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I oversee The Zech Group at Morgan Stanley Wealth Management which provides financial and investment advice to high net worth individuals, families and businesses in the United States and Canada. My mission is to understand each client’s specific needs and assist in achieving the client’s particular goals, while mitigating risk. Client’s goals may include preparation for life events such as retirement and generational wealth transfer.
Services
- 401k Rollovers
- 529 Plans
- Alternative Investments
- Annuities
- Asset Management
- Business Planning
- Business Succession Planning
- Cash Management
- Certificates of Deposit
- Commodities
- Corporate 529 Plans
- Corporate Cash Management
- Corporate Pension Funds
- Corporate Retirement Plans
- Corporate Trust Services
- Corporations
- Education Planning
- Endowments and Foundations
- Estate Planning
- Exchange Traded Funds
- Executive Benefit Services
- Executive Financial Services
- Family Consulting
- Financial Planning
- Fixed Income
- Foreign Exchange
- Futures
- Institutional Services
- Insurance Services
- Investment Policy Statements
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Planning for Special Needs Individuals
- Precious Metals
- Professional Portfolio Management
- Qualified Plans
- Qualified Retirement Plans
- Retirement Planning
- Stock Option Plans
- Stock Purchase Plans
- Taft-Hartley Plans
- Trust Services and Accounting
- Wealth Management
Education and Licensing
- Masters of Law
DePaul University - Wharton School -Certified Investment Management Analyst (CIMA)
University of Pennsylvania - Masters of Business Administration (Finance)
Abilene Christian University - Series 6, 7, 63, 65, 31, and Insurance licenses
Honors and Recognition
- Barbara has been a member of Morgan Stanley’s President’s Club, a distinction reserved for selected Financial Advisors
- Since 2007, Barbara has attended “invitation only” Barron’s Top 100 Women Financial Advisor Summit
- Barbara is a former adjunct professor at Florida Atlantic University (FAU)
Bulletin Board
For an investment plan as unique as your needs, Request an Appointment, call or email me.
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I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Barbara J. Zech is licensed in the following state(s):
AZ, CA, CO, CT, DC, FL, GA, ID, LA, MA, MI, MO, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA
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: http://www.morganstanley.com/disclaimers/mssbemail.html. 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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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 Smith Barney.
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 Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
