About Alex Cena
Alex is a Financial Advisor and Senior Portfolio Manager with Morgan Stanley. He works closely with executives, family offices and affluent individuals by providing long term advanced planning and comprehensive wealth management solutions. Alex provides a client-centric and advisory approach to managing assets with an emphasis on risk management and tax awareness.
Since first obtaining his securities license in 1989, Alex Cena has worked at some of the largest global investment banks on Wall Street including Lehman Brothers as well as Bear Stearns and Citi as a Managing Director and sell-side equity research analyst.
He’s gained valuable insights from witnessing numerous market cycles. He has: advised some of the most sophisticated institutional investors around the world on their stock selection; helped CEOs and CFOs finance their company’s growth prospects through the capital markets for initial and secondary offerings; and advised board members on corporate strategy. This institutional investment experience gives private clients a distinctive perspective on their wealth management needs.
Since he joined the 365 Wealth Management Group, his team has been recognized in Forbes Magazine’s Best-In-State Wealth Management Teams List in 2023, 2024 and 2025*.
Alex has been married more than 30 years to his wife Liz and together have two sons, Mathew and Stephen. Alex and Liz are now empty nesters and living in McKinney, Texas.
* Forbes Best-In-State Wealth Management Teams 2023-2025
Source: Forbes.com (Awarded 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on date from the 12-month time period concluding on March 31st of the prior year.
Securities Agent: WA, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1625861
CA Insurance License #: OM27577
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 3836053 09/24
Securities Agent: AZ, AR, IN, MS, CO, CA, LA, AK, HI, CT, TX, PA, NV, ME, KY, OH, NM, MD, IA, GA, WA, VA, NJ, MI, NE, WI, TN, RI, NY, NC, MT, DC, WY, OK, MO, MN, MA, KS, IL, FL, SC, OR, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1625861
CA Insurance License #: OM27577