The LLL Group at Morgan Stanley

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.

Through his career, 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.

Master’s Club Member, 2010-2017, 2019-2021

With more than 40 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.

Master’s Club Member 2010 - 2021

As a CERTIFIED FINANCIAL PLANNER (CFP^®), Joe has extensive knowledge of investment planning, retirement planning, estate planning, insurance, and income tax planning. With almost two decades of industry experience, Joe leverages his extensive knowledge and background by providing comprehensive wealth management solutions to his clients using advanced financial planning strategies.

Through his consultative approach and genuine empathy, Joe has earned his clients’ confidence throughout all market conditions. He communicates regularly with his clients and creates strong relationships built on trust and attention to detail. He considers your financial life from every angle to provide you with the guidance and tools to help build and preserve your wealth and financial legacy.

Promoting financial education to the "next generation," is a passion of Joe’s. He provides financial education to family members, and the children, and of his clients. He also delivers mentorship events for college students who are interested in learning about the Wealth Management industry in New York.

Joe lives in Staten Island, New York with his wife Christie and their three boys: Louis, Anthony, and Joseph. He enjoys traveling, playing golf, and coaching his children’s basketball and flag football teams. He is well regarded in the local community where he volunteers with the Knights of Columbus and is active in his parish Our Lady Star of the Sea.

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 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.

Sam is a Registered Associate for the LLL Group. He graduated from the University of Maryland in 2013. He then began his professional career in media sales at Altice in New York city before moving into various sales and account management positions within the digital marketing industry.

Sam joined the Leopold group in 2019 and holds the Series 7 and 66 registrations. Sam manages the onboarding process for new clients while providing an all-encompassing white glove service to existing clients and their families.

Sam currently resides in New York city where he enjoys travelling through the five boroughs and participating in weekend sports.