Caitlin Alcon, QPFC, CLTC®
Financial Advisor,
Financial Planning Specialist
Direct:
(719) 288-1343(719) 288-1343
My Mission Statement
Simplifying, enhancing, and optimizing your financial journey to help achieve long-term success
About Me
Caitlin has over 25 years of experience in the financial services industry working to help high net worth individuals, business owners, families, and non-profits reach their goals. As a financial planning specialist, she focuses on a comprehensive approach to managing wealth, ensuring that there is a mutual understanding and strong communication every step of the way. She is passionate about delivering excellent service and helping her clients be financially fit, comfortable, and confident in their decisions. Caitlin is a member of Morgan Stanley's 2025 Pacesetter's Club, a group of the Firm's successful Financial Advisors who demonstrate the highest professional standards, first class client service, and set the standard of growth for their peers. Outside of work, she is active in the community and sits on the Board of the Pueblo Latino Chamber of Commerce. A Colorado native, Caitlin loves the outdoors, spending time with family, hiking, biking, fishing, standup paddle boarding and participating in CrossFit.
Securities Agent: VA, NV, WI, LA, ID, NY, MS, OH, PR, RI, TX, TN, WA, WY, NC, NE, NM, OK, NH, MT, MN, DE, HI, IA, MI, FL, KS, MD, IN, WV, UT, SD, SC, PA, OR, ND, MO, MA, IL, GA, CO, CA, AZ, AR, AK, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2342779
NMLS#: 2342779
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Protecting You and Your Data
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Security includes the following; strong encryption protocols designed to protect your data, continuous monitoring to help detect and prevent fraudulent activity in your accounts, routine testing of our systems to identify potential vulnerabilities, and independent reviews by outside security firms to penetration test our applications and evaluate our processes. Use these resources to learn more about your cybersecurity at Morgan Stanley.
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn More
Protecting your Smart Device
Do you pay as much attention to protecting the security of your phone as your computer? You should because your phone is a gateway to your financial, social media, email and other personal accounts. Fraudsters are continually devising new schemes to take control of your phone to perpetrate identity theft and fraud—and if they succeed, the damage can be significant.
Learn More
Cryptocurrency Scams
Cryptocurrency is attracting quite a bit of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams that are being perpetrated by fraudsters.
Learn More
Staying Safe from Elder Fraud
From robocalls to computer viruses, online dating scams to social security fraud, criminals use a wide variety of tactics to try to target older adults. Learn how to steer clear of their schemes.
Learn More
Cybersecurity on Vacation
Naturally, vacations are a time to forget about your daily responsibilities and worries. But letting your guard down with your cybersecurity can lead to a disrupted vacation—and long-term headaches, too. So, whether your travel plans include a beach vacation with your family, a romantic getaway to Europe or city escapades with friends, use these tips to help protect your cybersecurity while you're away from home.
Learn More
Good Cybersecurity Habits
At Morgan Stanley, we have controls and processes in place that offer fraud protection to our clients and our infrastructure. This resource is intended to help users enhance those processes to further protect themselves from cyber threats.
Learn MoreLongevity & Healthy Living
Longevity and wellness are increasingly important as life expectancies rise, presenting both opportunities and challenges in your finances. We want to emphasize these topics, so our clients can live healthier, longer, and more quality lives.
Curbing Financial Stress
Many of us face money worries. You may be able to get advice and education from an unexpected source—learn how you can get help with your financial problems.
Learn More
Life Expectancy, Longevity, & Retirement
As the population grows older, different needs are created for retirees. Learn how to make your money last if your retirement lasts longer than expected.
Learn More
Financially Fit at Forty
A former single mother couldn't afford to save or invest in her 20s and 30s and feels like she's behind. Now that she's built a high-earning consulting business, can she make up for lost time to invest for her family's future? In this episode of What Should I Do With My Money?, listen in as Sarah, a Financial Advisor at Morgan Stanley, gives our guest approachable steps towards managing her finances.
Learn More
Financial Decisions Before Retirement
As retirement approaches, you'll want to have a clear understanding of what your financial needs are and if there's room for improvement. Find out more about the proper steps to take with your finances leading up to retirement.
Learn More
Prepare for the Rising Costs in Health Care
Health care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.
Learn More
Financial Freedom
What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue their dreams without fear of the unknown or unexpected.
Learn MoreHelpful Resources
Our extensive selection of resources is crafted to improve all facets of your financial well-being. Listed below are several technologies available to clients, accompanied by materials designed to simplify and clarify financial analyses and research.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Experience a holistic view of your financial landscape by integrating both your Morgan Stanley and external accounts, enhancing strategic planning and personalized advice.
Learn More
Insights from the Global Investment Office
The Global Investment Office (GIO) at Morgan Stanley is a comprehensive resource dedicated to providing investment solutions and strategic advice. With a focus on portfolio construction, market research, and investment strategy, the GIO supports clients by offering best-in-class resources and expert guidance to help navigate complex market landscapes and achieve investment goals.
Learn MoreOnline Security
Safeguarding your assets and personal information is essential. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn MoreLocation
115 E. Riverwalk, 3rd
Floor
Pueblo, CO 81003
US
Direct:
(719) 288-1343(719) 288-1343
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
A Simple Six-Step Retirement Checkup
Article Image
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
Rational Investing in an Age of Uncertainty
Article Image
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
529 Plans: A Powerful Tool to Save for Education
Article Image
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
Article Image
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
Ready to start a conversation? Contact Caitlin Alcon today.
1Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Morgan 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
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
3Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
4Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Municipal bonds may not be appropriate for all investors. Income 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.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
6Morgan 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
7When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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 | Morgan Stanley
CRC 4665150 (8/2025)
