The Lizzio Group - Morgan Stanley Team - Garden City, NY
Morgan Stanley
The Lizzio Group
at Morgan Stanley
Consulting Group
1300 Franklin Ave
Garden City, NY 11530
tel: (516) 683-3183
toll-free: (800) 473-0031 

Our resources give us the ability to provide a disciplined investment approach that can react to shifting economic environments and market trends.

Welcome

Since 1980, Joseph Lizzio has been a part of the Wall Street community, and in 1986, he started working in a Financial Advisory capacity with Morgan Stanley. Over the years, clients served have ranged from high net worth families, business owners, labor unions, non-profit organizations, corporations, as well as professional athletes and celebrities. Presently, he leads our team comprised of dedicated professionals who are committed to helping you achieve your financial goals.

We apply a consultative approach to each relationship where clients’ interests are paramount. Sometimes, the financial issues clients have can be complex and require thought, strategy and vision. After doing our due diligence and appropriate analyses, we deliver customized solutions which seeks to increase the probability of you meeting your particular financial goals. We accomplish this by providing principles of financial planning as well as modern portfolio theory in all instances. This strives to maximizing returns while minimizing risk. Our process is strategic with a tactical overlay that supports flexibility and lends itself to intellectual rather than emotional decisions.

We hold ourselves to the highest standard of personal and professional conduct. Trust is the cornerstone of each client relationship, and therefore we are mindful of our fiduciary responsibilities. We also strive for operational excellence in the pursuit of delivering a superior experience. This happens through teamwork and continuously examining ways in which we can improve. This is in honor of you, our client, our friend.

In an effort to best serve our clients, our team will collaborate with other professionals and may even engage in a strategic alliance when warranted. These kinds of professional alliances can consist of CPA’s, attorneys, agents or managers, as well as other professionals that we network with. Often this leads to an enhanced service offering for these professionals and their clients, allowing for a holistic approach when it comes to wealth management.

‘Our clients have access to the vast resources of Morgan Stanley while enjoying the personalized attention of a wealth advisory team that knows them by name.’




Bulletin Board
  • As the managed money unit of Morgan Stanley, Consulting Group has a long history of providing investment consulting advice and services to a broad range of individual and institutional clients. Their mission is to provide the highest level of sophisticated financial advice; objective investment manager, economic and capital markets research; and asset allocation advice to our clients.

  • See April On the Markets from the Global Investment Committee featuring

    “Price Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes the price you pay for global equities today matters more than it has in the past several years. A good price paid is the investor’s margin of safety. 

    “The Unpriced Inflation Agenda" While inflation reports have been tame so far, aggressive fiscal stimulus, a weak dollar and rising protectionism could combine to drive inflation higher than the markets—especially, the bond market—expect, warns Lisa Shalett, head of Wealth Management Investment Resources and head of Investment and Portfolio Strategies for Morgan Stanley Wealth Management.

    • “Dividend Growth Amid Rising Interest Rates” Stocks and sectors that show high dividend growth—not the highest dividend yields—are best insulated from rising inflation and interest rates, write Dan Skelly and Kevin Demers, equity strategists at Morgan Stanley Wealth Management. Some of the sectors that look promising for dividend growth are financials, growth utilities and global integrated oil.

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures

pp:7953 mp: 2796