Zach Zaloga - Morgan Stanley

(on broadway)
Financial and Investment Services in Saratoga Springs, NY
Financial and Investment Services

Location

340 Broadway
Saratoga Springs, NY
12866

Photos

Zach Zaloga - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

In 2018, the Okby Group’s own Kathy O’Neill started the Labor of Love Breast Cancer Benefit, a breast cancer awareness initiative benefiting the Mollie Wilmot Radiation Oncology Center through the Saratoga Hospital Foundation. Each year, individuals participate in a silent auction where they buy tickets and place them into the baskets that they wanted to win. If their ticket number is drawn from the basket, they win the corresponding prize. Proceeds from the benefit go towards radiation and oncology patient care. The Labor of Love Breast Cancer Benefit has been very successful since its inception. In 2018, the benefit resulted in $3,400, in 2019, $4,200 and in 2020, over $5,000. Kathy’s efforts to spread awareness and give back to the community are truly inspirational. On behalf of the Okby Group, I’d like to congratulate Kathy on her successful benefit. Thank you Kathy and thank you to all who supported her!! #LaborofLove #saratogahospitalfoundation #breastcancerawareness
Community service is an essential part of The Okby Group’s success. Recently, our own Kathy O’Neill organized a fundraiser to purchase new, comfortable robes for breast cancer patients at the Saratoga Hospital Radiation and Oncology Center. Kathy’s efforts brought in over $2,200 in donations and she was able to purchase 6 boxes of fresh robes for breast cancer patients. Kathy’s hard work and generosity epitomizes the culture within our practice and her contributions are vital to the Okby Group’s success. We stress the importance of giving back to our communities and encourage our clients to do the same. Thank you Kathy and thank you to all who supported her! https://advisor.morganstanley.com/the-okby-group
Community service is an essential part of The Okby Group’s success. Recently, our own Kathy O’Neill organized a fundraiser to purchase new, comfortable robes for breast cancer patients at the Saratoga Hospital Radiation and Oncology Center. Kathy’s efforts brought in over $2,200 in donations and she was able to purchase 6 boxes of fresh robes for breast cancer patients. Kathy’s hard work and generosity epitomizes the culture within our practice and her contributions are vital to the Okby Group’s success. We stress the importance of giving back to our communities and encourage our clients to do the same. Thank you Kathy and thank you to all who supported her! https://advisor.morganstanley.com/the-okby-group
Here at the Okby Group, we are passionate about the importance of community service. Whether its work with The Epilepsy Foundation of Northeastern NY, The American Cancer’s Society Coaches vs. Cancer, or The Saratoga Chamber of Commerce, we feel that the time spent is a wise investment for the communities we serve. This June marks 15 years of Global Volunteer Month at Morgan Stanley and beginning on June 1st, we plan to celebrate our legacy of giving with a Week of Kindness. Now more than ever, we look to give back and improve the communities in which we live and work. The Okby Group welcomes you to share with us the ways that you actively support your communities. https://advisor.morganstanley.com/the-okby-group
A $2 trillion dollar stimulus package would be 9.4% of US GDP, larger than the first phase of the New Deal (1933-1934) or the emergency spending in response to the Financial Crisis (2008-2009). DM me for a copy of the latest Geo-Markets report about economic implications of the coronavirus response.
Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest that risk/reward in markets may be getting better. MORGANSTANLEY.COM Why We Think Risk/Reward Is Improving | Morgan Stanley
On October 12th, the Okby Group’s own Kathleen O’Neill celebrated her 10th anniversary at Morgan Stanley. Kathleen is our Senior Client Service Associate and has been an integral part in helping our team establish and maintain meaningful relationships with our clients. Not only has Kathleen provided exceptional customer service to our clients, she has managed the daily administrative and operational procedures for our team over the past decade. In her spare time, she has also organized countless fundraisers and philanthropic initiatives that have made a difference in our surrounding communities. Kathleen, we can’t tell you how much we appreciate your dedication to our clients and the positive impact you have on our group. Thank you again and here’s to the next 10 years!! #MorganStanley #MS10Years #ThankYou
While 2020 has been a trying year, I’ll take every chance I get to enjoy some good news. Today, I celebrate my 5 year anniversary with Morgan Stanley! It has been a pleasure to work at a firm with the reputation and resources that are second to none. I want to thank all of my team members on The Okby Group for helping me progress my career during some tough times and challenging market environments. Most importantly, I’d like to thank our clients for placing their trust in our team. We will continue to work to serve your financial needs for many years ahead! Thank You!!! #Morganstanley #financialadvisor #MS5years
Last week, Kathy O’Neill delivered a check for her 3rd Annual Labor of Love Benefit. 100% of the proceeds go directly to the Patient Fund at the Mollie Wilmot Radiation & Oncology Center at Saratoga Hospital. On behalf of the Okby Group, I’d like to congratulate Kathy on her successful benefit. Thank you Kathy and thank you to everyone who took the time to contribute!! #thankyou #laboroflove #breastcancerawareness https://advisor.morganstanley.com/the-okby-group
I’m very proud to announce that I’ve been named to Morgan Stanley’s prestigious Pacesetters Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service. I appreciate this recognition of my commitment to excellence in providing a wide range of services to my clients. As a member of the Okby Group, I’ve had the privilege to interact with and learn from countless individuals who have helped me establish the foundation of my practice. That being said, I would like to thank Mike, Stephen and Kathy for their support and confidence in me during my career. Most of all I would like to thank our clients; we look forward to serving your needs for many years to come. Thank you! #2021PacesettersClub #MorganStanley https://advisor.morganstanley.com/the-okby-group
May the luck of the Irish be with you today and always! #StPatricksDay

Information

Company name
Zach Zaloga - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for Zach Zaloga - Morgan Stanley in Saratoga Springs NY?
    You can reach them at: 518-583-5632. It’s best to call Zach Zaloga - Morgan Stanley during business hours.
  • What is the address for Zach Zaloga - Morgan Stanley on broadway in Saratoga Springs?
    Zach Zaloga - Morgan Stanley is located at this address: 340 Broadway Saratoga Springs, NY 12866.