Barry Gottlieb
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Barry Gottlieb Email & Phone Number

Financial Advisor | Vice President | CFP® | CDFA® at Morgan Stanley at Morgan Stanley
Location: New York City Metropolitan Area, United States 4 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@morganstanley.com
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Current company
Role
Financial Advisor | Vice President | CFP® | CDFA® at Morgan Stanley
Location
New York City Metropolitan Area, United States
Company size

Who is Barry Gottlieb? Overview

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Quick answer

Barry Gottlieb is listed as Financial Advisor | Vice President | CFP® | CDFA® at Morgan Stanley at Morgan Stanley, a with 501 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Barry Gottlieb.

Barry Gottlieb previously worked as Financial Advisor | Vice President at Morgan Stanley and Financial Advisor | Vice President at Morgan Stanley. Barry Gottlieb holds Mba, Finance from Rutgers, The State University Of New Jersey - Rutgers Business School.

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Email format at Morgan Stanley

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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Barry Gottlieb. Compare company email patterns before reaching out.

Profile bio

About Barry Gottlieb

Areas of Focus: Retirement PlanningAlternative Investments Equity CompensationEducation PlanningDivorce PlanningPortfolio ManagementAdditional Titles:Workplace Advisor - Equity CompensationLending SpecialistNMLS#: 1261874Please note: I do not accept connection requests from solicitors or recruiters.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Current workplace

Barry Gottlieb's current company

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Morgan Stanley
Morgan Stanley
Financial Advisor | Vice President | CFP® | CDFA® at Morgan Stanley
New York City
Employees
501
AeroLeads page
4 roles

Barry Gottlieb work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Vice President

Current

New York, Ny, Us

©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/barry.gottlieb. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates. The use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field. NMLS#: 1261874

Nov 2024 - Present

Financial Advisor | Vice President

New York, Ny, Us

Jul 2010 - Oct 2024

Wealth Management Banker/Premier Client Manager

Charlotte, Nc, Us

Aug 2007 - Jun 2010

Small Business Specialist

Charlotte, Nc, Us

Jul 2005 - Aug 2007
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

2 education records

Barry Gottlieb education

Mba, Finance

Rutgers, The State University Of New Jersey - Rutgers Business School

Bs, Management

Rutgers, The State University Of New Jersey-New Brunswick
FAQ

Frequently asked questions about Barry Gottlieb

Quick answers generated from the profile data available on this page.

What company does Barry Gottlieb work for?

Barry Gottlieb works for Morgan Stanley.

What is Barry Gottlieb's role at Morgan Stanley?

Barry Gottlieb is listed as Financial Advisor | Vice President | CFP® | CDFA® at Morgan Stanley at Morgan Stanley.

What is Barry Gottlieb's email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Barry Gottlieb at Morgan Stanley.

Where is Barry Gottlieb based?

Barry Gottlieb is based in New York City Metropolitan Area, United States while working with Morgan Stanley.

What companies has Barry Gottlieb worked for?

Barry Gottlieb has worked for Morgan Stanley and Bank Of America.

Who are Barry Gottlieb's colleagues at Morgan Stanley?

Barry Gottlieb's colleagues at Morgan Stanley include Jialin Wei, Anjali Prettypaul, Zsófia Boros-Turcsányi, 汤世稳, and Matthew Jacobs.

How can I contact Barry Gottlieb?

You can use AeroLeads to view verified contact signals for Barry Gottlieb at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Barry Gottlieb attend?

Barry Gottlieb holds Mba, Finance from Rutgers, The State University Of New Jersey - Rutgers Business School.

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