Alicja Plonska,

Alicja is a Senior Vice President, Financial Advisor, a CDFA™, and a CEPA. She also serves as an Alternative Investments (AI) Director, Lending Specialist, Insurance Planning (IP) Director, and Branch Manager for Morgan Stanley.

Alicja develops personalized strategic advice to help address the complex needs of individuals, business owners, and executives who have unique planning and wealth management needs. Alicja’s team seeks to combine the true intimacy and personal attention and the global resources of one of the world’s largest financial services firms.

The footprint of Alicja’s approach is a tailored financial strategy, along with a comprehensive cash flow and risk analysis. This two-fold personalized strategic approach helps to address many of the core needs of individuals and families with substantial wealth.

Alicja is a member of the prestigious Century Club 2024, a group of the Firm’s elite Financial Advisors. She has also been named a 2022, 2023, and 2024 Forbes Top Women Wealth Advisors.

Alicja has also earned the *Certified Divorce Financial Analyst™ designation, awarded by The Institute of Divorce Financial Analysts™.