About Us

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.

Wealth Management: We work primarily with business executives and owners, attorneys and consultants to create comprehensive financial solutions for their families and entities. This includes financial planning, asset structure and management, liability analysis, tax optimization and estate planning. We work closely with either your other existing advisors, such as attorneys and CPAs, or can introduce you to those who understand our comprehensive service model.

Institutional Equity: We provide research coverage for several hedge funds and long-only managers who require daily research, trading, and prime brokerage capabilities. We maintain a focus on healthcare, pharmaceutical and biotechnology sectors.

Institutional Fixed Income: We work with companies and municipalities, as well as city and state governments on their cash management and fixed income trading needs.
Services Include
  • UGMA/UTMA1
  • Wealth Management2
  • 401(k) Rollovers
  • 529 Plans3
  • Alternative Investments4
  • Cash Management5
  • Certificates of Deposit6
  • Corporate Bonds7
  • Corporate Cash Management
  • Executive Financial Services8
  • Financial Planning9
  • Fixed Income10
  • Institutional Services
  • Lending Products
  • Municipal Bonds11
  • Planning for Education Funding12
  • Professional Portfolio Management13
  • Qualified Retirement Plans14
  • Retirement Planning15
  • Stock Option Plans16
  • Trust Accounts17
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

31099 Chagrin Blvd., 3rd
Fl
Pepper Pike, OH 44124
US
Direct:
(216) 292-9044(216) 292-9044
Toll-Free:
(800) 362-1230(800) 362-1230
522 Fifth Ave
15th Floor
New York, NY 10036
US

Meet The Zweig Group

About Me

Experience: Individual Securities Analysis & Alternative Investment Consulting

As the Executive Director of the Zweig Group, Michael overseas the team’s direction and works closely with high net worth clients to devise investment strategies to ensure portfolio optimization. On the alternative investment side, he consults with hedge fund managers with over $20 billion in assets. Michael, along with the team, came to Morgan Stanley in 2014 after having been with J.P. Morgan Securities and Merrill Lynch previously. A graduate of The Ohio State University, Michael also sits on the board of Medwish International and is active within his community supporting Medwish International, the Jewish Community Federation and cancer research.
Securities Agent: TX, OH, WA, VA, UT, TN, SC, PA, NY, NJ, NC, MO, MI, MD, MA, IN, IL, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 530480

About Me

Experience: Portfolio Strategy and Construction

Phillip co-founded the Zweig Group in 1998. He works primarily with managed, index-based and smart/beta investments that include separately managed accounts, mutual funds, exchange traded funds and alternative investments. Phillip has degrees in accounting and finance from The Ohio State University and has been advising clients on their investments for over 20 years. In that time, he has witnessed significant enhancements in portfolio management and financial planning due to technological advancements. He is an active member of the Investment Management Consultants Association. He currently is on the board of the Milestones Autism Organization, Cleveland’s largest autism service provider. Phillip previously was a Director for the Salvation Army of Greater Cleveland, where he was chairman of the Development Committee.
Securities Agent: TX, OH, WA, VA, UT, TN, SC, PA, NY, NJ, NC, MO, MI, MD, MA, IN, IL, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 530128

About Me

Experience: Fixed Income & Cash Management

Charlie has been in the financial industry since 1993. A graduate of Boston College, he worked at the Chicago Board of Trade and left the floor to move to Cleveland in 1997. His primary focus is corporate cash management, as well as fixed income solutions for individuals and institutions. Charlie plays an integral role in developing strategies for individuals with concentrated stock positions. He actively supports Boys Hope/Girls Hope and the Cleveland Orchestra, as well as coaching youth sports locally.
Securities Agent: TX, OH, WA, VA, UT, TN, SC, PA, NY, NV, NJ, NC, MO, MI, MD, MA, IN, IL, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 529920

About Me

Experience: Business Development & Alternative Investments

Steven is a Financial Advisor in the Zweig Group and focuses on business development and client relationship management.  He brings more than 15 years of investment experience and previously worked at a number of successful hedge funds on Wall Street where he co-managed portfolios with assets in excess of $600 million.  He assisted in the portfolio construction process and the risk minimization framework of the funds.  He began his career trading options on the COMEX & Coffee Sugar Cocoa Exchanges.  Steven graduated from the University of Pennsylvania in 1999, where he was a member of the Men’s Division I Soccer Team as well as a High School All-American athlete.  He currently resides in New York City, is an active member of the Young Jewish Professional’s organization, and a longtime contributor to both the MOMA and the Whitney Museum.
Securities Agent: WA, VA, UT, TX, TN, SC, PA, OH, NY, NV, NJ, NC, MO, MI, MD, MA, IN, IL, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative
NMLS#: 1546017

About Me

Chris’ responsibilities include acting as the primary trader, serving as the research liaison for both institutional and retail clients, managing the Syndicate business and offering support and analysis on the retail equity business. Chris graduated from The Ohio State University in 1996 and began his career at Merrill Lynch in 2002.

About Me

Amanda focuses on maintaining the group’s current business strategies relating to financial planning, portfolio reporting, retail and institutional marketing, client service and also supports the group’s trading activity. She recently received the Morgan Stanley Wealth Management internal designation, Financial Planning Specialist, in March 2017. Amanda graduated with a degree in finance from Miami University in 2009 and has been with the Zweig Group since 2011.
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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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.

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Ready to start a conversation? Contact The Zweig Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

3Investors 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.

4Alternative 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 suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

5Morgan 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

6CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

8Tax 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.

9Morgan 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.

10Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

11Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

12Morgan 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.

13Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

14Tax 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.

15Morgan 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.

16Morgan 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.

17Morgan 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.

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