Alexandra Carlino

Private Wealth Advisor at Morgan Stanley

Role
Private Wealth Advisor at Morgan Stanley
Location
Palm Beach, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alexandra Carlino

As a Banker at J.P. Morgan Private Bank, I collaborate closely with accomplished professionals, first-generation wealth creators and sophisticated families, acting as a powerful gateway to leading financial advice and institutional access.I apply my extensive knowledge and lens across J.P. Morgan to help each individual formulate a comprehensive wealth plan to safeguard, grow and transfer assets over the long term. I tap the personal relationships I have with specialists across the firm’s lines of business to help clients execute prudent investment decisions, take care of their families, pursue personal interests and steward assets for generations to come. I have earned a reputation for being conscientious, candid and highly protective of my clients’ best interests. I demonstrate my advocacy through action—not words—and excel in bringing like-minded individuals together to network, learn from each other and share best practices.

Experience

  1. Private Wealth Advisor

    Morgan Stanley

    Feb 2025 — Present · Denver, CO, US

    2025 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Private Wealth Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Private Wealth Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see [https://advisor.morganstanley.com/ali.carlino]. The information or content is for US residents only and subject to the following terms:

Education

  • Wake Forest University

    Bachelor of Arts (B.A.)

  • NYU Wagner

    Master of Public Administration

Skills

  • Powerpoint
  • Social Media
  • Event Planning
  • Microsoft Excel
  • Microsoft Word
  • Public Speaking
  • Social Networking

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Alexandra Carlino — Private Wealth Advisor at Morgan Stanley in Palm Beach, FL, US | Unifers