Aaron Alexander
Senior Vice President,
Financial Advisor
Direct:
(316) 383-8355(316) 383-8355
My Mission Statement
Working with you to preserve and grow wealth for your long-term goals
My Story and Services
Aaron Alexander grew up in a small town where community service was a core value, instilled in him by his parents—a funeral director and a nurse. His passion for finance emerged during his time in HR, where he found joy in helping employees understand their retirement plans. In 1999, Aaron began his career as an advisor, and from day one, his focus has been on making finance accessible through education, using analogies and stories to simplify complex topics.
Aaron believes that understanding money is key to making it work for you. Whether explaining retirement strategies or simplifying investment options, he meets clients where they are, seeks to ensure they feel confident in their decisions. His approach combines detailed technical knowledge with relatable explanations, helping clients create intentional, tax-efficient plans for retirement.
With over two decades of experience, and licenses including AAMS and Series 7, 63, 66, and 24, Aaron is now excited to bring his experience to Morgan Stanley. He is committed to helping clients achieve their financial goals through personalized strategies and a focus on long-term success.
Aaron believes that understanding money is key to making it work for you. Whether explaining retirement strategies or simplifying investment options, he meets clients where they are, seeks to ensure they feel confident in their decisions. His approach combines detailed technical knowledge with relatable explanations, helping clients create intentional, tax-efficient plans for retirement.
With over two decades of experience, and licenses including AAMS and Series 7, 63, 66, and 24, Aaron is now excited to bring his experience to Morgan Stanley. He is committed to helping clients achieve their financial goals through personalized strategies and a focus on long-term success.
Securities Agent: CA, IL, CT, MT, HI, GA, TX, PA, NY, NM, TN, NE, AR, AL, OH, NJ, ID, VA, SD, SC, OR, MO, MN, MD, KS, DC, WY, MA, IN, FL, CO, AZ, WA, OK, NC, NV, MI, IA; General Securities Principal; General Securities Representative; Investment Advisor Representative
NMLS#: 2655304
NMLS#: 2655304
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Process
My clients look to me for advice that includes their investments but goes far beyond to encompass business planning, investment management, lending strategies and other dimensions of their financial lives. That is why we employ a comprehensive financial planning approach that consists of the following steps:
Step 1: Initial Call
An Initial Call in which we’ll discuss what you hope to get from a relationship with me. I’ll ask you about your previous experiences with Financial Advisors or on your own. And we’ll discuss what you perceive to be your major objectives and potential obstacles to achieving them.
Step 2: Discovery Meeting
A Discovery Meeting in which I will take inventory of your finances and what you want your wealth to accomplish. We’ll identify your goals, attempt to quantify their cost, and determine whether you have the resources to achieve them within your required timeframe.
Step 3: Plan Presentation
A Plan Presentation Meeting in which I’ll present your financial plan and the strategies it suggests for filling any gaps between your goals and resources. Your plan will contain an asset allocation based on the size of those gaps and your risk tolerance.
Step 4: Plan Implementation
Plan Implementation that involves bringing your plan to life. This may entail additional consultation with Morgan Stanley professionals who focus on business planning, lending strategies and other disciplines relevant to your situation. It will also involve the development of a personalized investment strategy.
Step 5: Ongoing Evaluation
Ongoing Evaluation to help us determine whether you are proceeding toward your financial destination as anticipated. We monitor your performance on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.
Next Steps
If this sounds like what you need to help gain confidence in your financial life and you’re ready to explore what that could look like, let’s schedule a time for a 30-minute connection conversation.
HELPING ACHIEVE YOUR DEFINITION OF SUCCESS
As your life stage changes, so do your goals – our platform is designed to help you develop a flexible strategy to address these changing demands.
Financial Planning
We'll help you understand the fundamentals of finance and put your resources to work so you can plan, invest, and ultimately transition to retirement with confidence.
Business Owners
Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit strategies.
Wealth Management
My approach to wealth management focuses on what is most meaningful to you. As your life stage changes, so do your goals – our platform is designed to help you develop a flexible strategy to address these changing demands.
Investment Management
Here at Morgan Stanley, we offer a broad range of specialized solutions to clients, backed by the deep resources of Morgan Stanley and focused on long-term performance.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Morgan Stanley Online
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
Total Wealth View
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
Digital Vault
Morgan Stanley Mobile App
Securely access your Morgan Stanley account–from virtually anywhere.
Morgan Stanley Mobile AppLocation
1617 N Waterfront Pkwy
Ste 200
Wichita, KS 67206
US
Direct:
(316) 383-8355(316) 383-8355
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Aaron Alexander today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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 legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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 legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
