Alix Magner

Financial Advisor

Contact Me
Alix Magner

MY MISSION STATEMENT

Working with you to align your wealth with your values

My Story and Services

Welcome

I run an Intentional Wealth Practice with a focus on sustainable investing. Most of my clients are purposeful women and couples who are committed to their community and recognize the importance of creating wealth. They are facing changes and want to make sure that they can continue to live their life on their own terms, live their life with purpose and give back to the world.

It doesn’t matter if they are retiring, have inherited or sold a business, they all come to me with the same three concerns:

* Do I have enough? 
* Will I have to go on a budget when I'm 80? 
* How I use my money in more meaningful ways?

As a result of working with me, you will:


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Develop a Purposeful Wealth Plan
that defines your money values, clarifies your goals and builds a roadmap forward. 

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Implement a Balanced Investment Strategy
that includes sustainable investments and ensures short and long term income needs. 

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Become a part of our Intentional Wealth Network
where we provide education and support that inspires you to take control of your financial life and create the world you want to be part of. 


My Background

Before I was recruited to Morgan Stanley, I was the Vice President of Sales for Quality Bicycle Products, a Minnesota-based bicycle company. There I led a team of 100 people and was responsible for sales and customer service for the global company and was a member of the executive leadership team. I have deep experience in corporate financial, sales & marketing and business strategy. I was also recognized for my advocacy and diversity and inclusion efforts in the bicycle industry with a “Best and Brightest Under 35” award. 

I am a relentless adventure junkie with a passion for learning. I live in South Minneapolis with my wife and two children. I love playing with my kids, racing bicycles, running, skiing and traveling with my family. I coach high school mountain biking and am active with social enterprise organizations in Minnesota.

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Services Include

  • LGBT Planning Services
  • Sustainable Investing
  • Business Succession Planning
  • 401(k) Rollovers
  • 529 Plans
  • Business Planning
  • Estate Planning Strategies
  • Executive Financial Services
  • Financial Planning
  • Retirement Planning

Securities Agent: AZ, CA, CO, CT, FL, IA, IL, MA, MD, MN, NC, NH, NJ, NV, NY, OH, OK, OR, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative


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

Client Service Team

Client Service Team

Helen Tong

Client Service Associate


As a member of the Morgan Stanley team, Helen Tong brings nearly a decade of experience in the Financial Services Industry.  Coupled with a sharp eye for detail, Helen’s deep understanding of cash management and lending solutions have made her indispensable.  Helen’s upbeat attitude and strong work ethic have afforded her opportunities to work with a wide variety of clients, ranging from successful individuals to multi-national billion dollar corporations, such as Nike Inc. and Gap Inc.  Helen constantly strives for excellence and always willingly accepts new challenges.


Helen's work at Morgan Stanley covers
- New account opening and paperwork
- Cash management including money movement, wires, debit cards and checks, and the American Express Card
- Digital Access including Morgan Stanley Online and the Morgan Stanley iPhone and Android App


Born and raised in Macau, Helen is tri-lingual.  Helen holds a Bachelor of Arts (B.A.) in Sociology, as well as a Master of Business Administration (M.B.A.). She has been a resident of San Francisco for the past 18 years.  She is an energetic individual who loves spending time with family and friends. Helen has an 8-year-old nephew and a 3-year-old niece whom she adores very much.  On the rare occasion she is not working, Helen can be found on a hiking trail, next to a campfire, or at the beach.  She also loves traveling the world. She has been to 13 countries and visited 4 of the New 7 Wonders of the World; most recently hiking the Inca Trail in Peru. In addition to traveling and enjoying nature, Helen has a deep passion for Salsa and Ballroom dancing, and she has been known to enjoy a good glass of wine

Impact and Sustainable Investing

Investing with Impact
Every client has a unique set of priorities to consider when making investment decisions so that their choices align with a larger social or environmental context. Building on Morgan Stanley’s proven investment expertise, we utilize our Investing with Impact framework to clarify the spectrum of approaches to generating positive environmental and social impact. We use this framework alongside Morgan Stanley’s traditional asset allocation, analysis and investment selection process, which is the basis for constructing our client’s risk-aware investment portfolios.

Through thoughtful dialogue and collaboration with Alix, clients clarify and reveal their distinct motivations and values that ultimately will drive their investing strategy. These drivers incorporate personal values, financial goals, worldview and more. 

Some examples include, among many others, integrating environmental awareness, promoting diversity and supporting local communities, screening out firearms or weapons manufacturers, and targeted investments in renewable energy and clean water technologies. 


Location

Location

  • 225 South 6th St Ste 5100
  • Minneapolis, MN 55402


    Events

    Events

    Ethical Investing

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    PAST EVENT: Tuesday, November 13th from 5:00- 6:30 p.m

    Join us for a fun and engaging presentation on sustainable investing. 

    Ethical Investing: Your Power to Invest for Good

     


    You should leave this event:

    * Feeling more confident about using your values to motivate financial decisions
    * Excited about your future and inspired to take charge of your money
    * With a process of creating more meaning with your money


    Tuesday, November 13th
    5:00- 6:30 p.m
     

    Event Venue 
    The Birchwood Café
    3311 East 25th Street
    Minneapolis, MN 55406


    Please RSVP at (612) 340-6753 or
    alix.magner@morganstanley.com


    More details here



    Past Events


    Ethical Investing: Your Power to Invest for Good October 10, 2018
     
    CRC2252918 9/18

    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

    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

    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

    Ready to start a conversation? Contact Alix Magner today.

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