Jason Goldstrich is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 credential and 12 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole owner of a Florida-based investment LLC, State of the World, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings.

Yasmany Baldriche is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, SunTrust Bank, and Firstbank FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Aldo Busot is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses with 51 years of industry experience. His career includes long tenures at UBS Financial Services and Morgan Stanley Smith Barney, and he currently serves as Vice President and Secretary of Angela Court Inc., a real estate business. He is also Chairman of the board and investment committee for the Dr. John T MacDonald Foundation, a private charitable foundation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and combines comprehensive planning services with access to diverse investment products and institutional resources.

Esperanza Ponce is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Truist Bank and Wells Fargo Clearing. Outside of her advisory role, she manages a rental property business in Miami. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including 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.

Amelia Balonek is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 17 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Balonek serves on the Finance Committee of The Cushman School, a private school in Miami. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that does not provide individual security recommendations as part of standalone plans.

William Krauss is a financial advisor at Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as an earlier tenure at Morgan Stanley. He serves as a board member for both The Alliance for Florida's National Parks and KIPP MIAMI, nonprofit organizations focused on environmental and educational initiatives. Morgan Stanley Wealth Management offers a broad range of advisory programs to 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 provides services through both direct client and corporate financial planning agreements.

Roxana Machado is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs focused on tailored financial planning, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and approved planning tools to support clients’ financial goals.

Delia Fung Lin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at Santander Private Banking International for five years. Lin is also involved with Monokk LLC, a property management business based in Miami. 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. The firm’s approach centers on structured discovery and firm-approved planning tools, serving clients through both direct relationships and corporate financial planning agreements.

Luisa Baker is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked within various Morgan Stanley divisions since 2018. Outside of her advisory role, she is involved in business development for a healthcare-related company in Miami. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by advanced modeling tools and a broad range of investment programs.

Gladys Dowd is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a trustee and holds power of attorney responsibilities for trusts in Miami Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

Eduardo Ortea is a financial advisor with Morgan Stanley in Coral Gables, FL, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is also active as a photographer. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Christina Cordeiro Guerra Livas is a financial advisor with Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Bradesco Global Advisor, Bradesco Investments Inc., Bradesco Bank, and Credit Agricole Corporate and Investment Bank. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Karen Mendez is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients, offering 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 outlook models.

Nicolas Jimenez is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 designation with seven years of industry experience. His career includes roles at Wells Fargo Clearing Services and Insigneo Advisory Services, as well as a period of self-employment prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Lilia Vesterlund is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2016. 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 firm-approved planning tools.

Harrison Fritz is a financial advisor at Morgan Stanley in Coral Gables, FL, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Brittany Knowles is a financial advisor at Morgan Stanley in Coral Gables, FL, with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and the University of Miami. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, relying on modeling techniques like Monte Carlo simulations without providing individual security recommendations as part of standalone plans.

Antoni Fernandez is a financial advisor at Morgan Stanley in Coral Gables, FL, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Morgan Stanley since 2014 and also works with Morgan Stanley Private Bank, N.A. since 2019. Outside of his advisory role, he is a partner in a real estate investment business. Morgan Stanley Wealth Management is a large SEC-registered advisor and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning utilizing structured discovery and advanced modeling tools, serving a broad client base with a focus on advisory services.

Michael Truong is a CFA® charterholder with 16 years of experience in the financial services industry. He has worked at Morgan Stanley since 2019 and previously held positions with J.P. Morgan Chase Bank and J.P. Morgan Securities. He is based 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market outlook models.

Luciano Gani is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bradesco Bank, Bradesco Global Advisors Inc., and UBS AG. His background includes roles at both international and U.S.-based financial institutions. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.