About Alina Montes
A seasoned investment professional, Alina Montes has extensive experience helping a global clientele with their investing, lending and broader wealth management needs. Prior to joining Morgan Stanley, Alina worked at Brown Brothers Harriman, Bankers Trust Company, American Express Bank International, and Swiss Bank Corp.
Alina has also been recognized as a Family Wealth Director, a prestigious designation granted to about 5% of Morgan Stanley Financial Advisors who complete a rigorous accreditation program as of December 2024. As a Family Wealth Director, Alina Montes is part of an elite group of Morgan Stanley Financial Advisors that have demonstrated the knowledge and proficiency to help manage the investment, business, and legacy needs of high-net-worth clients and their families. Family Wealth Directors and their teams have direct access to a broad ranging suite of solutions needed to help highly affluent families address the complex, multigenerational challenges of managing significant wealth. Alina has also received awards for her dedication, including the prestigious 2025 Forbes Best-In-State Wealth Advisors recognition.
Born in Cuba and raised in the US, Alina is fluent in Spanish and holds a B.A. in Economics from Queens College. Alina is currently working on a genealogy project tracing her family’s roots to northern Spain. She lives in New York with her husband, Steven.
Securities Agent: WY, WV, WI, WA, VT, TX, PR, PA, OR, OK, NY, NM, NJ, NH, NC, MO, MI, MD, MA, LA, IL, GA, FL, VA, DE, CT, CO, CA, AR; General
Securities Representative; Investment Advisor Representative
NMLS#: 1380645
[Source: Forbes (Awarded April 2025). Data compiled by SHOOK Research LLC based for the period 6/30/23–6/30/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025]
Securities Agent: WY, TN, OK, WV, PA, MD, MT, DC, AZ, NM, PR, NJ, MA, GA, TX, NY, NH, FL, AR, UT, VA, SC, OR, MI, VT, HI, DE, CO, CA, WI, WA, NC, MO, LA, IL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1380645