OUR MISSION STATEMENT
Working Hard, Smart, and Together
Working Hard, Smart, and Together
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.
Our commitment and experience in working with institutions and their trustees has led us to develop a sophisticated consulting process that leverages all of Morgan Stanley's resources, second to none in scope and access. Our work with families has shown us that everyone has a unique story to tell, so our approach is always customized and we honor the importance of understanding each client's history and mission. We aim to combine these experiences with every client and deliver an institutional level of service and sophistication with a familial standard of care.
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.
‘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.’
Whether you are a business owner, trustee, non-profit organization, or corporation we understand the challenging path you have overcome to arrive at where you are today. We appreciate the devotion you have put forward in serving your institution’s best interests and we aim to match that same cherishing ideology in helping you make the difficult decisions involved in ensuring the safety of your organization’s hard earned financial stability. Our institutional clients are characterized by their overwhelming passion and endearing respect for their organizations as well as their constituents. It is for this reason that our team strives to outwork our competitors and provide you with best in class financial consulting services. We work hard because we know you do too.
Institutional Consulting Services
While our clients come in all shapes and sizes, families we work with tend to have strong values rooted in an understanding and appreciation of hard work. We respect that spirit of dedication and determination to become successful, as our roots within The Lizzio Group stem from a very similar path. That is why it is our goal to emulate that same attitude and tenacity when it comes to managing your finances outworking the competition and helping you feel confident about your investments as you prepare for your financial future.
Family Wealth Management
Upon beginning your journey with The Lizzio Group you will be taken through our unique step by step client discovery process where we will meet with you to focus on understanding where you are in your pursuit toward financial security. With this understanding of your current position, experiences, needs, and preferences, including risk tolerance, we are able to assist you with setting a course of attainable goals in a world that is often complex. This permits us to use our experience and intellectual capital to then guide you with the same keen insights that we use with our largest institutional clients to fashion a customized and diversified investment portfolio that is just right for you. Our open architecture approach can even include the use of alternative kinds of investments. Once we together refine the portfolio composition to meet your approval and it is implemented, we monitor the portfolio with customized performance reports that help us to ascertain the progress we are making. As we seek to nurture your relationship with us, beyond our personal touch approach, you can expect other touch points with us via a calendar full of regularly scheduled symposiums where guest speakers illuminate on varied topics that we feel are pertinent and important to you. Wherever you are on life’s journey, whether you are a first time investor or need guidance as you plan for retirement or maybe even succession planning, we are here to assist you in making the best of the possibilities before you as a trusted friend.
As you embark upon your relationship with The Lizzio Group, we first take the time to understand and appreciate your team’s background, journey, and goals, just as we would for our individual clients. As we help you towards achieving all of your fiduciary responsibilities, we assist your team in implementing proven procedural processes within your boardroom so that you may become well versed in forming a swift and smooth consensus when making your strategic decisions. With these processes in place we are able to craft a customized risk profile which will act as a roadmap to help us asses which path to follow in helping you attain your goals. Using your risk profile, our team helps you assemble your personalized Investment Policy Statement, outlining your unique asset allocation and ensuring that our strategy is consistent with your team’s ambitions. After your statement has been refined and finalized, we walk you through the process of choosing money managers who believe to be favorable to implement your Investment Policy Statement, offering our recommendations each step of the way. Once your money manager has been selected, we are able to deliver your customized investment portfolio, diversified using handpicked selections from our extensive suite of alternatives. After your portfolio has been put into action, our team continues to monitor your returns as we engage in tactical asset allocation, helping to preserve your investments in periods of uncertainty. As our team oversees your investments, we are provided enhanced performance reports which allow us to evaluate our progress. Throughout our process we are continually analyzing our results in relation to our peers’. Whatever your goals, we are here to help you make the most of your opportunities and offer you a friendly guidance in navigating the winding path to your financial future.
Joe serves as an Investment Consultant to high net worth individuals and institutional clientele, focusing on constructing and monitoring personalized investment processes. As the founder of The Lizzio Group at Morgan Stanley, Joe also manages the team to help ensure excellence in each client experience.
Joe’s Wall Street career began in 1980 and he has been with Morgan Stanley since 1986. Over the years, he has spoken at numerous forums and has made many editorial contributions as well. He received his qualifications for designation as a Certified Financial Planner™ (CFP®) from Adelphi University in 1989. In 1996, Joe attained the designation Certified Investment Management Analyst® (CIMA®) by completing courses held at the University of Pennsylvania’s Wharton School of Business. In 2011, he received the Chartered Retirement Plan Specialist designation from the College of Financial Planning. He also holds the Accredited Investment Fiduciary® (AIF®) designation.
Joe is currently a member of the International Foundation of Employee Benefit Plans, the Metropolitan Cemetery Association, the New York State Association of Cemeteries, International Cemetery, Cremation and Funeral Association, as well as the Investment Management Consultants Association and the Association of Professional Investment Consultants. He also serves on the board of directors of the YAI/National Institute for People with Disabilities’ Corporate Source.
Joe lives on Long Island and is the proud father of two sons. In his spare time he coaches his youngest son's ice hockey team. He also manages and plays the bass guitar in the band Something In Between.
BM/Supervisor; Securities Agent: AK, AZ, CA, CO, CT, FL, GA, ME, NC, NJ, NY, OH, PA, RI, SC, VA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Maria is dedicated to helping families, professionals and organizations effectively manage their finances. From personal and professional experiences, she has learned that life brings unexpected tribulations that can lead to financial decisions becoming emotional rather than rational, so she strives to manage the emotional aspects of investing as well.
After receiving her degree in accounting from St. John's University in 1986, Maria has enjoyed a successful career, first in public accounting as a tax and audit manager, and was later recruited into the private sector to serve as assistant controller of a broker dealer. In 1998, Maria joined Morgan Stanley as a Financial Advisor. In addition to the Series 7, 31, 63, 65, and Life and Health Insurance Licenses; in 2008 Maria obtained the Investment Consultant designation from the prestigious Wharton School of Business.
In addition to her career as a Financial Advisor, Maria is the proud mother of three teenage girls. She serves on the board of both the Hewlett–Woodmere Public School's Endowment Fund and The Friends of Karen, and is a member of the Executive Women’s Golf Association. Her personal interests include traveling, playing golf and enjoying the outdoors with her family.
Securities Agent: AK, CA, CT, FL, GA, KY, LA, NC, NJ, NV, NY, OH, OR, PA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
Vanessa is a seasoned administrative professional with over 30 years of experience in the financial services industry. Vanessa manages our Administrative Department. She works directly with clients to deliver our service model and executes many aspects of clients' investment programs. Her attention to detail and care for our clients enhances the client experience. As a result of her dedication to client service and tenure at the firm, Vanessa has been selected to Morgan Stanley’s Client Service Associate Council, representing service professionals throughout our offices. Vanessa has been a valued member of the firm and of The Lizzio Group since 1992.
Vanessa lives on Long Island with her husband and is the proud mother of her two adult children.
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