Katherine Williams is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and two years of industry experience. Her career includes roles at Morgan Stanley since 2019, with a period dedicated to full-time education between 2012 and 2022. 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 supported by firm-approved tools and strategic modeling techniques.

Jacobo Tamayo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Santander Private Banking International and Sacyr USA, and has an academic background from the University of Miami and the American School of Madrid. He is also the founder of Subit Subleasing, Corp, a technology-related business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals 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 its services both directly and through employer agreements.

Alejandro Perez Bustamante 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 2013, including time at Morgan Stanley Private Bank, N.A. since 2015. 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Steven Gold is a financial advisor with Morgan Stanley Wealth Management in Miami, FL, holding a Series 66 license and bringing 26 years of industry experience. He previously spent 21 years at UBS Financial Services before joining Morgan Stanley in 2026. Gold serves as an officer on the board of the Zeta Beta Tau Foundation and has held board positions with the University of Miami School of Business Administration and the Greater Miami Jewish Federation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

Ricardo Avila is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 license and bringing 24 years of industry experience. He has worked previously at Santander Securities, LLC and Santander International Private Banking for 16 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of advising, he is a sole proprietor of a rental property business in Key Biscayne, Florida. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and the use of firm-approved tools such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jose Moreno is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Moreno serves on the advisory board of a nonprofit organization and is involved as an officer in an insurance-related business and a construction firm. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, employing modeling techniques such as Monte Carlo simulations, while offering a broad range of retail and institutional investment products.

Thomas Duggan is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2026 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christian Coronado is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Merrill for six years and Wells Fargo for three years before joining Morgan Stanley in 2025. 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. Their planning process uses firm-approved tools and analysis, focusing on advisory services without individual security recommendations as part of standalone plans.

Matias Fernandez Roger is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has professional experience spanning roles at NewDay USA and Real Time Managers, as well as involvement with Anta's Fitness and Self Defense Summer Camp. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Valentina Herrera Napolitano is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with eight years of industry experience. She has worked at Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Javier Jaramillo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves as a director of Magenta Limited Group, a real estate investment company, and is involved in several other investment and agricultural ventures in Colombia and Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Gina Rodriguez is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2010. Outside of her advisory role, she is a partner in Ochoa Investments LLC, a consulting business based in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs. The firm employs structured financial planning tools and offers a wide range of services including estate planning and corporate financial planning agreements.

Pedro Cantarelli is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at W.E. Family Offices LLC for one year and has experience in educational roles at Boston University and Carol Morgan School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Jenny De Leon is a Series 66-licensed financial advisor with Morgan Stanley, based in Miami, FL, and has four years of industry experience. Her prior roles include positions at Citigroup Global Markets, Credit Agricole Securities (USA) Inc., Credit Agricole Corporate and Investment Bank, and Santander Private Banking. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services, including relationships with investment companies and private funds.

Mauricio Quintero is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley, where he has held roles at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to that, he worked at Banco Santander International from 2012 to 2019. Outside of his advisory work, he is a partner in Manaju Investments LLC, a retail and online store business based in Miami. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning arrangements.

Patricio Gerscovich is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017, with prior experience at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he owns a clothing retail and ecommerce business, Industry of all Nations LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Victor Camara is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2013. Outside of his advisory role, he serves on the boards of several sea salt production and wholesale companies in Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers a broad range of retail and institutional investment solutions.

Gloria Aneiros is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Fernando Arguello is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley since 2019. Prior to that, he was with BAC Florida Bank and Nicamanos S.A. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing 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 planning process using firm-approved tools and modeling techniques.

Juan Celi is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2009, following his earlier tenure at Citigroup Global Markets beginning in 2005. Outside of his advisory work, he is involved in managing rental properties. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers both retail and institutional investment services.