Alexander Pancoe

Background

About Alexander Pancoe

As a Financial Advisor at Morgan Stanley, Alexander Pancoe leverages the intellectual and global capabilities available to provide comprehensive wealth management for his clients - in a manner tailored to their unique needs and goals. Alexander Pancoe helps clients define and strive to meet their goals by delivering a vast array of resources in a manner that is most appropriate for how they invest and what they want to achieve. Working together to preserve and grow wealth, Alexander Pancoe utilizes access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Investment Philosophy: Wealth Management begins with a comprehensive understanding of each client's individual needs, goals, time horizon, and risk tolerance. Once Alex Pancoe truly understands and shares a client's vision, he works to develop strategies aimed at achieving their short and long-term financial needs, as well as their long term aspirations. Because each client's needs are unique, Alexander Pancoe utilizes and combines a variety of short and long-term strategies to create customized wealth-management plans. These plans leverage the resources and seasoned investment professionals available to me at Morgan Stanley and may include individual equities, fixed-income, ETFs, SMAs, and alternative investments. Additionally, Alex utilizes Morgan Stanley's Private Bankers to help address lending, liquidity, and commercial needs. Alexander Pancoe is a lifelong Chicagoan and graduated from Northwestern University. He is a diehard Northwestern Football fan and Chicago Cubs fan. In his free time, Alex Pancoe is an avid skier, scuba diver, and serves on the Foundation Board at the Ann & Robert H. Lurie Children's Hospital of Chicago. Areas of focus: Comprehensive Wealth Management Retirement Planning Cash Management and Lending Solutions Series 7, 31 & 66 licensed in IL,FL,ID,NC,MD,WI,NY