Our Story

We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.Our most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Services Include
  • 401(k) Rollovers
  • Corporate Pension Funds
  • Corporate Trust Services
  • Fixed Income1
  • Qualified Plans
  • Qualified Retirement Plans2
  • Retirement Planning3
  • Wealth Management4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Sean Zimmerman - Forbes 2018 America's Next Generation Wealth Advisors

Associations

Multnomah County Bar Associations - Affiliate

Institute for Divorce Financial Analysts

Portland State University Alumni Association - Board Member

    Location

    760 SW 9th Ave
    Ste 2100
    Portland, OR 97205
    US
    Direct:
    (503) 552-8228(503) 552-8228
    Toll-Free:
    (866) 382-7964(866) 382-7964

    Meet C & S Group

    About Me

    Brian has worked in the investment management industry since 1989. He received a BS in Finance and a BS in Management from the University of Oregon. He is a Senior Vice President and Senior Portfolio Manager. His experience is in Index Portfolio Management and Fixed Income Bonds.

    Brian is active in the community, he does planning for Multnomah Club basketball. He is an Eagle Scout and has been very active in Scouts over the years.

    When he isn't being kept busy by his one year old Kai, he enjoys playing basketball and kiteboarding.
    Securities Agent: TX, OR, CA, WA, TN, PA, OH, NY, NV, NM, NJ, IN, ID, HI, GA, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1282955

    About Me

    Jim has worked in the investment management industry since 1991. He received his BS from Santa Clara University and is the regional alumni coordinator/advisor for the Portland area. He is closely involved with the CHAP (Children's Healing Art Project) in Portland and Jesuit High School where he attended.

    Jim and his wife Salli have been keeping very busy with their son Aidan. He also coaches baseball and assists with Aidan's other passions of competitive rock climbing and soccer.
    Securities Agent: TX, OR, CA, WA, OH, NY, NV, NJ, NC, MN, IN, ID, HI, GA, FL, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1407652

    About Me

    Sean has worked in the industry since 2005 and is a graduate of Portland State University. He received an honors degree in Economics. He is responsible for pensions and corporate 401(k) plans.

    After spending time working for the Council of Economic Advisers in Washington, D.C. while finishing school, Sean returned to Oregon where he grew up. He has volunteered with various community boards and currently works with Portland State University's Alumni Association.

    Sean and his wife Jes have one son, Caius.
    Securities Agent: TX, OR, CA, WA, OH, NY, NV, NM, NJ, IN, ID, HI, GA, CO, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1369285

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Your Financial World. On the Go.

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    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact C & S Group today.
    Market Information Delayed 20 Minutes
    1Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    The 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: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018