Your Cash at a Competitive Rate

    Consolidate Your Cash at a Competitive Rate

    2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
    Learn more about Consolidate Your Cash at a Competitive Rate
    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Feinberg Feinberg Schelling Group today.
    Market Information Delayed 20 Minutes
    1Morgan 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.

    2Morgan 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.

    3Morgan 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.

    4Morgan 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.

    5Tax 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.

    6Morgan 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.

    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 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.


    CRC 2019752 10/2018