My Story

There are literally thousands of Financial Advisors to whom you can turn for advice and guidance. What makes me different?

For one thing, it’s my commitment to providing my clients with solutions to their financial issues that are not always readily apparent. For another, I take the time to understand who my clients are as people, not just investors, and I’m not afraid to tell them what they don’t always want to hear. Finally, I am supported by the extensive resources of one of the world’s most respected financial services firms – resources that can make a major impact in your ability to create coordinated, workable strategies in an increasingly complex financial environment. 

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified Investment Management Analyst (CIMA®), I offer my clients tailored advice that’s backed by rigorous training and professional experience. My objective is to deliver an outstanding client experience focused on sophisticated, smart investment strategies and comprehensive planning services that encompass virtually every aspect of your financial life.  Retirement planning, estate planning, tax planning, risk management, lending strategies – these are but a few of the issues I can help you address with meaningful advice that’s carefully conceived and given with the realization that your future financial security may depend on it.

I bring almost 15 years of experience to the service of my clients and during that time, I’ve established numerous client relationships that are noted for their depth and mutual respect. That’s the accomplishment of which I’m most proud…and the goal I continue to pursue in my day-to-day practice.
Services Include
  • Executive Financial Services1
  • Financial Planning2
  • Asset Management3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Planning for Education Funding6
  • Planning for Special Needs Individuals7
  • Divorce Financial Analysis8
  • Life Insurance9
  • Cash Management10
  • Lending Products
  • Alternative Investments11
  • Municipal Bonds12
  • Sustainable Investing13
  • Art Advisory14
Securities Agent: CA, CT, DC, DE, FL, MA, MD, NC, NJ, NV, NY, PA, SC, TN, VA; General Securities Representative; Managed Futures
NMLS#: 1278983
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

My Clients

Client relationships include corporate executives, skilled physicians, prominent business owners and accomplished professionals who seek unbiased, personalized advice. Some seek to maintain their lifestyle once they retire. Others are concerned about leaving a meaningful legacy to their children without excessive taxation or family conflict. Still others simply wish to simply feel more confident that they are on the right path to wherever it is they hope to arrive someday.

Corporate Executives generally maintain portfolios that consist largely of their employer stock. They know they should diversify to reduce risk, but they don’t want to appear disloyal and are wary of tax consequences. In addition, they often own stock options that are subject to rules of which they may only be vaguely aware. I help them manage risk, make informed decisions and integrate their equity compensation and other corporate benefits into their overall wealth management plan.

Physicians are typically so occupied with their work that they simply don’t have the time or inclination to focus on investments and other financial issues. My goal is to be able to relieve their concerns and increase their likelihood of achieving whatever is most important to them without infringing on their time spent treating patients.

My conversations with all these clients are candid and forthright. I want to find out who they are, what they value, what they hope to accomplish and where they are financially, so I can develop a strategy to help them succeed.  I strive to be the person my clients seek whenever they have a financial decision or issue. Just because that issue may seem daunting doesn’t mean it can’t be addressed successfully by developing and implementing a strong, customized plan.
    As my career progressed, I realized that if I wanted to provide my clients with advice that would make a difference in their financial lives, I would have to focus on far more than their investments. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I employ a goals-based approach that incorporates the following steps:
    • Identifying Aspirations
      What do you really want for yourself and your family? Can you articulate what you want your retirement to look like, for example, and when you would like it to begin?
    • Quantifying Cost
      How much will your desired goals actually cost? How much income will you have to generate to achieve your retirement dreams? What will college for your kids cost when they’re ready to go? I work closely with you to develop realistic cost estimates for the goals most important to you
    • Assessing Resources
      How much have you saved for retirement and other objectives? How much income will you be able to generate from your assets and what other sources of income and assets might be available to you in the future? Social Security? A pension? An inheritance? I’ll help you quantify the resources from which you're hoping to fund your goal and determine whether you're on track to reaching it.
    • Evaluating Readiness
      Is there a gap or a surplus between your expected resources and the goals to which you aspire? If there’s a gap, how you fill it? Spend less? Save more? Reposition your investments?
    • In addition to my CFP designation, I’m a Certified Investment Management Analyst (CIMA®) with years of experience applying advanced investment knowledge to confidently navigate even the most complex situations. My investment philosophy emphasizes a tax-efficient sector-based approach, while taking full advantage of Morgan Stanley’s thought leadership and extensive resources.
    • Education
      CERTIFIED FINANCIAL PLANNER™
      New York University - Certificate in Financial Planning
      New York, NY
      Wharton School of the University of Pennsylvania
      CIMA® - Certified Investment Management Analyst®
      Philadelphia, PA
      Pennsylvania State University
      B.S. - Smeal College of Business
      University Park, PA
      Ecole de Management de Lyon (EM Lyon)
      International Business
      Lyon, France
    • Experience
      2005 - Present: Morgan Stanley
      Vice President - Wealth Management
      Senior Investment Management Consultant
      Financial Advisor
      New York, NY

      2004-2005: Oppenheimer & Co. 
      New York, NY

      2003-2004: The Vanguard Group
      Malvern, PA
    • Honors
      2018 Forbes Next Generation Wealth Advisor (Forbes Magazine)
      2014 -2017 Five Star Wealth Manager Award (New York Magazine)

    Location

    1290 Ave Of Americas
    13th Fl
    New York, NY 10104
    US
    Direct:
    (212) 492-6752(212) 492-6752
    Toll Free:
    (800) 917-9662(800) 917-9662
    Fax:
    (646) 588-0458(646) 588-0458

    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.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
    The 2019 Wanderlust List

    The 2019 Wanderlust List

    The world awaits your next adventure. Start here.

    More from Morgan Stanley

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and Justin Rose: A Winning Team

    Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
    Learn more about Morgan Stanley and Justin Rose: A Winning Team
    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 R Suero today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Tax 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.

    2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    3Morgan 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.

    4Morgan 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.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

    6Morgan 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.

    7Morgan 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.

    8Morgan 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.

    9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    11Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    12Income 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.

    13The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    14Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

    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 suitable 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”) 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.


    CRC 2019752 10/2018