My Story and Services

Drawing on a diverse background in institutional finance and private banking, Alexandra (Ali) Carlino works with a national clientele of accomplished professionals, first-generation wealth creators and affluent families. Ali has earned a reputation for being conscientious, candid and highly protective of her clients’ best interests. She demonstrates her advocacy through action rather than words and excels in bringing like-minded individuals together to network, learn from each other and share best practices.
Prior to joining Morgan Stanly in 2025, Ali spent nearly ten years at J.P. Morgan, starting with a supporting role in their firmwide Global Fiduciary Management and Control framework. Her role soon expanded to include working with the Asset & Wealth Management Chief Operating Officer and Chief Control Manager on M&A due diligence, and the development of sustainable investing and ESG Risk & Control Frameworks. Ali joined the J.P. Morgan Private Bank in 2022 to concentrate on what she enjoys most—partnering directly with families and entrepreneurs to help them achieve personal and financial goals.
Ali earned an M.P.A. in finance from New York University, after earning her B.A. in politics and international affairs from Wake Forest University. She is a proud mentor for Pencil, Inc., a nonprofit dedicated to rallying community leaders to help public school students achieve their full potential.
A resident of Denver since making it her remote work home base in 2020, Ali loves the vibrant music scene and proximity to the mountains. Since relocating, she has made the most of her time with many friends in the area and her Golden Retriever, Georgia. She is also an avid reader, skier, tennis player and hockey fan.
Capabilities
  • Comprehensive Wealth Planning
  • Open-Architecture Platform
  • Cash Management & LendingFootnote1
  • Tax, Trust & Estate AdvisoryFootnote2
  • Philanthropy Management
  • Family Governance & Wealth Education
Securities Agent: MD, CA, VA, TN, ID, HI, WA, SC, ND, WY, MT, KY, DC, AR, SD, IL, AL, VI, OK, NV, LA, IA, AK, NY, MO, MI, IN, CO, WI, KS, GA, FL, PA, NC, MS, CT, UT, TX, RI, PR, NM, NJ, NH, MN, ME, DE, AZ, WV, VT, OR, OH, NE, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2638909
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
  • Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $980 billion in AUM1
  • Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024

Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

EXPERIENCE THAT TRANSCENDS INDUSTRIES

We work with a national clientele of financially successful families and individuals, building close working relationships that often span several decades and multiple generations. While our clients tend to share the complex, multigenerational planning issues common among highly affluent families, they also face unique challenges that are specific to the ways in which they created their wealth. These clients include:
    Entrepreneurs
    Across a broad range of industries at various levels of experience. We work with younger entrepreneurs who are in the startup phase of their enterprises, and seasoned leaders who have built and monetized multiple ventures.
    Read more about wealth management for entrepreneurs and business owners:
    Life stages of a Successful Entrepreneur Placemat
    Principal Investors
    We work with partners and employees of successful venture capital, private equity and hedge funds. We also provide the younger generations of our ultra-high net worth families with opportunities to pursue private investment vehicles for the family portfolio.
    Read more about wealth management for principal investors:
    Family Offices
    Offering an extensive range of capabilities to extend and enhance the services they deliver to their owners, and the consultative expertise to improve their operations. We are often called upon to work with the younger generation of the SFO owners as they begin to assume a larger role in decision-making.
    Read more about services for Single Family Offices:
    Best Practices guide

MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES

Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
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    Morgan Stanley Online
    Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
    Learn more about Morgan Stanley Online
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    Total Wealth View
    Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
    Learn more about Total Wealth View
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    Portfolio Risk Platform
    Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
    Learn more about the Portfolio Risk
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    MS Reserved
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm.
    Learn more about MS Reserved
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    Family Office Resources
    Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth advisors and clients across a broad range of family wealth management issues.
    Learn more about Family Office Resources

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4094(303) 572-4094
Wealth Management
Global Investment Office

Portfolio Insights

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Funding Climate Action: Pathways for Philanthropy
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Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
1Morgan 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

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2Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.

See the Financial Advisors Biographies for Registration and Licensing information.

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.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: Products 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.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

Morgan 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

Awards Disclosures
CRC 4237142 (02/2025)