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 August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

  • 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

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