Alex M. Cena

Financial Advisor

Contact Me
Alex M. Cena


Customized investment and financial strategies for clients like you

My Story and Services

My Story


I'm Alex Cena, a financial advisor with Morgan Stanley. I've worked at some of 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. 

Since first obtaining my securities license in 1989, I’ve gained valuable insights from witnessing numerous market cycles. As a thought leader, I spoke and answered questions from thousands of participants during trade shows and conferences throughout the world. The audience typically are investment banks, institutional sales, traders, clients, market strategists, and corporate executives from companies ranging from startups to the largest multi-national companies. 

My experience advising some of the most sophisticated institutional investors around the world on stock selection for their portfolios as well as helping CEOs and CFOs finance their company’s growth prospects through the capital markets provide High Net-Worth Families a different 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.  

Services Include

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Alternative Investments
  • Structured Products
  • 401(k) Rollovers
  • Sustainable Investing
  • Professional Portfolio Management
  • Fixed Income
  • Lending Products
  • Planning for Education Funding
  • 529 Plans
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Exchange Traded Funds
  • Wealth Consulting

Securities Agent: CA, CO, FL, IL, MA, MD, MN, NJ, NY, PA, TX, WA; General Securities Representative; Investment Advisor Representative

NMLS#: 1625861

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



Managing Director, Senior Technology Analyst - Telecommunications Equipment
New York, NY

Bear Stearns & Co, Inc.
Managing Director, Senior Technology Analyst - Telecommunications Equipment
New York, NY

Lehman Brothers
Vice President, Senior Technology Analyst - Telecommunications Equipment
New York, NY



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



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


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

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

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    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


    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


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

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

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