![]() Private Bankers, Ultra High Net Worth (“UHNW”) Sales Specialists, Lending Advisors, Mortgage Consultants, Relationship Managers, Cash Management Specialists, Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.īanking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC. She also enjoys spending time with her family and is an avid runner. Outside of the office, Alexandria donates her time to the local school system in her home town of Franklin, Massachusetts, as well as through various other organizations. She and her husband reside in Franklin, Massachusetts with their two children. She holds a Graduate Certificate in Financial Management from the University of California, Berkeley/New England College of Business. She has also served as a Private Banker at TD Bank, as well as a Premier Client Manager at Bank of America.Īlexandria graduated from Southern New Hampshire University with a Bachelor of Science in Marketing. Before she joined the firm, she was a Relationship Manager at First Republic. Prior to being promoted to her current position, she served as an Ultra High Net Worth Sales Specialist and an Associate Private Banker. In my free time, you will find me gardening, cooking, and exploring the outdoors with my husband and son.Īlexandria Hutchinson is a Private Banker serving Morgan Stanley’s Wealth Management offices in Massachusetts and Connecticut.Īlexandria began her career in financial services in 2000, and joined Morgan Stanley in 2012. I enjoy working with clients who want to learn the art of goal-based investing but who also want a responsible person to look after their portfolio so they can enjoy spending time with their families and doing things they love. After I get to know my clients well to then align investments with their goals. My process starts with discovering what goals are most important to my clients. The firm’s modern wealth management analytics and risk management tools are used to formulate customized strategies. I analyze my clients’ problems and engage Morgan Stanley’s resources to find solutions. Whether you are planning for retirement, buying a house, preparing children for a college, or setting your bucket-list goals, you need a Financial Advisor on your side.Īs a CERTIFIED FINANCIAL PLANNER™, I utilize a comprehensive wealth management process to develop financial plans tailored to individual situations. The award was not based on a specific time period. Source: (Awarded 2016-2022) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. In his free time, Jeff enjoys skiing, working out and traveling. Currently, he and his wife Irina live in Needham with their two boys, Aaron and Mark. Jeff is a graduate of Massachusetts College of Liberal Arts where he earned a bachelor of arts degree. He has been named a Five Star Wealth Advisor by Boston Magazine for the last seven years. Jeff is currently a member of the Morgan Stanley Century Club. By utilizing the financial planning capabilities of the firm, Jeff creates and implements an innovative strategy for each client that is designed to help them achieve their unique goals. At the core of Jeff’s business are high net worth individuals who are preparing for a significant financial event or retirement. Jeff leads the team’s financial planning efforts and believes that each client should have a customized plan designed specifically for their needs and objectives. ![]() Jeff Factor is a Senior Vice President, Senior Portfolio Management Director at Morgan Stanley, where he has worked for over two decades. 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 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. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. We utilize the firm’s managed money platforms, financial planning resources, and cash management and lending capabilities to meet the unique needs of each client. The knowledge of the markets and wealth management industry allows us to provide clients with investment advice that is tailored to their specific needs. With over nine decades of industry experience combined, we work directly with successful individuals, families and business owners to create a comprehensive investment strategy tailored to their specific needs and objectives. The Wellesley Centre Group is committed to helping clients achieve their financial goals.
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