OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
Focused on the Life You Envision
As your financial life becomes more complex, having a customized strategy that maps out a clear path to your personal and financial goals can help to simplify both your investment decisions and your life. At The Friedlander Group at Morgan Stanley, we believe comprehensive wealth management goes far beyond managing an investment portfolio. It also involves trust, empathy, careful listening and detailed insight into who you are and what you hope to accomplish with your wealth.
A Personalized, Strategic Approach to Wealth Management
Charting a clear, confident course to financial security begins with understanding your values, priorities and aspirations, all in the context of your full financial picture. Our personalized approach and disciplined consultation process centers around you and your family – where you are today and where you envision yourself in the future. We work together with you to define what is most important to you and then develop the strategies that are best suited to your unique needs, whether you are accumulating wealth, protecting against risk, planning for retirement or creating your legacy.
For us, service means much more than providing sound investment advice and strategic guidance. We value our clients as part of our close-knit financial family, and we are proud to serve our clients as a resource, a sounding board or even a sympathetic ear. Understanding that investments are only one important piece of your overall wealth management strategy, we also serve as the primary coordinator and connector for all your wealth planning needs, from money management, retirement planning and estate planning to insurance, taxes and business succession planning.
With You for All of Life’s Milestones
Led by a dynamic, multi-generational team, we focus on developing cohesive, integrated wealth management plans that are carefully structured to navigate today’s markets and tomorrow’s uncertainties. And, as your life evolves, we will be with you every step of the way to celebrate your milestones and provide the perspective and guidance you expect from a trusted advisor. Our mission is simple – to help empower you to pursue your passions and enjoy the wealth you have worked so hard to achieve.
For more than 20 years, Randy has been helping clients achieve their goals by developing and implementing customized wealth management strategies that align with their unique circumstances, values and hopes for the future. He earns trust and builds long-term relationships by listening to his clients’ concerns and delivering a strong combination of investment management experience and exceptional client service. A believer in investing with discipline and diligence, Randy strives to structure personalized wealth management plans that not only manage risk, but also increase the likelihood of positive outcomes.
Having spent his entire investment career at Morgan Stanley, Randy is well-versed in the global resources, specialized research and world-class solutions offered by the Firm. He utilizes this knowledge to deliver the comprehensive capabilities of Morgan Stanley to his clients, giving them a premier advisory experience. Recognizing that wealth is often a family affair, Randy recently completed a program at the Institute for Preparing Heirs and is currently enrolled in Morgan Stanley’s Institute of Family Wealth Management.
Randy studied at the University of Florida and earned a dual B.S. degree in Mathematics and Political Science from the State University of New York. He has held a Certified Investment Management AnalystSM (CIMA®) designation since 1995 and earned his Certified Personal Wealth Advisor (CPWA®) designation in 2010. These designations signify Randy’s commitment to excellence, ongoing education, ethical standards and a higher, more holistic level of service that takes into account each client’s full financial picture.
A U.S. Navy veteran, Randy lives in Pompano Beach with his wife. They have two sons. Deeply committed to community involvement, Randy currently serves as a director of the Jewish Community Foundation of Broward and as an Advisor on the Nova Southeastern University Professional Advisors Council. Previously, Randy served on several non-profit boards, including the Make-A-Wish Foundation of Southern Florida and the Planned Giving Council of Broward. An avid golfer and fitness enthusiast, Randy has participated in a number of marathons, including the Boston Marathon. He finds that training for a marathon is very similar to investing – both disciplines require consistency, process and a plan.
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VI, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor, Noah provides sound investment and financial guidance and builds strong relationships with our clients and their families. He prides himself on delivering a fiduciary standard of excellence that puts his clients’ best interests at heart. With his easygoing manner, youthful perspective and strong sense of ethics, Noah enjoys connecting with multiple generations of a family and making a difference.
By working closely with clients to articulate their short- and long-term financial goals, Noah utilizes a holistic approach to customize wealth management strategies that target what matters to clients most. His core areas of focus include managed money platforms, retirement planning, estate planning, trusts, business succession and fixed income investments. Noah, at his previous firm, also held a Certified Special Needs Advisor designation, signifying his commitment to helping families with special needs find integrated solutions through a teamwork approach that leverages the combined experience of a Financial Advisor, special needs attorney and disability advocate.
Noah joined Morgan Stanley Wealth Management in 2012 and began working with The Friedlander Group in 2016. Previously, he served as a Financial Advisor at Merrill Lynch. Before that, during the heart of the 2008 financial crisis, Noah worked as a project assistant in the corporate division of one of the top international law firms. In that role, he gained experience in evaluating credit and loan agreements, analyzing contract stipulations and conducting independent due diligence, a skill he finds valuable for investment selection.
Noah earned his Master’s in Business Administration (MBA) and his Bachelor of Science in Finance with a minor in Economics from Florida State University. During his studies, he was trained in upper-level macroeconomics by an advisor to the Federal Reserve, principles he applies when making financial recommendations to clients.
Noah grew up in Florida and currently lives in Fort Lauderdale. Outside of work, he enjoys spending time with friends and family. He is also actively involved in philanthropy to service and enhance the community through both the Rotary Club of Oakland Park Wilton Manors and The Jewish Federation of Broward County.
Securities Agent: AR, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, WI; General Securities Representative; Investment Advisor Representative
Maria is the driving force behind the personalized service experience we provide to every client. She also ensures that the day-to-day operations of the team run smoothly.
Maria began her financial services career at Franklin Templeton working for corporate actions and country registration of mutual funds. She joined The Friedlander Group at Morgan Stanley in 2015. Maria earned her B.B.A. at Florida Atlantic University’s College of Business with a double major in business management and real estate.
Born in Kansas City, Missouri, Maria attended high school in New York and returned to Manhattan after college graduation. She worked at Weill-Cornell University as an administrative manager for six years. While in New York, she earned her Certificate in Financial Management from Cornell before returning to Fort Lauderdale, Florida.
Maria enjoys working out regularly. An avid runner, she has participated in several 5k runs in the Fort Lauderdale area.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
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