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: IA, CA, CO, CT, DC, DE, FL, HI, 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

About Me

As the point person for daily client interaction, David Elias focuses on delivering the attentive, personalized service our clients expect from us. His ability to follow up and follow through on client questions and concerns helps them to feel comfortable and confident about their decisions. David believes in setting clear expectations and educating clients by presenting complex concepts in everyday language. His goal is to make the wealth management experience seamless, so our clients can focus on the people, interests and activities that enrich their lives.

After earning his B.A. in finance from Pace University, David began his career at Protiviti, a global consulting firm, where he focused on process risk assessment. He first joined Morgan Stanley in the commodities space in 2007, before working at UBS, where he gained exposure to equities. David returned to Morgan Stanley in 2013 to take on the new challenge of wealth management.

David lives in New York City. Outside of work, he enjoys running, hiking and traveling. He recently completed his first half marathon.
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.
Learn more about The Simple Six-Step Retirement Checkup

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
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

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

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.
Learn more about 6 Keys to Building a Startup

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.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

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
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
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.
Ready to start a conversation? Contact The Leopold Group today.
Market Information Delayed 20 Minutes
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: http://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