The Ziady Group at Morgan Stanley
Direct:
(615) 292-0303(615) 292-0303
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
Welcome to our family's financial planning journey—a path paved with confidence, commitment, and a deep understanding of what it means to plan for the future. We are a close-knit team that started with a simple yet powerful idea: to provide families with personalized financial strategies that not only seek to preserve their legacy but also help empower them to dream bigger. Our own experiences as a family have taught us that sound financial planning is about more than numbers—it's about nurturing the aspirations of every generation.
Drawing from our personal background and professional experience, we offer a comprehensive suite of services tailored to meet the unique needs of your family. Whether you're considering estate planning strategies to help preserve your legacy, education planning to help ensure a bright future for your children, retirement planning for confidence post-career life, or business planning to help guide family-owned ventures through growth and succession, we're here to help. Our approach is holistic, blending thoughtful strategy with compassionate guidance, so you feel supported at every step of your financial journey.
Together, let's build a future that honors your family's values and ambitions—where every financial decision is a step toward your financial aspirations.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Journey Together
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.
Step 2: Forming Your Strategy
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.
Step 3: Strategy Implementation
Coupled with Morgan Stanley's global suite of services, The Ziady team will conduct careful research and analysis to help ensure that you take calculated and versatile action in various market situations.
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.
Working With Morgan Stanley
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.
Morgan Stanley Online (MSO)
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Online Security Center
Safeguarding your assets and information is one of our highest priorities, but you also have a critical role to play. Check out our collection of practical takeaways and best practices, then explore the resources we have to protect you and your information.
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you could benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Digital Vault
Morgan Stanley's "Digital Vault" provides an encrypted repository for clients to store and share life's most important documents, such as wills, deeds, estate plans, financial statements and tax filings with their Financial Advisors. This unified solution offers an additional layer of encryption not offered through email*, and also supports two-way sharing.
Key Life Events
The Ziady Group makes it their mission to help ensure you're covered in virtually all fronts. These resources can serve as your go-to-guides when it comes to key life events. For better assistance, please contact Lee or Andrew to schedule a meeting.
Financial Planning
Many people put off thinking about the future. You can get a head start on key life stages. Morgan Stanley's tools and resources are dynamic and adaptive, setting your goals according to your needs. Learn about our Financial Planning process and how it can help you strive to build a prosperous future. Contact us to schedule a call.
Life Insurance
Insurance can help you prepare for the unexpected. A sound wealth plan involves more than seeking returns. Mitigating and managing risk plays a vital role in creating a robust plan. Understanding different types of insurance is the first step to deciding what's right for you.
Disclosure: Life insurance, disability income insurance, annuities, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Access to Lending Solutions
Morgan Stanley can help provide qualified clients with financing strategies for almost any personal or business need.
Disclosure: Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Tax Management Strategies
Smart tax planning can help you save more for retirement and keep more of what you've already saved. Lee can help with identifying appropriate strategies.
Location
3102 West End Ave
Ste 200
Nashville, TN 37203
US
Direct:
(615) 292-0303(615) 292-0303
Meet The Ziady Group
Phone:
(615) 665-4738(615) 665-4738
Kristina Ziady
Client Service Associate
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.
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
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.
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
NMLS#: 1401632
About Kristina Ziady
Kristina joined Morgan Stanley in 2019. She brings an authentic passion of getting to know her clients in both a professional and personal level. She prides herself on her "never met a stranger" attitude. Prior to Morgan Stanley, Kristina graduated from Aquinas College with a bachelors in liberal arts. She then went to work as a teacher for Headstart. She catered to less fortunate children whose families, in many cases, fled their countries in search for a better future in America. Being bilingual in English and Arabic, she also helped translate for many of those families. Outside of work, Kristina is a native Tennessean and enjoys spending time with her family, friends, hiking, exploring Nashville, and working out at the local gym.
Contact Lee Ziady
Contact Andrew Ziady
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
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
Tax-Smart Ways to Sell Securities
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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
529 Plans: A Powerful Tool to Save for Education
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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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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
Article Image
Ready to start a conversation? Contact The Ziady Group today.
1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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 and 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 matters involving trust and estate planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
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 and 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 matters involving trust and estate planning and other legal matters.
5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
10Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
