Alexander Pancoe

Associate Vice President, Financial Advisor

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Alexander Pancoe

MY MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

My Story and Services

My Story

Alex has been with Morgan Stanley since he graduated from Northwestern in 2009, where he studied political science.  Alex is extremely passionate about finance and leveraging the intellectual capital and tools available at Morgan Stanley to meet the needs of his clients.  A life-long Chicagoan, Pancoe resides in River North.  Outside of work he is extremely involved with "The Ann & Robert H. Lurie Children's Hospital of Chicago," where he served as a member of the foundation board.  Pancoe is also an avid mountain climber, skier, & adventurer -- having climbed 5 of the "7 Summits", and has nearly completed one of the most extreme mental and physical challenges in the world, "The Explorers' Grand Slam."  To date, only 15 Americans and less then 65 people in the entire world have accomplished the feat.  In his downtime, Alex is a diehard Cubs and Wildcat fan and would consider the 2016 World Series as one of the happiest moments of his life.

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Securities Agent: CA, FL, IL, IN, KS, MD, ME, NC, NJ, NY, TN, WI; General Securities Representative; Investment Advisor Representative; Managed Futures


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

Community Involvement

Community Involvement

Alex has served on the Foundation Board at The Ann & Robert H. Lurie Children's Hospital of Chicago since 2016 and is extremely active with the hospital.  He also has nearly become one of a handful of Americans to complete one of the most extreme mental and physical adventure challenges in the world -- "The Explorers' Grand Slam" to raise funds and awareness for pediatric brain tumor research at Lurie Children's.  "The Explorers' Grand Slam" consists of climbing the "7 summits", or the highest mountain on each continent, and ski traversing to both the North and South poles.  As of November 2018, he has completed 5 of the 7 summits, and skied to the North Pole.

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

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

Philanthropy

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 Alexander Pancoe today.

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