Rachel Gottlieb
Managing Director @Morgan Stanley
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WORK HISTORY
Managing Director @Morgan Stanley
US
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EDUCATION
Lehigh University College of Business
Bachelor of Science (BS), Finance and Marketing
ABOUT RACHEL GOTTLIEB
An industry veteran since 2002, Rachel is one of the founders of the Gottlieb Rose Group and a Managing Director. She is a CERTIFIED FINANCIAL PLANNER®™ (CFP®) and a Certified Divorce Financial Analyst®™ (CDFA®™). Over the course of her career, Rachel has worked with Grammy award-winning artists, entertainers and professional athletes. As an NFLPA Institutional Registered Financial Advisor, Rachel works in partnership with Morgan Stanley and its Global Sports & Entertainment team to provide holistic financial advice and guidance to help clients build financial futures and create a lasting legacy. With her Certified Divorce Financial Analyst®™ (CDFA®™) designation, Rachel also works closely with clients to make well-informed financial decisions pre- and post-divorce. Focused on multi-generational planning, she helps clients grow, preserve and eventually transfer wealth. Rachel focuses in helping clients through transitional events- such as the sale of a business, retirement, planning for a family. Committed to her clients, she focused on their goals and serves as their financial advocate every step of the way.Her professional licenses include the Series 7, 31, and 66, as well as the Life, Accident and Health Insurance license and Variable Annuities. Her bachelor’s degree is in Finance & Marketing from Lehigh University in Pennsylvania.She is the author of Zac\'s Dollar Dilemma, a book teaching children to save, spend, give and invest. Rachel has been featured and quoted in Barron\'s, Forbes, Fox, Fortune, Vogue, The Wall Street Journal, amongst other publications and networks.
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