Heather Berry is a Series 66-licensed financial advisor with Morgan Stanley in Aventura, Florida, and has 24 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she serves as a successor trustee for a trust in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools to model financial outcomes, serving clients primarily in an advisory capacity.

Hilary Kumble Freeman is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Diana Sanchez is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and The Q Kapital Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-return modeling.

Jorge Unda Rodriguez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and three years of industry experience. He spent 30 years with BBVA Mexico before working at BBVA Securities Inc. and Morgan Stanley since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Paul Doherty is a financial advisor at Morgan Stanley in Aventura, FL, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Luis Mayorga is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Outside of his advisory work, he is a co-owner of VOJ LLC, a real estate investment entity in Florida. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and market-based modeling techniques.

David Hatz is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and bringing 32 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at UBS Financial Services for nine years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and planning tools.

Diego Reyes Trujillo is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation. He has experience working at major financial institutions including Bank of America and Wells Fargo. Prior to his roles in finance, he spent seven years at ProColombia within the Government of Colombia. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

Michael Berez is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to his tenure at Morgan Stanley Smith Barney beginning in 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes, focusing primarily on an advisory role without providing individual security recommendations as part of standalone financial plans.

Robert Oliva is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and offers broad retail and institutional investment solutions.

Denise Goldstein is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at BNY Mellon Securities Corporation and TIAA-CREF. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Achilles Kontoyiannis is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He worked at UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2020. Outside of his advisory role, he is an officer of TIFFYNY Inc., a company involved in art and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutional clients. The firm provides tailored financial planning and advisory programs supported by structured planning tools and broad investment resources.

Kevin Shurland is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and having 20 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through tailored strategies without offering individual security recommendations as part of standalone planning.

Paola Cabrera is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, while serving clients through both direct and employer-based agreements.

Frances Pina is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 license with seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at EFG Capital International Corp in 2016-2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Fabiano Sampaio Vianna is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing and one year at Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and modeling techniques.

Robert Axelrod is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and trading activities.

Russell Bassett is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Ethan Grossman is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Grossman serves on the investment committee and finance committee for Miami Homes for All and holds roles with the Temple Beth Sholom and Rabbi Gary Glickstein Foundation. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and firm-approved methodologies.

Manuel Mendez is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.