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Vanessa J

Series 66

Aventura, FL

Morgan Stanley

Vanessa Jewett is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and five years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, she was involved with Volunteers of America and served at Nova Southeastern University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering 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 financial planning process using firm-approved tools and model-based outcome simulations.

General estate planning guidance
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Angela G

Series 63, Series 65

Aventura, FL

Morgan Stanley

Angela Gomez is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at UBS, New York Life Insurance Company, and Eagle Strategies. 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 planning process utilizes structured discovery and modeling tools but generally acts in an advisory capacity without providing individual security recommendations through standalone planning.

General estate planning guidance
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Robert V

Series 63, Series 65

Aventura, FL

Morgan Stanley

Robert Van Esso is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Edgardo R

Series 66

Aventura, FL

Morgan Stanley

Edgardo Romero is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Bank. He also has experience outside finance, having worked briefly with Mercato Cinema LLC and KFC Restaurant. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs focused on tailored financial planning. The firm employs a structured planning process using proprietary tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Drew P

Series 63, Series 65

Aventura, FL

Morgan Stanley

Drew Pickard is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Janney Montgomery Scott for 18 years before joining Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. in 2023. Morgan Stanley Wealth Management 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 global investment research.

General estate planning guidance
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Pilar M

Series 66

Aventura, FL

Morgan Stanley

Pilar Molinares is a financial advisor at Morgan Stanley in Aventura, FL, holding a Series 66 designation with 10 years of industry experience. She worked at UBS from 2014 to 2023 before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a variety of investment offerings.

General estate planning guidance
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Arnoldo M

Series 63, Series 66

Aventura, FL

Morgan Stanley

Arnoldo Marin Jr is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. 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 financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by tools such as Secular Return Estimates and Monte Carlo simulations.

General estate planning guidance
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Leandra K

Series 63, Series 66

Aventura, FL

Morgan Stanley

Leandra Kol is a financial advisor at Morgan Stanley in Aventura, FL, with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Merrill. Outside of her advisory work, she operates an online resale business. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs with a focus on tailored financial planning supported by firm-approved tools and investment committee insights.

General estate planning guidance
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Maria S

Aventura, FL

Morgan Stanley

Maria Strand is a financial advisor with Morgan Stanley in Aventura, FL, holding 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 15 years with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process centered on structured discovery and firm-approved tools.

General estate planning guidance
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Douglas M

Series 63, Series 65

Aventura, FL

Morgan Stanley

Douglas Martin is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2009. Prior to that, he worked at Citigroup Global Markets for 15 years. Outside of his advisory role, he is a general partner in a family limited partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

General estate planning guidance
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Jamilet R

Series 63, Series 66

Aventura, FL

Morgan Stanley

Jamilet Reynoso is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Victor P

Series 63

Aventura, FL

Morgan Stanley

Victor Peach is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 63 designation and 29 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering 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 financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Gabriel C

Series 63, Series 65

Aventura, FL

Morgan Stanley

Gabriel Ceballos is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and HSBC Private Bank International. Outside of advising, he is a 50% shareholder in Cibola Partners, LLC, a management consulting business related to tourism and real estate development in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Tenay J

Series 66

Aventura, FL

Morgan Stanley

Tenay Jackson is a Series 66 licensed financial advisor with Morgan Stanley in Aventura, FL, and has three years of industry experience. Before joining Morgan Stanley Smith Barney LLC, Tenay worked at Comcast for five years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both individual plans and corporate financial planning agreements.

General estate planning guidance
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Natalia R

Series 66

Aventura, FL

Morgan Stanley

Natalia Rodriguez Sanchez is a financial advisor at Morgan Stanley with ten years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2019, previously working at Wells Fargo Clearing from 2016 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and serves approximately $2.74 trillion in client assets.

General estate planning guidance
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Olga K

Series 63, Series 66

Aventura, FL

Morgan Stanley

Olga Khaitova is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of her advisory work, she is a partner and manager at Snooks "R" Us in Hallandale Beach, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and comprehensive asset management. The firm manages approximately $2.74 trillion in client assets and combines personalized planning with a broad suite of retail and institutional investment services.

General estate planning guidance
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Lydia F

Series 63, Series 66

Aventura, FL

Morgan Stanley

Lydia Ferrer is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

General estate planning guidance
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Lawrence N

Series 63

Aventura, FL

Morgan Stanley

Lawrence Napp is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at several notable firms, including Wells Fargo Clearing, Merrill, and Prudential Equity Group. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers financial planning primarily in an advisory capacity.

General estate planning guidance
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Alfredo P

Series 63, Series 66

Aventura, FL

Morgan Stanley

Alfredo Pupkin is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market-based modeling techniques.

General estate planning guidance
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Eduardo S

Series 63, Series 66

Aventura, FL

Morgan Stanley

Eduardo Sarnow is a financial advisor at Morgan Stanley in Aventura, FL, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he is a part owner of STRONG LIGHT, LLC, a company involved in early education and marketing strategy, as well as a partner in a business focused on logistics and advisory services related to European citizenship acquisitions. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, delivering tailored plans without providing individual security recommendations in standalone programs.

General estate planning guidance
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