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
- Asset Management
- Business Planning
- Business Succession Planning
- Cash Management
- Certificates of Deposit
- Corporate 529 Plans
- Corporate Cash Management
- Corporate Pension Funds
- Corporate Retirement Plans
- Corporate Trust Services
- 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
- 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
- Masters of Law (M.A.)
- 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
- 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)
- 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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, RI, SC, TN, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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