Ziminsky Group at Morgan Stanley

Victor D. Ziminsky III has been in the wealth management business since 1985, when he joined a financial advisor training program at Morgan Stanley* predecessor Shearson Lehman Brothers. Before then, he was a journalist and staff writer for Gannett Corporation’s Journal News in White Plains, N.Y. He began there in 1979 just after graduating from Georgetown University with a B.A. in American Studies.

Vic III is a Managing Director – Wealth Management and Senior Portfolio Management Director. He is also an International Client Advisor. He is designated a Family Wealth Director, as the result of completing advanced training in serving high net worth families, under the auspices of the firm’s Family Wealth Advisory Services unit.

He is involved in charitable organizations. Recently he was named a Director Emeritus of Catholic Guardian Services, a social services agency in New York City, after completing 20 years of service on its Board of Trustees. He is a lifetime member of The Society of the Friendly Sons of Saint Patrick in the City of New York; and is a member of the board of trustees of the McCaddin McQuirk Foundation in New York. He married Megan Ryan Ziminsky in 1982. They live in Mount Kisco, N.Y., where they raised nine children and now count one grandchild.

Joan Ziminsky began working at Morgan Stanley in 2014. She graduated in 2013 from Washington University in St. Louis with a B.A. in English Literature. She spent the year after graduation in St. Louis and worked in the food service industry before moving back to New York to join Ziminsky Group at Morgan Stanley. Joan served as a client service professional and portfolio associate for 9 years, including 5 years as a coach, helping to mentor new service professional employees at Morgan Stanley. Joan joined the Financial Advisor Associate training program at the firm in September 2023, and is now a Financial Advisor with the Ziminsky Group. She is also a designated Financial Planning Specialist. Joan lives in Sunnyside, Queens with her spouse, Drew Cooper, who she married in 2023.

Philip Ziminsky joined Ziminsky Group in 2013. He graduated from the State University of New York at Potsdam with a Bachelor of Science in Business Administration. Prior to that, he received a degree in Small Business Entrepreneurship at Westchester Community College, which followed a year of service as a volunteer at a home for orphaned and abandoned children run by Nuestros Pequenos Hermanos in Dominican Republic. An Assistant Vice President and Investment Consultant with the team, Philip’s training and experience include prior roles as Client Service Associate and Financial Advisor. He focuses on portfolio analysis and financial planning, assisting clients in building detailed projections of income and expenses in order to achieve their financial goals. A member of The Society of the Friendly Sons of Saint Patrick in the City of New York, Philip lives in Rye, New York. He is an avid fisherman, golfer and outdoorsman. He is conversant in Spanish and enjoys Latin American and Caribbean cultures.

Suzanne Folger brings 20 years of financial industry experience to her role as Assistant Vice President with Ziminsky Group. Suzy supports the team across the board, with a focus on relationship management. She has deep knowledge of firm administrative systems, products, and services. Her expertise allows Suzy to effectively address client inquiries and requests. Suzy attended Fairfield University where she was an All-Conference Division 1 Soccer player. In her free time, she enjoys travelling, spending time with friends and family and attending sporting events.

Alicia joined Morgan Stanley in 2020 as an associate on the Virtual Engagement Desk, supporting Financial Advisors by executing aspects of their individual business development strategies. She then joined Ziminsky Group in 2023 as a Wealth Management Associate. Alicia supports the team across the board, serving as one of the main points of contact for clients. Alicia draws on her comprehensive training in proprietary platforms and product specific knowledge to assist clients. Prior to Morgan Stanley, Alicia spent two years at Marcus & Millichap, where she worked on a NYC based multifamily investment sales team. Alicia graduated from The University of Miami with a B.A in Finance and Marketing. She lives in Williamsburg, Brooklyn.