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Mark Alexander
Mark Alexander
Portfolio Management
Vice President - Wealth Management
33 E. Main Street
Suite 700
Madison, WI 53703
tel: 608-283-2329
toll free: 800-356-4477
fax: 608-283-2348
Email Me
Welcome Associations Education Services Experience
Welcome

As a member of the Portfolio Management Group at Morgan Stanley Smith Barney, I provide discretionary asset-management services to both individuals and institutions. The Portfolio Management Group program offers investors a convenient and effective platform to invest in today's complex markets. Working directly with your portfolio manager, your investments are tailored to meet your individual needs and financial objectives.

My commitment to my clients extends far beyond the normal broker-investor relationship. I work with my clients to develop a life-planning partnership designed to help achieve my clients’ long-term financial and personal goals. For many clients, the cornerstone of that process is direct communication with the investment professional managing their assets. For more information about Portfolio Management Group and my investment style, please contact me directly.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Madison Kennedy Little League Association
    Madison, WI
  • Mike Alexander Memorial Scholarship Fund, Inc.
    Benton, WI
  • National Rifle Association
    Fairfax, VA
  • U.W. Platteville Alumni Association
    Platteville, WI
  • Wisconsin Woodland Owners Association
    Stevens Point, WI
  • Madison Edgewood College
    Corporate Baseball Booster
  • Rocky Mountain Elk Foundation
    Sponsor Member
  • National Wild Turkey Federation
  • Monona Home Talent Sponsor
Education and Licensing
  • Bachelor of Science - Business and Economics, 1975
    University of Wisconsin - Platteville
    Platteville, WI
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Guided Portfolio Management Program
    Smith Barney
  • State of Wisconsin Life & Annuity
    License and Appointments
  • State of Minnesota Life & Annuity
    License and Appointments
  • State of Florida Life & Annuity
    License and Appointments
  • Portfolio Manager Program - Smith Barney
  • State of North Carolina Life & Annuity
Services
  • 401k Rollovers
  • Asset Management
  • Certificates of Deposit
  • Commodities
  • Defined Contribution Plans
  • Education Planning
  • Exchange Traded Funds
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Insurance Services
  • Municipal Bonds
  • Professional Portfolio Management
  • Retirement Planning
  • Socially Responsible Investing
  • Trust Services and Accounting
  • Wealth Management
  • Women and Company®
Business Experience
  • 1983 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Madison,WI
  • 1981 - 1983: Endries Fastener, Co.
    Regional Sales
    Brillion, WI
  • 1978 - 1981: U.S. Gypsum, Co.
    Regional Sales
    Milwaukee, WI
  • 1975 - 1978: Newell Companies
    District Sales
    Freeport, IL
Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • View your Forms 1099, access tax calculators and software, and get other important tax information in the Tax Center. To visit the Tax Center see Key Links.
  • See Special Reports for the latest edition of the Citigroup Global Wealth Management Newsletter: On the Markets.
Mark Alexander is licensed in the following state(s): AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MS, NC, NJ, NM, NV, NY, OK, SC, TX, VA, WA, WI, WY
This 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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

Current Outlook (pdf)

Equity Market Daily (pdf)

Municipal Market Commentary (pdf)
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