Ingrid Veras is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she provides behavior therapy to children with autism through a nonprofit organization. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Adam Carlin is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the boards of the New World Symphony, the University of Miami Board of Trustees, and Dolphins Challenge Cancer, engaging in activities related to fundraising, business development, and finance. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and offering access to various investment and estate planning strategies.

Andres Ayala Gonzalez is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process that uses structured discovery and advanced modeling tools.

William Valdes is a financial advisor at Morgan Stanley with 14 years of industry experience. He has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 designations. 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 its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Mitchell Lamchick is a CFP® with 13 years of industry experience. He currently works at Morgan Stanley in Coral Gables, FL, having joined the firm after a 13-year tenure at Raymond James & Associates Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Francisco Fernandez is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following an eight-year tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through dedicated financial advisors and specialized estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

Gregory Phelan is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Bank and Guaranteed Rate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Oti Roberts is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Morgan Stanley, Roberts worked at Deutsche Bank Securities Inc. and Merrill, among other firms. Roberts serves as a board member of the Phillip and Patricia Frost Museum of Science in Miami, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and a variety of investment programs backed by comprehensive firm resources.

Eduardo Carreno is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016, based in Coral Gables, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through direct relationships and Corporate Financial Planning agreements.

Sabine Scholz is a financial advisor at Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved tools.

Gabriel Patrich is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 license and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Banco Santander International. Outside of his advisory work, he is involved as a partner and director in Trilumina Investments LLC, an investment company holding financial assets within Morgan Stanley. Morgan Stanley Wealth Management is a large firm serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm employs a structured planning process using firm-approved tools and offers a diverse set of investment and financial services.

Maria Frank is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 credential with 13 years of industry experience. She has been with Morgan Stanley since 2012. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services through Financial Advisors and the Estate Planning Strategies Group.

Charles Schifano is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016, currently serving at Morgan Stanley Private Bank, N.A. in Coral Gables, FL. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Brett Cohen is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

Sheily Distrubell is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience, including eight years at Citibank prior to joining Morgan Stanley. She is based in Coral Gables, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling methods.

Freddy Menjivar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Deutsche Bank affiliates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses in its advisory process.

Alina Leganoa is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions 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 various advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Justin Smith is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC since 2022 and has prior experience in both financial and pharmaceutical sectors. Outside of advising, he is the sole proprietor and officer of BridgePass Inc., a technology company based in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Laureano Bello is a financial advisor at Morgan Stanley with six years of industry experience. He has held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously worked at Wells Fargo Clearing and Banco Santander International. Bello is the owner of LULESKU LLC, a personal holding company established to manage his investment accounts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and investment management. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Marisol Cordova is a financial advisor with Morgan Stanley in Coral Gables, FL, holding the Series 63 and Series 65 credentials and bringing 16 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she owns and operates a jewelry business called Marisol's Collection. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm employs structured planning tools and provides services through Financial Advisors and specialized groups while managing approximately $2.74 trillion in client assets.