Before moving his wealth management practice to Morgan Stanley in 2012, Ali worked at various securities and banking firms during his 35-year career, including Wells Fargo Advisors, Landaas and Company, MetLife, Bankers Life and Casualty Co., Citi Bank (Africa), and JP Morgan Chase (Africa), to name a few. He has led a distinguished career punctuated by numerous firm-based and industry-wide awards for his production and client service excellence, including Premier Advisor status, a Milwaukee Five Star Wealth Manager (2012, 2013, 2014, 2015, 2016 & 2017); memberships, at various times, in The Million Dollar Round Table, Financial Planning Association, and the Society of Financial Services Professionals. Ali's extensive financial education includes a doctorate in business administration (DBA) and an advanced graduate certificate in management from Argosy University in Sarasota; an MBA (finance) degree from the University of Tampa; and a bachelor's of business administration (finance) degree from the University of Wisconsin. He also holds the Chartered Financial Consultant (ChFC) designation, the CERTIFIED FINANCIAL PLANNER (CFP) designation, and the Life Underwriters Council Training Fellow (LUTCF), which is granted by the Investments and Wealth Institute. Ali's interests include: Travel, Aviation/Flying, Golfing, Fishing, Performing Arts/Theatre, Music, Philanthropy. Areas of focus: Comprehensive financial planning, investment and retirement planning, investment portfolio design, securities selection, portfolio strategy implementation, and plan monitoring.