Our Story and Services

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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.

CASH MANAGEMENT AND LENDING

Morgan Stanley helps you make the most of your cash while keeping your goals in focus. From managing liquidity to exploring lending solutions, we offer flexible strategies designed to support your evolving financial needs – whatever they may be.

    Icon Image
    Cash Management and Lending Solutions

    At Morgan Stanley, we offer unique cash management and lending solutions to complement your investments and help simplify your finances.

    Explore the Full Suite of Offerings
    Icon Image
    Beyond Basic Borrowing

    Most people borrow during the course of their lives. But it's important to be as strategic about borrowing as you are with the other areas of your financial life.

    Strategic Borrowing
    Icon Image
    Morgan Stanley CashPlus Brokerage Account

    Designed as a modern alternative to banking with the capabilities to help you access, move, and manage cash when you need it while enjoying exclusive benefits.

    Click to Learn More
    Icon Image
    Helping a Loved One Buy a Home

    High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.

    Ways to Help With a Home Purchase
    Icon Image
    Preferred Certificates of Deposit (CDs)

    Once you open a Morgan Stanley Brokerage Account, you can potentially grow your wealth with our competitive fixed rate Preferred Certificates of Deposit (CDs) offerings.

    Lock in a Competitive Rate
    Icon Image
    Preferred Savings Program

    Once you open a Morgan Stanley Brokerage Account, you can make the most of your idle cash with our competitive Preferred Savings Program.

    Help Keep Your Cash Working for You

MODERN WEALTH TOOLS & RESOURCES

Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.

    Icon Image
    Morgan Stanley Online

    Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.

    Learn More
    Icon Image
    Total Wealth View

    View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.

    Learn More
    Icon Image
    Cyber Security Resources

    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.

    Learn More
    Icon Image
    MS Reserved

    Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

    Learn More
    Icon Image
    Thoughts on the Market Podcast

    With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.

    Learn More
    Icon Image
    GIC On the Markets

    Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

    Read the Latest Report
    Icon Image
    GIC Weekly

    The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.

    Read the Latest Report
    Icon Image
    2026 Federal Tax Tables

    This document outlines the 2026 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.

    View 2026 Federal Tax Rates

Location

40701 Woodward Ave
Ste 200
Bloomfield Hills, MI 48304
US
Direct:
(248) 723-1888(248) 723-1888

Meet Nader Advisory Group

About Me

Securities Agent: CO, FL, TX, AZ, PA, TN, MN, VA, CA, WI, MI, GA, MA, IN, DE, WA, SC, NY, NV, IL, AL, OH, KY, DC; General Securities Principal; General Securities Representative; Investment Advisor Representative

About Me

As a Financial Advisor, my main objective is to help individuals and families build confidence in their financial future through thoughtful guidance. I work closely with my clients to strategically build a plan based on individual and evolving goals.

My financial background began at Michigan State University, where I earned a degree in finance from the Eli Broad College Of Business. I was actively involved in Michigan State’s Financial Planning and Wealth Management program, where I gained invaluable exposure to the industry.

My financial career began 4 years ago at Comerica Bank, where I joined the Nader Advisory group. As a team, we hold a combined 100 years of experience in the financial services industry which has provided me with a wide range of client exposure. As a Financial Advisor, I have developed meaningful relationships with my clients while utilizing my team to build personalized financial strategies. I currently hold two professional designations, the AAMS and the APMA, and currently working toward my Certified Financial Planning designation.

Outside of work, I enjoy spending time with my family, and maintaining an active lifestyle through golf, softball and other recreational activities.
Securities Agent: TN, OH, MN, SC, MI, FL, CO, WA, TX, PA, NY, NV, GA, AZ, WI, DE, AL, IN, DC, MA, KY, IL, CA, VA; General Securities Representative; Investment Advisor Representative

About Me

Securities Agent: AL, AZ, AR, CA, CO, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative

About Alex Nader

As an investment consultant, I work to build strong relationships and help clients reach their financial goals. My approach is grounded in understanding risk, identifying potential challenges, and helping clients make decisions that align with their goals while protecting what they have built. The most rewarding part of the business is finding the right solution for each client and aligning strategies with their needs, priorities, and long-term goals.

I earned my degree in Finance from Michigan State University’s Broad College of Business and hold the APMA designation. I began my career at Comerica Bank and have spent the past three years working alongside an experienced team to help deliver thoughtful guidance, personalized strategies, and tailored solutions for clients.

Outside of work, I enjoy golf, tennis, softball, hockey, spending time up north, and, most importantly, time with family.
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

A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

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
Iran Conflict: Seven Takeaways for Investors
Article Image

Iran Conflict: Seven Takeaways for Investors

Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.

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

529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

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

Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image

Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Nader Advisory Group today.
1Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

Back to top



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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

Back to top



3When 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.

Back to top



4Morgan 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.

Back to top



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)