About Eric Felsenfeld
Eric Felsenfeld earned a bachelor of arts in marketing from Indiana University’s Kelley School of Business, where he participated in campus activities such as the Stock Market Club and Habitat for Humanity. He began his career as a financial planner with Morgan Stanley, developing relationships with business owners and non-profits and presenting wealth management action plans that relied on extensive knowledge of the firm’s financial products and services. Eric's specialized in comprehensive financial planning and goal based investment management.
From Morgan Stanley, Mr. Felsenfeld joined TD Ameritrade as a consultant, earning Circle of Champions honors in 2006 and 2007. Since 2009, he has served as a managing partner with Liberty Wealth Management, LLC in Rockville, Maryland. Working with individual and corporate clients, he creates customized financial planning strategies, encompassing college and estate planning, investment management, and insurance.
When he is not helping clients reach their financial goals, he enjoys playing tennis, running, and spending time with his family
From Morgan Stanley, Mr. Felsenfeld joined TD Ameritrade as a consultant, earning Circle of Champions honors in 2006 and 2007. Since 2009, he has served as a managing partner with Liberty Wealth Management, LLC in Rockville, Maryland. Working with individual and corporate clients, he creates customized financial planning strategies, encompassing college and estate planning, investment management, and insurance.
When he is not helping clients reach their financial goals, he enjoys playing tennis, running, and spending time with his family
