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Chiang W
Series 63, Series 66
Coral Gables, FL
Morgan Stanley
Chiang Wu is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an officer for the Palm Bay Towers Board Association, which manages a residential property. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by in-house investment and modeling tools.
Gilberto C
Series 66
Coral Gables, FL
Morgan Stanley
Gilberto Castro is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Andrew L
Series 66
Coral Gables, FL
Morgan Stanley
Andrew Lask is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He has worked with Morgan Stanley since 2014 and has been with Morgan Stanley Private Bank, National Association since 2015. 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 emphasizes structured planning processes using firm-approved tools and modeling techniques.
Andres E
Series 66
Coral Gables, FL
Morgan Stanley
Andres Echeverri is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2016 and spent five years at Merrill prior to that. Outside of his advisory role, he is the sole proprietor of Phoenix Investments Group, LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and employer-sponsored financial planning.
Beatriz S
Series 66
Coral Gables, FL
Morgan Stanley
Beatriz Soler Balsinde is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and EFG Capital Asset Management. Outside of her advisory role, she owns a rental property in Doral, Florida. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.
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