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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.
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.
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.
Edgardo R
Series 66
Aventura, FL
Morgan Stanley
Edgardo Romero is a Series 66-licensed financial advisor with Morgan Stanley, based in Aventura, FL. He has one year of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Before entering financial services, he held positions at Wells Fargo Bank and was involved with Mercato Cinema LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and serves clients through both direct and corporate financial planning agreements.
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.
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.
Arnoldo M
Series 66, Series 63
Aventura, FL
Morgan Stanley
Arnoldo Marin Jr is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has been with 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 individual and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.
Leandra K
Series 63, Series 66
Aventura, FL
Morgan Stanley
Leandra Kol is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Morgan Stanley in 2021. Outside of her advisory work, she operates an online resale business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and various investment products with approximately $2.74 trillion in client assets under management.
Maria S
Aventura, FL
Morgan Stanley
Maria Strand is a financial advisor with Morgan Stanley in Aventura, FL, holding 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a 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 utilizes structured planning tools alongside firm-approved models to support client financial plans.
Douglas M
Series 63, Series 65
Aventura, FL
Morgan Stanley
Douglas Martin is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at Citigroup Global Markets since 1994 and Morgan Stanley Smith Barney since 2009. Outside his advisory work, he is a general partner of a family limited partnership focused on investments. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and structured discovery conversations.
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.
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.
Gabriel C
Series 63, Series 65
Aventura, FL
Morgan Stanley
Gabriel Ceballos is a financial advisor with Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at UBS Financial Services and HSBC in various roles. Outside of finance, he is a 50% shareholder in Cibola Partners, LLC, a management consulting firm focused on tourism and real estate development projects. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools without providing individual security recommendations as part of standalone plans.
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.
Natalia R
Series 66
Aventura, FL
Morgan Stanley
Natalia Rodriguez Sanchez is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
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.
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 licenses and bringing 14 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Morgan Stanley Wealth Management provides advisory programs to both 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 utilizes structured planning processes supported by the Global Investment Committee’s research tools.
Lawrence N
Series 63
Aventura, FL
Morgan Stanley
Lawrence Napp is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved tools to model financial outcomes.
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.
Eduardo S
Series 63, Series 66
Aventura, FL
Morgan Stanley
Eduardo Sarnow is a financial advisor with Morgan Stanley in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside his advisory role, he is a part-owner of Strong Light, LLC, which focuses on early education and marketing strategy, and he is involved in a business providing logistics and advisory services related to the acquisition of European citizenships. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides tailored plans through its Financial Advisors and Estate Planning Strategies Group.
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