Story and Services

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Retirement Planning1
  • Financial Planning2
  • Divorce Financial Analysis3
  • Estate Planning Strategies4
  • Wealth Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

A Disciplined Investment Process

We work closely with you to understand your unique financial needs while maintaining the focus and discipline to help guide your portfolio through the most challenging market cycles.
  • Step 1: Getting to Know You and Your Goals
    We set a foundation based on your goals. We review your liquidity needs, time horizon and risk profile to develop the right approach or combination of approaches to suit your needs using the following tools:

    Goals-Based Investing
    Liability-Driven Investing
    Cash Management
    Required Return Approach
  • Step 2: Setting Goals According to Your Needs
    As your life stage changes, so do your goals. We look across your assets and liabilities to help you adapt your strategy to meet those changing demands from early/mid-career through late-career and retirement.
    Asset Allocation Recommendation
    Financial Model and Portfolio Construction
    Diversified Investment Strategy
  • Step 3: Creating Portfolios to Achieve Results, While Managing Risks
    We leverage the Firm’s Global Investment Committee to integrate asset allocation and thought leadership into advisory programs. Our analysts cover nearly 1,400 investment products available to advisory clients. We continuously manage risk by reviewing all aspects of your portfolio.

    Due-Diligence and Fund Manager Selection
    Implementation of Asset Allocation Strategy
    Investment Selection Based on Your Best Interests
  • Step 4: Ongoing Review
    ​We continuously manage risk by reviewing all aspects of your portfolio and investment performance, recommending appropriate adjustments and adapting strategy to changes in your personal and professional life.
    Our Client Process

Solutions for Your Retirement

We help you make informed decisions regarding your retirement.
  • Social Security Planning Strategies
    We will help you decide on the best strategies for your benefits including how to calculate your benefits and answering your questions:

    When should you receive your benefits?
    How will your benefits affect your income taxes?
    What will happen to your benefits as a working or non-working spouse, surviving spouse or after a divorce?
    Social Security
  • Strategic Legacy & Estate Planning
    We work closely with you to explore factors that are relevant to estate structures and strategies including:

    Reviewing existing estate plans
    Explaining general tax and estate planning strategies in the context of specific objectives, philosophies, concerns, income needs, etc.
    Collaborating with you, your Financial Advisors and your external tax and legal advisors to formulate tax and estate strategies
    Analyzing your tax and estate structures so that tax characteristics are accurately incorporated in asset allocation analyses
    Estate Planning
  • Tax-Efficient Investing & Withdrawals
    Tax-Efficient strategies may increase retirement returns without necessarily increasing risk. Even small reductions in tax costs can have enormous consequences for wealth accumulation. Incorporating tax strategies can significantly increase after-tax returns and improve the likelihood of reaching financial goals. Tax-efficient strategies work by either:

    Exempting Returns from Tax Liability
    Deferring Tax Liability
    Combining Elements of Both through Integrated Tax Strategies
    Tax Efficient Strategies

Let Us Help You as You Start Your New Life.

Our top priority is to understand your specific financial needs and then align the appropriate resources and tools to help empower you to meet them.

​Divorce can be costly and settlements will have long-term financial effects for you and your loved ones. Our team can help you regain control of your finances as you plan for your new beginning. We can help you avoid financial mistakes and oversights that arise in divorce negotiations.
  • Regain Control
    We focus on helping you with your financial life. Regardless of how complex your specific situation may be, we will help you define new goals within your current circumstances.
  • Identify Immediate Financial Needs
    Your immediate financial needs do not stop during the divorce; although many aspects of your life are rapidly changing. 
  • Create a Long-Term Financial Plan
    We will create a financial plan emphasizing consideration of your long-term needs including educational costs for children, retirement planning, debt management, and a holistic analysis of cash flow needed to maintain your lifestyle.
  • 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. 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.

    Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC.

Location

702 King Farm Blvd
Suite 500
Rockville, MD 20850
US
Direct:
(301) 556-2390(301) 556-2390
Toll-Free:
(855) 541-1020(855) 541-1020

Meet The Feldman Group

Photo of Marc Feldman

Marc Feldman

Executive Director, Wealth Advisor, Senior Investment Management Consultant

Phone:
(301) 556-2390(301) 556-2390

About Me

Marc Feldman directs the team’s investment strategy, wealth management process, equity and fixed income selection and portfolio review process. Marc has more than 25 years of experience and joined Morgan Stanley in 2000 after serving at Wheat First as Senior Vice President-Investments.  Marc has been a member of the firm’s President’s Club since 2000 and holds the professional licenses of Series 7, 63, 65, Managed Futures, and State Life & Health Insurance.  He studied business at the University of Maryland.
Securities Agent: TX, MD, DC, WY, WV, WI, WA, VA, UT, SC, RI, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NC, MS, MO, MN, MI, ME, MA, LA, IL, HI, GA, FL, DE, CT, CO, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1293964

About Me

Jeff Kaufman has over 23 years of experience providing wealth management advice to high net worth individuals and business owners. He focuses on financial planning and asset management. Jeff also focuses on providing retirement plan solutions to small businesses and corporations. Jeff joined Morgan Stanley in 2009 after spending 12 years at Merrill Lynch. He graduated from the University of Denver and also received an executive certificate in financial planning from Georgetown University.
Securities Agent: MD, WV, WA, VA, TX, TN, SC, PA, NY, NV, NM, NJ, NC, MT, MS, MI, ME, MA, LA, KS, IL, GA, FL, DE, DC, CA, AZ, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1296569

About Me

Debbie brings more than 23 years of industry experience to the Feldman Group. She leads the team's financial and retirement income planning process, money manager selections and client portfolio reviews.á She joined Morgan Stanley in 2000 and holds the Series 7, 63, 65, and Managed Futures professional licenses and also State Life & Health Insurance.

About Me

Lyssa Tavel has worked in Financial Services since 2013 and joined the FeldmanáGroup at Morgan Stanley in 2016 as a Registered Service Associate.á Prior to joining Morgan Stanley, Lyssa was a Financial Advisor with Capital One Investing and also the owner of an Interior Design company.áá LyssaÆs varied skills and experience are a great asset to ourágroup and our clients.á In addition to providing assistance with the day to day operations of our client accounts, she is the point of contact for our new concierge service and is tasked with all things creative including updates to our website and social media outreach.á Lyssa holds her Series 7 and 66 professional licenses.á Outside of work, she enjoys cooking, traveling and decorating.
Investment and Market Perspectives

On the Markets

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.

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.

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.

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.

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.

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.

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Morgan Stanley and Justin Rose: A Winning Team

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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.
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Your Financial World. On the Go.

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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.
Access Morgan Stanley Online

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Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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Sign Up for eDelivery

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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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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.
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Ready to start a conversation? Contact The Feldman Group 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 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.

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.

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.

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