

The Alexander Group at Morgan Stanley

Our Mission Statement
Our Story and Services
We understand how our business impacts clients' lives. We offer clarity toward personal & financial goals, and have built continuity into our practice to help clients, and their families, for several years ahead. Helping clients accomplish their objectives is how we measure our success.
The values that guide our personal philosophy mirror our investment approach & service model:
- Patience – Investing is a long game. We focus on the years ahead, not weeks.
- Discipline – We acknowledge but separate emotion from investing and rely on data.
- Integrity – Trust is the foundation of all relationships, business included.
- Diligence – There is no replacement for hard work and effort on all fronts.
- Accountability – Know what's outside our control, but own what is.
- Humility – Foolish pride leads to destruction; humility keeps us hungry to learn more.
About Us

Chris graduated from USC in 1991 and immediately pursued his financial advisory career at Morgan Stanley in Santa Monica. He then earned his Certified Investment Management Analyst (CIMA®) designation from University of Pennsylvania's Wharton School, and is recognized as one of the firm's Top 5% of advisors. In 2014 Chris became Managing Director, and achieved Family Wealth Director designation in 2015, an achievement held by ~300 advisors nationwide. Outside the office he enjoys tennis, cooking, and spending time with his wife and two children in Manhattan Beach.
A native of Pittsburgh, Jeremiah earned a scholarship to study and play football at Princeton University. After graduating with a B.S. in Political Science, he worked at Allegheny Technologies before joining Morgan Stanley in 2012. An accredited retirement plan specialist, his professional passion remains portfolio construction, alternative investments, and tax strategies, particularly for business owners and professionals. Jeremiah has been recognized by Forbes as a Best-In-State Wealth Advisor (AZ) in addition to The Alexander Group's Best-In-State Team award (CA). He loves time with his wife & daughter, most anything outdoors, his church community, podcasts, and health & wellness.
Joshua graduated from California State Polytechnic University (Pomona) in 2006 where he majored in Finance. After graduation, he began his financial services career in operations, and quickly advanced to Operations Manager at Oppenheimer. He joined Morgan Stanley in June 2013 and The Alexander Group in April 2015. He currently resides in Long Beach, CA with his wife and two daughters, and enjoys outdoor activities such as hiking and snowboarding.
Yecenia joined The Alexander Group at Morgan Stanley in March of 2019. Prior to that, Yecenia worked at two of the largest financial firms with a focus on lending and client support. In addition, Yecenia is a Financial Planning Specialist that develops goals-based plans to help ensure clients' are on track to meet their objectives. Outside of the office she enjoys traveling, hiking, and hanging out at the beach with her husband and son.
Location
The Power of Partnerships
About Casey Morris
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Casey began his career in financial services in 2019 and joined Morgan Stanley in 2022. Prior to joining the firm, he was a Commercial Banker at Wells Fargo. He also served as a Market Consultant at the Hanover Research Council.
Casey is a graduate of George Mason University, where he received a Bachelor of Science in Economics. He lives in Arlington, Virginia. Outside of the office, Casey enjoys hunting, fishing, and playing golf.
Portfolio Insights
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
Retirement for Plan Sponsors
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2When 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.
3Alternative 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.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
5When 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.
6When 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.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.
9Participating in a new issue/syndicate is subject to availability. IPOs are highly speculative and may not be appropriate for all investors because they lack a stock-trading history and usually involve smaller and newer companies that tend to have limited operating histories, less-experienced management teams, and fewer products or customers. Also, the offering price of an IPO reflects a negotiated estimate as to the value of the company, which may bear little relationship to the trading price of the securities, and it is not uncommon for the closing price of the shares shortly after the IPO to be well above or below the offering price.
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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.
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