Welcome to the Foxleigh Group

Most advisors offer either goal-oriented planning, or traditional portfolio management. The Foxleigh Group at Morgan Stanley was specifically assembled to bring clients both approaches. Our team consists of a traditional portfolio manager and a CERTIFIED FINANCIAL PLANNER professional , giving clients a well-rounded, comprehensive approach to managing their wealth. Each client gets thoughtful, resourceful, customized investing combined with leading-edge wealth management and analytics.
Services Include
  • UGMA/UTMA1
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

2330 W Joppa Rd
Suite 255
Lutherville, MD 21093
US
Direct:
(410) 296-9200(410) 296-9200
Toll-Free:
(800) 662-2576(800) 662-2576
Fax:
(410) 384-4943(410) 384-4943

Meet The Foxleigh Group

About Me

Burton Halpert

Senior Vice President

Financial Advisor

 

With more than 40 years of investment experience, Burt is a traditional investor with a special eye on non-traditional investments, such as options. He also strives for tax efficiency in client portfolios.

 

Before coming to Morgan Stanley, Burt spent much of his career at Alex Brown, where he developed his mathematical, analytic approach to options. Burt is proud that many of his clients have been with him for 40 years, and many have become personal friends.

 

Burt is a non-practicing attorney, having earned his JD from the University of Baltimore. He received additional schooling in investing and finance at the Wharton School at the University of Pennsylvania.

 

Burt spends his spare time with his wife, daughter and two grandchildren.
Securities Agent: MD, WV, WA, VA, TX, TN, SD, SC, PA, OR, OH, NY, NM, NJ, NH, NC, MO, MN, MI, ME, MA, LA, KS, IN, IL, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; BM/Supervisor; Investment Advisor Representative

About Me

Alexander Rotman, CFP®

Financial Advisor

 

Alex is a Certified Financial PlannerTM, bringing advanced planning and analytics to helping clients reach their goals.

 

Alex has more than 15 years experience as a financial professional. Before joining Morgan Stanley in 2009, he worked at Legg Mason Wood Walker and Deutsche Bank Alex Brown.

 

Alex earned his BS in Finance from Towson University and then continued his education with an MBA from Loyola College.

 

Alex is fluent in Russian. In his free time, he enjoys running and spending time with his wife, and their son and daughter.
Securities Agent: MD, WV, WI, WA, VA, TX, TN, SD, SC, PA, OR, OH, NY, NM, NJ, NH, NC, MO, MN, MI, ME, MA, LA, KS, IN, IL, HI, GA, FL, DE, DC, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1288035
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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Morgan Stanley and Justin Rose: A Winning Team

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Your Financial World. On the Go.

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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 Foxleigh Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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