The Fleischer Group at Morgan Stanley

Contact Us
The Fleischer Group


Working together focused on one thing - your future

Our Story and Services

Our Story

Whatever retirement scenario you envision, getting there requires guidance and insight. At The Fleischer Group at Morgan Stanley, we can help guide you every step of the way by providing a comprehensive analysis of your current financial situation, including current assets, Social Security, pensions, and 401(k)s. With your goals as our guide, we will create a financial plan and an investment portfolio that aims to provide the income stream you need to help meet your desired objectives.

We are proud of the lasting bonds we have formed with our clients, and we are honored by the trust they have placed in us. Transitioning to retirement is challenging but also exhilarating, as you begin to explore the new possibilities it presents. We want to be your Financial Advisors and help you navigate this transition as well as continue to be a resource for you during your retirement. 

We welcome the opportunity to work with you to help create a retirement plan centered on the dreams you have.

Services Include

  • Philanthropic Services
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Wealth Consulting

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



1999 - Present: Morgan Stanley*
Executive Director
Senior Investment Management Consultant 
Financial Planning Specialist 
Financial Advisor
Troy, MI
1998 - 1999: Paine Webber

Working With You

Working With You

Four-step wealth management plan.

1.) Discovery: Help you assess your current financial situation. Discuss your financial goals and objectives. Talk about goals for your family and your lasting legacy. Help define your investment time frame and level of risk.

2.) Strategy Formulation: Help create a customized investment strategy based on your specific needs and risk tolerance. Provide portfolio design, goal-oriented asset allocation and solutions for income needs. Develop step-by-step financial plans, education plans and charitable giving plans. Use the financial planning process to assess your retirement needs, college savings, charitable giving, etc. Advise on company sponsored plans: 401k, stock options/grants and deferred compensation. Study cash flow and liability requirements. Seek to develop strategies to help minimize tax liabilities.

3.) Implementation: Provide a step-by-step investment implementation plan. Integrate your equity compensation and other employer benefits into your investment strategy. Offer consultation with your attorneys and tax advisors to ensure a unified plan moving forward.

4.) Monitor and Review: Continually assess investment allocation to determine if adjustments are needed. Conduct formal reviews throughout the year to monitor your progress. Adapt strategies based on the changing tax and regulatory environments. Adjust.



  • 2012-2018 Five Star Wealth Manager Award published by Detroit Hour Magazine.
  • Master's Council 2009-2013
  • President's Council 2005, 2006, 2007, 2008, 2014, 2015, 2016, 2017, 2018
  • Chairman's Council 2004
  • Blue Chip Council 2003


The Fleischer Group Video


Meet The Fleischer Group


Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds


Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

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

Dow    -460.19


Nasdaq    -196.29


S&P 500    -54.17

Market Information Delayed 20 Minutes

This 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: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures