One of my favorite moments in life is helping my clients accomplish their goals in life. It’s my mission to forge long-lasting relationship with my clients, help simplify the complexities that come significant wealth—and create generational wealth for my clients and their families. When they work for me, I want them to know that I’m available to them around the clock.
As a Financial Advisor at the Cardinal Capitol Group, my primary focus is financial planning and asset management strategies. I also achieved the prestigious Certified Investment Analyst (CIMA®) designation from Yale. Working together, I can help you to preserve and grow your wealth. And as part of Morgan Stanley, you’ll have access to a premier trading and execution platform, as well as a full spectrum of investment choices.
I graduated from Miami University with a Bachelor’s Degree in Economics and Finance. My first job in the financial services industry was in the Rotational Program at the Capital Group Indianapolis. In 2019, I joined Morgan Stanley as a Financial Advisor. I’m proud to part of the seasoned team at the Cardinal Capitol Group because we’re able to address our clients’ needs, challenges and goals throughout every step of their financial journey.
My wife Allison and I are proud parents of 2 daughters Lois and Katherine. We are expecting a third child any day. We live in Upper Arlington and are active in the community. In my spare time, I enjoy golfing, skiing, fishing—and getting calls from my clients letting me know how their weekends are going.
Steve Zid, CIMA®
Senior Portfolio Manager
Vice President
Morgan Stanley
Steve Zid, Pacesetter’s Club Member 2022-2025
545 Metro Place S., Suite 300 | Dublin | OH | 43017
Phone: 614-798-3239
NMLS 2029156
Named to Forbes Best-In-State Wealth Management Teams for 2026
2026 Forbes Best-In- State Wealth Management Teams
Source: Forbes.com (Awarded January 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award. Awards Disclosures