Barbara Zech - Morgan Stanley Financial Advisor - Palm Beach Gardens, FL
Morgan Stanley
Barbara Zech, CIMA, CPWA
Senior Vice President
Wealth Advisor
3801 PGA Boulevard
Suite 700
Palm Beach Gardens, FL 33410
tel: (561) 776-6473
toll-free: (800) 327-6187 
fax: (561) 694-7073

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.

  • 401(k) 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 Strategies
  • Exchange Traded Funds
  • Executive Benefit Services
  • Executive Financial Services
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Futures
  • Institutional Services
  • Insurance Services
  • Access to 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 (M.A.)
    DePaul University
  • Masters of Business Administration (M.B.A. Finance)
    Abilene Christian University
  • Wharton School -Certified Investment Management Analyst (CIMA)
    University of Pennsylvania
  • University of Chicago
    Certified Private Wealth Advisor (CPWA)
  • 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
  • Listen to this podcast featuring Melanie Schnoll Begun, Managing Director, Philanthropy Management at Morgan Stanley Wealth Management as she discusses motivation of UHNW donors, why men and women give differently and the effects of the great recession on giving today.
Barbara Zech holds the following registrations:
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, LA, MD, MI, MT, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1261806

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*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. 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.
Awards Disclosures

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