About Alina Montes
Alina Montes joined Morgan Stanley in 2012 as an Executive Director and holds Private Wealth Advisor, Family Wealth Director, International Client Advisor, and Portfolio Manager designations. She has been named to Forbes Top Women Wealth Advisors rankings from 2020-2024.
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 fewer than 4% of Morgan Stanley Financial Advisors who complete a rigorous accreditation program as of December 2022. 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.
Born in Cuba and raised in the US, Alina is fluent in Spanish and holds a B.A. in Economics from Queens College. She serves on the Board of Directors of the American Friends of the Ludwig Foundation of Cuba, an organization that supports young Cuban artists and promotes multicultural exchange. 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.
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded 2020-2024) Data compiled by SHOOK Research LLC based on time period from September of the year before.
Securities Agent: WY, MI, WV, PA, MD, MT, DC, AZ, NM, WI, WA, NC, MO, LA, IL, CT, OK, OR, SC, VT, HI, DE, CO, CA, PR, NJ, MA, GA, TX, NY, NH, FL, AR, TN, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1380645