Nicholas Alvanos
My Mission Statement
My Story and Services
Our Values
Our work goes beyond managing wealth- we are guided by a set of principles that reflect who we are as a team and how we approach every client relationship. These values shape our culture, influence the way we collaborate, and ensure that each client experience is thoughtful, personal, and rooted in trust. They are the foundation of our long-standing relationships, and the reason clients know they can count on us through every stage of life.
From beginning to end, we act with our clients' best interest at heart.
Trust is earned through purpose, transparency, and an unwavering standard of excellence.
Together we help unlock innovation, seize opportunity, and achieve lasting growth.
We honor each relationship with warmth, enduring care and a commitment to uphold and preserve your legacy.
Everything You Need, All In One Place
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater use.
Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
You can now conveniently view your accounts from other financial institutions on Morgan Stanley Online giving you a complete financial picture.
Safeguarding your assets and personal information is among our highest priorities.
Access your Morgan Stanley Online account from anywhere. Download to your mobile device and login with your MSO login information.
At Morgan Stanley, you have access to Spending and Budgeting tools to help you manage your cash flow across all of your accounts at Morgan Stanley, as well as those held at outside financial institutions. These tools allow you to track spending patterns using cash flow, income and expense analysis.
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
Legacy Planning
Financial planning customized to your family's needs is essential to preservation of wealth. Keeping the next generation informed is key to their future financial goals.
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. It's never too early to start improving financial literacy in your family.
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
Listen in as Morgan Stanley colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Join us as our guests share their stories around life's major moments. On this award-winning podcast, we match real people, asking real questions about their money, with experienced Financial Advisors.
Helping you achieve your definition of success
Below are tools and resources for your convenience that may help in your financial journey.
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Learn about how Morgan Stanley protects you through our security measures and how you can protect yourself online.
What can you do to avoid running out of money in retirement? Fortunately, there are ways to help you prepare for the market's unknowns as you advance toward retirement.
Retire the notion that it is still too early to save and start saving early so you will have the freedom to enjoy your future in style.
A 529 Plan can help you pave the way for a loved one on the path to success. The 529 Plan reduces both the income taxes on your investments and the taxable value of your estate for federal estate tax purposes. The combination of income tax-free growth, estate tax benefits, attractive continuous-control features, and versatility, make 529 plans the education investment vehicle of choice.
You can leverage our unique position and affiliates to source innovative strategies from among the most knowledgeable investment minds in the industry. Morgan Stanley employs rigorous due diligence to identify, evaluate, and select, each alternative investment product on our platform. We want to identify the managers that we believe are highly qualified to help our clients meet their objectives.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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