Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Journey Together

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    Step 1: Discovery
    Step 1: Discovery
    The Ziady team will get to know what you and your family value most when building a relationship. We consider your financial and personal situation to carefully craft a financial strategy that is appropriate for you and your loved ones.
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    Step 2: Forming Your Strategy
    Using your life goals and personal circumstances as a blueprint, we will create a risk-balanced strategy that maps out a clear path to help achieve your goals.
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    Step 3: Implementing Your Strategy
    Coupled with Morgan Stanley's global suite of services, The Ziady team will conduct careful research and analysis to ensure that you take calculated and versatile action in various market situations.
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    Step 4: Ongoing Review
    Once your plan is implemented, the work has just begun. The Ziady team will consult with you regularly to monitor the performance of your strategy to help ensure that you remain on-track towards your goals despite any changes in life or in the market.

Helping Build Your Legacy

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    Estate Planning Strategies
    Position your family for a comfortable future. Lee is devoted to help you and your family facilitate the process of preserving and transferring your wealth. Often the hardest part is starting the conversation and Lee will be a helpful guide through the entire process.
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    Family Governance & Education
    Running a family business, operating a family office or simply investing as a family can be challenging. It is critical to develop a cohesive and thorough framework that helps your family make important financial decisions.
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    Philanthropic Planning
    Don't limit your ability to contribute to multiple charities and organizations. With a well-constructed plan, you can help many causes that are close to your heart.
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    LifeView
    LifeView helps analyze your current investments, and financial situation. It reviews and prioritizes your goals with you, such as retirement, education funding major purchases and philanthropic goals. Plan for your goals and develop wealth transfer strategies by incorporating LifeView.

Modern Wealth Tools

Working with one of the biggest wealth management firms has its perks. Morgan Stanley strives to ensure it serves clients on its technology platforms that are resilient, safe and efficient. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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    Morgan Stanley Online
    Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
    Register for Morgan Stanley Online today
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    eDelivery
    Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
    Enroll Today
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    Digital Vault
    Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
    Get started today
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    Portfolio Risk Platform
    Our Portfolio Risk Platform, allows your advisor to view your risk and returns across all of your portfolios. The platform empowers clients with better analysis of specific risk drivers and models based on simulated markets and scenarios.

Location

3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 292-0303(615) 292-0303

Meet The Ziady Group

About Lee Ziady

With over 25 years of experience as a Financial Advisor at Morgan Stanley, I focus on client relationship management, portfolio oversight, and comprehensive financial planning strategies. My work may include tailored lending solutions, currency hedging, options trading, and risk management strategies. I aim to thoroughly understand each client's financial needs and align resources to meet or exceed them, whether addressing short-term concerns or planning for long-term goals.
I hold a BBA in Finance and Economics from Middle Tennessee State University (MTSU) and postgraduate studies in Cost and Federal Income Tax Accounting from Belmont University. I am also a Registered Financial Advisor, holding the Series 7, 66, 65, and 13 licenses.
Before entering finance, I owned and operated high-end retail stores in Nashville, TN, from 1984-1996, overseeing all aspects of business operations. Earlier, I worked as a Production Manager at Thomas Nelson Publishers, managing the process of creating finished book products.
With a background in both business management and finance, I bring a well-rounded perspective to helping clients navigate their financial journeys.
Securities Agent: NY, DE, TN, VA, KY, CA, SC, FL, IL, AL, ID, TX, MD, CO, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1406547

About Andrew Ziady

As a seasoned financial advisor with a decade of experience, I focus on helping families navigate and plan every aspect of their financial lives. Leveraging my background in analytics and mathematics from my time as a civil and environmental engineer graduating from Tennessee Tech, I bring a comprehensive analytical perspective to financial planning.

In my role, I focus on creating detailed financial projections and analyzing them to assess probabilities of success, helping ensure clients have a clear path toward their goals. My strengths in deep analytics and commitment to first-class service allow me to deliver personalized strategies tailored to each client’s needs.
Securities Agent: VA, TX, KY, FL, AL, IN, CA, SC, NY, IL, ID, CO, MD, DE, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1401632
Wealth Management
Global Investment Office

Portfolio Insights

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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Ziady Group today.
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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures
CRC 6491812 (04/2024)