Making Your Goals Our Focus

Whether you are looking for guidance on portfolio management, retirement, wealth transfer or legacy planning, we will work with you to explore your goals and translate them into a customized wealth management strategy that helps bring you closer to your personal definition of success.

Drawing on more than 60 years of combined investment management experience, we help you make sense of what's happening in the markets and how it applies to your unique situation. Beyond investment advice, we offer guidance and comprehensive solutions for every aspect of your financial life. We also serve as your financial quarterback, collaborating with your accountant and attorney to ensure that every member of your trusted advisory team is on the same page.

Our deep roots at Morgan Stanley are a testament to the longevity, consistency and stability we bring to our relationship with you. With our strong belief in loyalty, integrity and open dialogue, we strive to transcend the financial and support you and your family through all of life's important milestones.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6265(212) 603-6265
Toll Free:
(800) 843-0211(800) 843-0211

Meet The Leopold Group

About Me

Since joining Morgan Stanley in 1987, Jonathan Leopold has focused on helping clients identify and implement income replacement strategies as they transition from the workforce to retirement. He believes that, when it comes to finances, there is no one size fits all solution - every client relationship is unique and comes with its own set of challenges. To that end, Jonathan helps clients create customized plans for managing and protecting the wealth they've worked so hard to achieve.

Over the past 29 years, Jonathan has guided clients through bull and bear markets, and this experience has given him an informed perspective of how people perceive and tolerate risk. Having spent his entire career at Morgan Stanley, he is well positioned to help clients access the breadth of resources and intelligence at the firm for their wealth management needs.

Jonathan earned his B.A. in economics from the George Washington University. He lives in New Rochelle, New York with his wife, Amy. Outside of work, he is an avid golfer and practitioner of yoga.
Securities Agent: CA, CO, CT, DC, DE, FL, HI, IA, ID, MA, MD, MI, MN, MO, NC, NJ, NY, PA, PR, SC, TX, UT, VA, WY; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1275695

About Me

With more than 30 years of investment management experience, Michael Leopold focuses on helping multigenerational families develop wealth management and wealth transfer strategies that preserve their lifestyle while maximizing their long-term wealth. He believes strongly in interactive advisor-client relationships that allow him to collaborate with clients to coordinate the important aspects of their lives, allowing them to focus on their passions and interests.

Michael has a broad range of capital markets experience. He began his Wall Street career as a trader with Goldman Sachs in the early 1980s, which helped him gain valuable insight into the variables that influence the world financial markets. He combines this insight with this experience and training as a CERTIFIED FINANICAL PLANNER (CFP) to help clients create a roadmap for achieving their goals.

Michael holds dual degrees in Finance and Marketing from Boston University and earned his CFP designation in 2007. He lives in New Rochelle, New York with his wife, Anita, and their two dogs.
Securities Agent: CA, CO, CT, DC, DE, FL, HI, IA, ID, MA, MD, MI, MN, MO, NC, NJ, NY, PA, PR, SC, TX, UT, VA, WI, WY; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1273026
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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Access Morgan Stanley Online

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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 Leopold Group today.
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