Kevin J. Zezula

Associate Vice President, Financial Advisor

Contact Me
Kevin J. Zezula

MY MISSION STATEMENT

To have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. The effort is to help secure, improve and preserve your investment assets

My Story and Services

Kevin J. Zezula

My Story & Services

Headquartered in Rochester, Michigan, Kevin J. Zezula has distinguished himself by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families.

We are serving approximately 130 households that have entrusted us with their finances, as of March 2018. We are relentless in our focus on risk-adjusted performance relative to a client’s long-term goals. We bring warmth, compassion and coordination to clients’ wealth management that we feel is distinctive.

Kevin prides himself on the comprehensive services he offers, backed by the global resources of Morgan Stanley.

Kevin is a graduate of Michigan State University where he studied Business Administration and Finance. He lives in Oakland Township, MI with his wife and 4 children. Kevin graciously serves on the Board of Director's for Gilda's Club of Metro Detroit, President of Holy Family Regional School Dads' Club and Head Coach of Holy Family Regional School 4th Grade Football Team.

Access to Private Banking >

Services Include

  • Municipal Bonds
  • Planning for Education Funding
  • Executive Financial Services
  • Alternative Investments
  • Estate Planning Strategies
  • Corporate Retirement Plans
  • Business Succession Planning
  • Asset Management
  • Financial Planning
  • Wealth Management
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Stock Option Plans

Securities Agent: AZ, CA, CO, FL, GA, MI, MN, MT, NY, OH, SC, TX, WI; General Securities Representative; Investment Advisor Representative


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

Client Service Team

Client Service Team

Kathy Miller

Registered Associate


Kathy is thrilled to be a part of Kevin's Client Service Team.  From account opening and processing paperwork to answering your questions and assisting Kevin in day-to-day operations, you play a pivotal role in her day!  Kathy has 10 years in the business and, more specifically, has worked at Morgan Stanley since October 2014.  She is licensed with the Series 7 investment license and the Series 66.

Originally from Bloomfield Hills, Kathy and her husband, Greg, have moved around with world, including one-year in Germany and nearly five-years in Japan.  They settled in Rochester 16 years ago with their children, Jeff & Kevin.  Now that the boys are out of the house, she has plenty of free time to enjoy the gym, travel, sail and enjoy all things with her boys!

Phone: 248-218-8251

Email: Kathy.miller@morganstanley.com

Working With You

Working With You




1. Wealth Management Planner – I will clearly articulate how each financial decision impacts financial security; both in the long and short-term and focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.

2. Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted.  The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix.

3. Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.  

4. + Friend – I am intentional about impact every day and will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished.

Our Clients

Clients

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

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

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

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

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

Ready to start a conversation? Contact Kevin J. Zezula today.

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