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Andrew M
Series 63, Series 65
Aventura, FL
Morgan Stanley
Andrew Menachem is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.
Mariana B
Series 66
Aventura, FL
Morgan Stanley
Mariana Brichesi 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 Smith Barney LLC and Merrill prior to her current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.
Santiago A
Series 66
Aventura, FL
Morgan Stanley
Santiago Alonso is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley since 2015. Outside of his advisory role, Alonso is the sole proprietor of Elite Watch Gallery LLC, a wholesale and distribution business in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and advanced modeling tools and manages approximately $2.74 trillion in client assets.
Felix J
Series 66
Aventura, FL
Morgan Stanley
Felix Jaimovich is a financial advisor with Morgan Stanley in Aventura, FL, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he has a sole proprietorship in real estate managed by his wife. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and proprietary investment models, managing approximately $2.74 trillion in client assets.
Thomas Z
Series 63, Series 65
Aventura, FL
Morgan Stanley
Thomas Zur is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management offers advisory programs to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process involves structured discovery and firm-approved tools, serving clients through tailored strategies without providing individual security recommendations in standalone planning.
Jason A
Series 63, Series 66
Aventura, FL
Morgan Stanley
Jason Amato is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CitiGroup and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market modeling techniques.
Diego M
Series 66
Aventura, FL
Morgan Stanley
Diego Moscoso is a financial advisor with Morgan Stanley in Aventura, Florida, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.
Guido B
Series 63, Series 65
Aventura, FL
Morgan Stanley
Guido Bebchik is a financial advisor at Morgan Stanley in Aventura, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, utilizing structured financial planning tools and managing approximately $2.74 trillion in client assets. The firm provides personalized planning through its Financial Advisors and Estate Planning Strategies Group, with a focus on advisory services rather than direct security recommendations.
Geoffrey R
Series 63, Series 65
Aventura, FL
Morgan Stanley
Geoffrey Robbins is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He also serves as an instructor at the University of Miami. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.
Ana V
Series 63
Aventura, FL
Morgan Stanley
Ana Vergel Gandia Gordon is a financial advisor with Morgan Stanley in Aventura, Florida, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, as part of its advisory approach.
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