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Our clients become like family over time.  It's a tremendous honor to work with them and we are humbled by the trust they place in us.  We strive to earn their trust every day and feel a great responsibility to help make sure that all their financial goals are met.  We focus on comprehensive wealth management solutions for a select group of family stewards, endowments and closely held business owners.  Our investment philosophy is long-term focused and centered on the concepts of asset allocation, investment correlation, and the three phases of wealth management: creation, protection, and transfer.
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

1 Financial Plaza 19th
Fl
Providence, RI 02903
US
Direct:
(401) 863-8472(401) 863-8472

Meet The Zitzmann Group

Photo of Sean Reilly, CFP.

Sean Reilly, CFP.

Consulting Group Analyst, Assistant Vice President

Photo of Stephen DiPardo

Stephen DiPardo

Portfolio Associate

Photo of Matt Stone

Matt Stone

Assistant Vice President, Registered Marketing Associate

About Me

John Zitzmann is a Wealth Advisor, Executive Director and Senior Institutional Consultant at Morgan Stanley.  He began his career as a financial advisor at Prudential Securities in 1992. He joined Dean Witter in 1994 where he served as the research broker to the Ford Foundation.  Dean Witter merged with Morgan Stanley in 1997 and John has been with Morgan Stanley ever since.  John has received the Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association, issued as a result of his studies at the Wharton School of Business.  He is a graduate of Bowdoin College.  John is the team leader and head of relationship management for his clients.  John resides in Barrington, RI with his wife Christine and 3 daughters.  He enjoys spending time with his family, cooking, playing tennis, jogging and reading books about history.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1412069

About Me

Sean is our analyst and financial planner.  He is a Series 7, 6, 63 and 65 licensed representative.  He has worked in the financial services industry for over 10 years.  Prior to joining Morgan Stanley he worked as a Premier Client Manager at the Bank of America.  In 2007 he earned the CERTIFIED FINANCIAL PLANNER™  designation.  This designation is conferred upon individuals who demonstrate a thorough understanding of all aspects of financial planning, including cash flow management, insurance, investments, retirement planning, and estate planning.  Sean is a graduate of Fairfield University and he currently lives with his wife Donna and two children in South Kingstown, RI.   Sean enjoys playing with his two young children, kayaking, bike riding and rock climbing.  

About Me

Stephen began working in the financial services industry in 1998 and joined Morgan Stanley in 2008.   He is the team’s Registered Client Service Associate. Stephen is a Series 7, 9, 10, 24, and 63 licensed representative. He graduated from Johnson and Wales University and currently resides in Lincoln, RI with his wife Amy and their two daughters.  Stephen enjoys spending time with his family at the beach, landscaping, gardening and playing volleyball.  

About Me

Matt joined Morgan Stanley in 1998 and is a Series 7 and Series 65 licensed representative.  He serves as the team’s director of resources and is a Registered Marketing Associate at the firm. Matt has volunteered his time to People’s Power and Light, Mass Energy, Apeiron Institute for Sustainable Living and Urban Greens Food Co-Op.  He lives in Providence, RI with his wife Elisabeth and daughter.  Along with spending time with his family, Matt enjoys beekeeping, glass blowing, cooking and practicing yoga.
Investment and Market Perspectives

On the Markets

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.

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.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Art as An Asset
CRC 2274738 01/19

Art as An Asset

Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

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.

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.

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.

More from Morgan Stanley

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

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.
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
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
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
Ready to start a conversation? Contact The Zitzmann Group today.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


CRC 2019752 10/2018