Barbara Zech

CIMA, CPWA, Senior Vice President, Wealth Advisor, Certified Private Wealth Advisor, Certified Investment Management Analyst

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Barbara Zech

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Biography

Barbara Zech helps deliver exceptional solutions to “self-made” business owners, corporate executives, retirees to help navigate important financial decisions.  She is known for keeping matters in the vault of confidentiality while effectively getting things done.

After a career in Law, Barbara found her greater passion working on Wall Street and has been with Morgan Stanley in the Palm Beach Gardens office since 1995. She holds degrees in Law(now non-practicing), MA, and Finance, MBA, and is both Certified Investment Manager Analyst (CIMA®) from Wharton School of Business and Certified Private Wealth Advisor (CPWA®) from University of Chicago. These serve as the deep foundation for The Zech Group’s comprehensive wealth management process.  This starts with understanding each client’s specific needs and goals, mitigating risk and managing assets for multiple objectives (liquidity, longevity, legacy).  Barbara provides financial and investment advice to individuals with exceptional wealth, families and businesses in the U.S. and works with International Wealth Managers.

Philanthropy matters to Barbara and she serves as Endowment and Finance Member at Large and Officer of First Presbyterian Church of North Palm Beach and is active with: Furry Friends Animal Shelter, Adopt a Cat Foundation, Peggy Adams Animal Shelter, Busch Wildlife Sanctuary, IMCA, Quebec Chamber of Commerce, World Trade Center West Palm Beach, and Palm Beach Women’s Network.  Her personal interests include international travel, professional chorale singing, weight training, mountain climbing, trekking and hiking.

Areas of focus
Design, implementation and monitoring comprehensive investment plan. Capital Preservation, Risk Management, Help with Estate Planning, Retirement Planning, Generational Wealth Transfer and Philanthropic Services.

Morgan Stanley President's Club 1997-2012 and Master's 2013-2016
2007-2016 Barron's Top 100 Women's Summit

Securities Agent: AL, AZ, CA, CO, CT, 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

NMLS#: 1261806


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

Services

  • Wealth Consulting
  • Wealth Management
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Commodities
  • Corporate Bonds
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Professional Portfolio Management
  • Retirement Planning
  • Sustainable Investing
  • Stock Option Plans
  • Structured Products
  • Trust Accounts
  • Trust Services*

Location

Location

  • 3801 PGA Blvd
  • Suite 700
  • Palm Beach Gardens, FL 33410


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    More From Morgan Stanley

    Ready to start a conversation? Contact Barbara Zech today.

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