About Me

Alex joined the Greenwich, CT office of Morgan Stanley Wealth Management in January 2015, bringing with him extensive investment knowledge and experience.  He has been advising clients, ranging from hedge funds and other institutional money managers to ultra-high net-worth investors, through good markets and bad, for over 24 years.Prior to joining Morgan Stanley, Alex spent 12 years at UBS Financial Services in Manhattan and the first 10 years of his career in the New York office of Alex. Brown & Sons (acquired by Deutsche Bank AG).Alex’s comprehensive wealth advisory practice at Morgan Stanley focuses exclusively on helping meet the investment and financial planning needs of individual investors and their families.  Drawing upon his experience through many different market environments and by working closely with his clients’ other trusted advisors (such as their accountants and estate planning attorneys), Alex seeks to simplify the often busy lives of his clients, while seeking to enhance the value and timeliness of the advice he provides to them.Within the context of tax, financial planning and estate planning considerations, Alex and his team design, implement and manage portfolios that are tailored to help meet the specific unique and varied needs of each and every client.  He focuses on building diversified, tax advantaged income portfolios for clients in, or approaching, retirement.Born and raised in Manhattan, Alex currently resides in Darien, CT with his wife Carina, their identical twin sons and their dogs Kiwi and Biscuit.  Outside of the office he enjoys competitive sailing, gardening and spending time with his family.
Services Include
  • Retirement Planning1
  • Planning for Education Funding2
  • Executive Financial Services3
  • Municipal Bonds4
  • Qualified Plans
  • Life Insurance5
Securities Agent: AZ, CO, CT, FL, GA, MA, NJ, NY, PA, TX, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1390897
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Experience

2003 - 2015: UBS Financial Services Inc.
Account Vice President, Wealth Management

1993 - 2003: Deutsche Bank Alex. Brown
Associate, Private Client Group

    Education

    • Trinity School, New York, NY
    • Choate Rosemary Hall, Wallingford, CT
    • Vanderbilt University, Nashville, TN
    • Series 7, Series 63, Series 65, Registered Investment Advisor
    • Insurance Agent _x0016_ Life, Accident and Health in CT, GA, NY, NJ, PA

    Associations

    • Past Chairman, Choate Rosemary Hall Alumni/ae Club of New York
    • Member, Doubles Club, New York, NY
    • Member, Stamford Yacht Club
    • President, Delafield Island Tax District (Darien, CT)

    Location

    1 Fawcett Place
    3rd Floor
    Greenwich, CT 06830
    US
    Direct:
    (203) 625-4855(203) 625-4855
    Toll Free:
    (800) 243-5977(800) 243-5977
    Fax:
    (203) 661-4280(203) 661-4280
    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    More from Morgan Stanley

    Your Financial World. On the Go.

    Your Financial World. On the Go.

    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Alexander Davidson today.
    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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