Alex M. Cena

Financial Advisor

Contact Me
Alex M. Cena

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

My Story

Welcome

I'm Alex Cena, a financial advisor with Morgan Stanley.  Since first obtaining my securities license in 1989, I've worked at the largest global investment banks on Wall Street including Lehman Brothers as well as Bear Stearns and Citi as a Managing Director and sell-side equity research analyst.  I’ve gained valuable insights from witnessing numerous market cycles.  My experience advising the most sophisticated institutional investors around the world on their stock selection as well as helping CEOs and CFOs finance their company’s growth prospects through the capital markets provide High Net-Worth Families a unique perspective. 

From Wall Street to Main Street

I now leverage my Wall Street experience on behalf of Private Clients.  Wealth management is very personal where trust and confidence is critical to the decision-making process.  I dedicate my institutional experience, intellectual capital and personal service to help families achieve their financial goals.  Specifically, I combine Morgan Stanley's investment management products and services with my financial experience to offer solutions for every client.


I welcome the opportunity to consult with you to show how I can add value to your wealth management process or help you navigate changes in your life.  



Securities Agent: CA, CO, IL, MD, NJ, NY, TX; General Securities Representative; Investment Advisor Representative

NMLS#: 1625861


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

Services

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • 401(k) Rollovers
  • Planning for Education Funding
  • Cash Management
  • Fixed Income
  • Lending Products
  • 529 Plans
  • Asset Management
  • Institutional Services
  • Alternative Investments
  • Structured Products

Education

Education

  • Southern Methodist University, MBA
  • Loyola University of Chicago, BBA
  • Loyola Academy Preparatory School

Location

Location

  • 13455 Noel Rd, 18th Floor
  • Dallas, TX 75240


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Alex M. Cena today.

    Dow    -53.36

    22359.23
    4:38PM

    Nasdaq    -33.35

    6422.69
    5:15PM

    S&P 500    -7.64

    2500.6
    4:38PM
    Market Information Delayed 20 Minutes

    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.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    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.

    CRC 1369093   12/15

    Awards Disclosures