Story and Services

Welcome to The Franklin Alvarado Group, our team consists of Anna Alvarado, Mina Franklin, Adrian Sandoval and Ana Landeros with a vast experience in all areas of the financial service industry. Anna Alvarado and Mina Franklin each with 36 years of experience, Adrian Sandoval with 12 years of experience, and Ana Landeros with 8 years of experience. Our International Wealth Management team focuses on serving the financial needs of our clients who are in the agriculture, cattle ranching and manufacturing industries located in Mexico and in the United States. We are always up to date on the latest topics that influence the lives and financial aspects of our clients and their communities in Mexico and Southern Arizona.

We believe that great financial advice starts by understanding every aspect about you and your family so that together we can create a customized solution to achieve your goals for wealth accumulation now, retirement later and any legacy you intend to leave your family and community. Our commitment to you is to monitor changes in your life and family situation and make sure that we provide excellent service at all times. Above all, we are a team you can trust and get advice from in all your financial matters.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Retirement Planning2
  • Trust Accounts3
  • Annuities4
  • Life Insurance5
  • Cash Management and Lending Products6
  • Certificates of Deposit7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

7175 N Pima Canyon Dr
Tucson, AZ 85718
US
Direct:
(520) 519-2300(520) 519-2300
Toll-Free:
(800) 347-3130(800) 347-3130

Meet The Franklin Alvarado Group

About Me

Guillermina started in the financial services industry in 1980, she began her career as an International Banker at Valley National Bank, now JPMorgan Chase in Nogales, Arizona.  During her 34 year career at Chase she acquired an extensive knowledge in all of the financial areas and achieved promotions to become Vice President and Financial Advisor.  In 2014 Guillermina moved to Tucson to work at Morgan Stanley focusing primarily on International Wealth Management and high net worth families. 
Implementing the firms intellectual capital and research, Guillermina is able to help clients with customized solutions to help them achieve their life financial goals.
Guillermina is bilingual, fluent in English and Spanish, and having the International Client Advisor designation she is specifically experienced in addressing the needs of International clients.  
Guillermina and her husband Richard raised their 3 daughters, Lizette, Nicole and Roxanne in Rio Rico and now they enjoy spending time and traveling with their 4 grandchildren.
Securities Agent: AZ, TX, MN, CA; General Securities Representative; Investment Advisor Representative

About Me

Since 1980, Anna has worked earnestly on establishing her career in the financial services industry, she has been with Morgan Stanley since 2014 focusing primarily on International Wealth Management and serving clientele of high net worth families.  Implementing the firm's intellectual capital and research, Anna helps clients with customized solutions to help them achieve their life financial goals.  Anna is bilingual, fluent in English and Spanish, and having the International Client Advisor designation she is specifically experienced in addressing the needs of International clients.  

Prior to joining Morgan Stanley, she began her career in the financial industry at Valley National Bank (currently JPMorgan Chase) as an international Private Banker and during her 34 year career she earned promotions to become Vice President, Banking Center Manager and Financial Advisor.
Anna was born in Mexico and raised in Southern Arizona; she is married to Rogelio Alvarado and has 4 children and 6 grandchildren.
Securities Agent: AZ, TX, CA; General Securities Representative; Investment Advisor Representative

About Me

Roxana has been with Morgan Stanley since 2015 when she started her career as a Service Associate. During this time she developed a strong background in Operations. Her attention to detail helped her excel in this position where she was responsible for reviewing money movement, processed physical securities and deposits, and checked documents for accuracy and completeness. She is excited to bring these skills to the Franklin Alvarado Group and help them continue to provide the exceptional client service that they are known for. Roxana joined The Franklin Alvarado Group in 2019 as a Client Service Associate. She is the first line of contact when it comes to assisting clients with their financial transactions, online services, scheduling appointments and overseeing client communications.

Roxana is a graduate from the University of Phoenix with a bachelor’s degree in Business Administration. She was raised in Sinaloa, Mexico and is fluent in Spanish and English.

Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Investing in Artificial Intelligence and Automation

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
A Parent's Guide to Talking to Your Kids About Money

A Parent's Guide to Talking to Your Kids About Money

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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Sign Up for eDelivery

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Reserved | Living & Giving

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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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Access Morgan Stanley Online

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Ready to start a conversation? Contact The Franklin Alvarado Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

2Morgan 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.

3Morgan 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.

4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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

7CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

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 suitable 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”) 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.


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