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 November On the Markets from the Global Investment Committee featuring

    “A Pause to Refresh” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes there was little investor optimism in August, but much more now. That doesn’t mean the bull market is over, but that it might be ready for a pause.

    “Investment Themes for a Transformed China” The world’s second-largest economy is turning toward its consumers and relying less on heavy industry. Learn about some ways to take advantage of that tectonic change.

    • “Conditions May Be Just Right for Convertibles” Convertible securities are an often-overlooked asset class that straddles the stock and bond worlds. They can play several roles in a portfolio.

    • Plus, look for more on the economy and option funds, as well as a Q&A featuring Simon Webber of Hartford Schroders who explains how prospects for the European economy and stock market are improving.

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

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