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 Professionals 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: WY, VA, UT, TX, SC, PR, PA, NY, NJ, NC, MO, MN, MI, MD, MA, ID, IA, HI, FL, DE, DC, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative
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: WY, WI, VA, UT, TX, SC, PR, PA, NY, NJ, NC, MO, MN, MI, MD, MA, ID, IA, HI, FL, DE, DC, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor
NMLS#: 1273026

About Me

As the point person for day-to-day client interaction, David 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 Touro College, David began his career as an Accountant, where his primary focus was financial statement analysis. In this capacity, David gained an in depth aptitude for analytics and a hands on approach to problem solving. He then transitioned to Morgan Stanley, taking on the new challenges of Wealth Management
Originally from Los Angeles, David lives in Brooklyn, where he enjoys running, hiking and traveling.
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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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
Choosing an Environmental Charity

Choosing an Environmental Charity

There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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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

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
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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Ready to start a conversation? Contact The Leopold Group today.
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