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Rachel E. Gottlieb CFP®
Morgan Stanley
55 E 52nd Street |
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An industry veteran since 2002, Rachel is one of two senior advisors of Gottlieb Rose Wealth Management and a Managing Director. She and her business partner manage over $1.6 billion in assets at Morgan Stanley. Rachel is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Divorce Financial Analyst®. As a CDFA, Rachel specializes in the investment and financial planning needs of clients going through divorce. Rachel understands the complex financial aspects of divorce and provides personalized support through every stage of the divorce process, from intial consultation to post-divorce financial planning. Rachel acts as a sounding board and ensures her clients fully understand their financial options and can move forward with confidence. Rachel has also worked with Grammy award-winning artists and entertainers and professional athletes. As a NFLPA Institutional Financial Advisor with the National Football League Player Association and an Athletes and Entertainer's Consultant (AEC), Rachel works in partnership with UBS Sports and Entertainment team to provide holistic financial advice and guidance to help clients build financial futures and create a lasting legacy. Rachel's professional licenses include the Series 7, 31, and 66, as well as the Life, Accident and Health Insurance license and Variable Annuities. Rachel is the author of Zac's Dollar Dilemma, a book that teaches children to spend, save, give, and invest. She has spent time with children in schools and at bookfairs talking about financial literacy. She also dedicates her time to volunteer for Savvy Ladies, a financial advice hotline for women. She has a BS in Finance & Marketing from Lehigh University. Rachel lives in Westchester with her husband, Josh and two children, Zac and Lexi. |
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800.875.1760
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