Alexander Pancoe - Morgan Stanley Financial Advisor - Chicago, IL
Morgan Stanley
Alexander Pancoe
Associate Vice President
Financial Advisor
Portfolio Manager
70 W. Madison
Suite 300
Chicago, IL 60602
tel: (312) 827-6645
toll-free: (800) 488-4280 
fax: (312) 984-4695

Helping you achieve financial success is my first priority. Morgan Stanley has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Northwestern Alumni Association
  • Sigma Alpha Epsilon Fraternity
  • JUF
Services
  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • 401(k) Rollovers
  • Fixed Income
  • Alternative Investments
  • Structured Products
  • Asset Management
  • Retirement Planning
  • Exchange Traded Funds
  • Access to Lending Services
  • Socially Responsible Investing
Education and Licensing
  • Series 7, 31, 66 Licenses
  • Northwestern University 2009
    Chicago, IL
Business Experience
  • 2009 - Present: Financial Advisor at Morgan Stanley
  • 2013 - Present: Portfolio Manager at Morgan Stanley

Bulletin Board
  • See May On the Markets from the Global Investment Committee featuring

    “Sticking With It” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., remains bullish on global equities because earnings reports are strong and, unlike in January, investors are acknowledging the risks instead of ignoring them. 

    “Revisiting Europe" The Global Investment Committee overweighted European equities in early January based on better earnings prospects, more attractive valuation and a more dovish central bank. Expectations for Europe’s outperformance have not played out so far, says Lisa Shalett, head of Morgan Stanley Wealth Management Investment Resources, but she argues that the case for Europe is still compelling. 

    • “Get Traditional in Technology” The fast-growing technology companies that dominated the past few years are giving way to older, more traditional tech companies that stand to benefit from increased capital spending, writes Aili Chen, a cross-asset strategist for Morgan Stanley Wealth Management. 

    • Plus, look for more on the economy, equities and bonds. 

  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up online for E-Delivery.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Alexander Pancoe holds the following registrations:
Securities Agent: CA, FL, IL, IN, KS, MD, ME, NC, NJ, NY, TN, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan 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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:6909 mp: 2281