

Alexis Tranquille Nguyen Group at Morgan Stanley

Our Mission Statement
Our Story and Services
Behind us stands Morgan Stanley’s broader firm, which serves many of the world’s most sophisticated investors and has meaningful intelligence about every major asset class and a presence in every major market. Our firm is one of the nation’s leading firms to help clients with their personal wealth.
Whether you’re looking to plan for retirement, your kids’ college education, your eventual business sale or transition, or your career going into or retiring out of a professional sport, we’re here to learn about you and help you develop a tailored roadmap designed to get you to where you want to go.
Understand, Advise, Deliver... Succeed
It's a widely held misperception that professional athletes and entertainers enjoy access to endless streams of cash. Though some superstars strike it rich, it's important to be prepared for unpredictable outcomes. Our team helps young athletes grow and protect their wealth for long-term planning.
Above all, we strive to get to know you and protect not just you but those who are important to you.
You're Unique, We Know Why
From your variable income streams to your taxes, from your obligations to your aspirations, "typical" is not part of your vocabulary. You need distinctive financial strategies that match your lifestyle and career trajectory.
Concentrated Experience in Capable Hands
As a Global Sports & Entertainment Director, our broader GSE organization was developed to respond to the specific needs of sports and entertainment professionals at every stage of their careers. We understand your unique financial opportunities and challenges.
Tailored Advice to Meet Your Objectives
You can leverage us and the vast resources of Morgan Stanley to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you may have for yourself and your family, we present strategies, products, and services customized to help you reach your goals, your way.
The Power of a Team
We will routinely work in collaboration with other trusted advisors to guide financial decision-making. We support and respect your personal confidants, combining our strengths to help you succeed.
For many business owners, the eventual sale of their business is an integral part of their financial planning. Though it may seem obvious that leaving enough time to plan and having an adequate plan in place are two key factors in determining transition success, only 27% of family business owners say they have a robust business succession plan. As with the rest of your finances, it is important to construct a roadmap for your business and ensure that it is aligned with your personal aspirations.
Source: https://www.businesswire.com/news/home/20230321005177/en/New-Survey-Explores-State-of-U.S.-Family-Owned-Businesses
Determining Your Goal
Where do you want to be in three, five, or ten years? Do you want to remain involved, and if so, at what capacity?
Transitioning depends a lot on your situation. During our discovery conversation, we will be able to articulate your objectives.
Assembling Your Team
You may want to engage outside help as you navigate, including legal counsel, an accountant, an investment banker, and, of course, your financial advisor team. We're here to understand your business succession in the context of your holistic picture.
Gauging Value
Reaching a conclusion on how much your business is worth can be very difficult. In coordination with your assembled team, we can begin to explore this process together.
Maintaining Other Plans
Though developing a course to follow is important for your business, it's also important to keep an eye on the rest of your plans. We will be able to discuss your retirement goals and whatever you would like to accomplish once you've completed your transition.
Location
Meet Alexis Tranquille Nguyen Group
About Alix Alexis
Alix has been in the financial services industry since 2009, when he started his career in banking. He leverages his experience in finance, banking, lending, insurance, and investment advisory to look at the whole financial picture when guiding his clients with their personal and business goals. Alix also acts as the point person for many of his clients’ financial decisions, as he often collaborates with their attorney, CPA, business partners, and family members in multi-generational relationships. Truly, Alix enjoys working one on one with each person involved in the development of long-term financial strategies and in the decision-making process.
Alix and his wife are raising three young children and currently split their time throughout the year between his hometown of Fort Lauderdale, FL and Vienna, VA in the DC Metro Area. He enjoys playing golf, basketball, and spending quality time with family, friends, and clients.
NMLS#: 572988
About Linh Nguyen
Linh has been in the financial services industry since 2008. Through her experience in banking, lending, and wealth management, she has developed a great ability to listen, understand and resolve clients’ needs. Linh’s business acumen and caring personality formidably set her apart as they help foster deeper connections with clients.
Linh was born in Lancaster, PA and currently resides in Ft. Lauderdale, FL. She is of Vietnamese descent and speaks Vietnamese fluently. In her spare time Linh loves spending quality time with family and friends. She also enjoys cooking a variety of Asian foods and learning about the skincare industry.
NMLS#: 610182
About Vladimir Tranquille
For the team, Vlad is responsible for financial and retirement planning as well as portfolio construction and implementation.
He strives to provide a comprehensive experience while helping to simplify the complexities of wealth management for his clients. The experience is intended to provide clients with resources and capacity to give significant time back into their lives. For Vlad, the business goes beyond the transactional component. With a focus on building meaningful relationships, Vlad strives to deliver multiple touches to his clients, providing market and economic commentary, portfolio review, as well as educational and appreciative events throughout the course of the year.
Vlad started in the financial services industry in 2018. Beforehand, he attended Johnson & Wales University for both his undergraduate and graduate degrees, studying Business Administration and Finance respectively. A student to life, Vlad is driven to continue his learning on a consistent basis. Passionate about his work, he sees it as a fulfilling and gratifying opportunity to play a pivotal role in helping clients reach financial success. His current work was largely inspired by an unfortunate experience he had at a young age when his family suffered financial difficulties from an investment loss.. As a result, Vlad felt compelled to understand economics, money management and to become a financial advisor.
Vlad has been married to his lovely wife for 2 years and they reside in Sunny Isles Beach, FL. Outside of the office, Vlad is a past Board Member for HACCOF (Haitian American Chamber of Commerce of Florida) and also dedicates time and resources to Broward Partnership, a homeless shelter. When not with his family, you may catch Vlad participating in board member activities, playing basketball, or golfing.
NMLS#: 1956599

Contact Alix Alexis

Contact Linh Nguyen

Contact Vladimir Tranquille
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