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 April On the Markets from the Global Investment Committee featuring

    “Uncomfortable”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out. 

    • “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.

    • “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.

    • Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.

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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.
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*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.
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