Alex Carlson
Platinum Relationship Manager at E*TRADE from Morgan Stanley
- Role
- Platinum Relationship Manager - E Trade at Morgan Stanley
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Alex Carlson
I believe financial planning and risk appropriate strategies are fundamental to wealth management. I work with clients through innovative technology and planning resources to implement a range of solutions including: durable wealth planning strategies, alternative investments, retirement planning, tax-aware investment management, banking, and lending strategies. I challenge clients to learn the global market landscape to become disciplined, calculated investors. E*TRADE is part of Morgan Stanley, a leading global financial services firm renowned for the quality of its wealth management, investment advisory services, research, and market insights. Securities products and services offered by E*TRADE Securities LLC, Member SIPC. Investment advisory services offered by E*TRADE Capital Management, LLC, a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC. All separate but affiliated subsidiaries of Morgan Stanley.
Experience
Platinum Relationship Manager - E Trade
Mar 2023 — Present · Dallas, TX, US
Managing high net-worth plus ultra high net-worth clients to maximize retail trading and account service efficiency- Offers our highest level of service from E*TRADE and Morgan Stanley Wealth Management which includes: equity compensation analysis, investment management guidance, alternative investments, retirement planning, and additional banking and lending solutions.
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
Southern Methodist University
Continuing and Professional Education, CERTIFIED FINANCIAL PLANNER™ Program
2022 — 2023
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