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Gustavo K

Series 63, Series 66

Miami, FL

Morgan Stanley

Gustavo Klimberg is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association 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 financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and methodologies, offering clients advisory services alongside broader investment and trading capabilities.

General estate planning guidance
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Louis M

Series 66

Miami, FL

Morgan Stanley

Louis Moya Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Moya also has experience at Florida International University. Morgan Stanley Wealth Management provides advisory and wealth management services to both individual and institutional clients, employing a structured financial planning process supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs and planning strategies.

General estate planning guidance
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Dinorah M

Series 63

Miami, FL

Morgan Stanley

Dinorah Montaner is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1993. 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 and estate planning strategies. 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.

General estate planning guidance
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Carmen L

Series 63, Series 65

Miami, FL

Morgan Stanley

Carmen Lugo is a financial advisor at Morgan Stanley with 33 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Robert G

Series 66

Miami, FL

Morgan Stanley

Robert Gonzalez is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, with 21 years of industry experience. He has been with Morgan Stanley since 2015. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services including investment advisory, estate planning, and corporate financial planning agreements.

General estate planning guidance
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Alexis A

Series 66, Series 63

Miami, FL

Morgan Stanley

Alexis Abreu is a financial advisor with Morgan Stanley in Miami, FL, holding Series 66 and Series 63 licenses. He has two years of industry experience and previously worked at E*Trade Securities and operated a restaurant business for six years. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process and a variety of tools to support tailored financial plans.

General estate planning guidance
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Bailey S

Series 66

Miami, FL

Morgan Stanley

Bailey Sheimo is a financial advisor at Morgan Stanley with five years of industry experience. Prior to joining Morgan Stanley in 2021, Bailey held roles at PricewaterhouseCoopers LLP and Haver Analytics. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing structured financial planning supported by firm-approved tools and comprehensive investment insights.

General estate planning guidance
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Alexandra A

Series 66

Miami, FL

Morgan Stanley

Alexandra Alfonzo Irigoyen is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was involved in entrepreneurial ventures, including Avay's Designs by Alexandra Alfonzo from 2014 to 2018. 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 and financial planning services supported by structured planning tools and investment modeling.

General estate planning guidance
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Mauricio W

Series 66

Miami, FL

Morgan Stanley

Mauricio Woodbridge is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and four years of industry experience. He previously worked at EFG Capital International Corp and ACAMS, and spent five years at Florida International University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. 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.

General estate planning guidance
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Rocio C

Series 66, Series 63

Miami, FL

Morgan Stanley

Rocio Castillo is a financial advisor at Morgan Stanley with two years of industry experience. She has previously worked at Citigroup, Family First Life, Wells Fargo, American Bancshares, and HSBC Bank. Outside of her financial services career, she operates an online retail shop on Etsy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Humberto R

Series 66

Miami, FL

Morgan Stanley

Humberto Ramirez La Rosa is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Banesco USA and worked in education and self-employment. 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 and tailored financial planning supported by structured discovery processes and firm-approved tools.

General estate planning guidance
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Isabel S

Series 63, Series 66

Miami, FL

Morgan Stanley

Isabel Santo Tomas is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. She serves as treasurer and board member of the Careyes Foundation, overseeing the organization’s financial reporting and management. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning and investment services supported by firm-approved tools and methodologies.

General estate planning guidance
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Mauricio D

Series 63, Series 65

Miami, FL

Morgan Stanley

Mauricio Diez is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. 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, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and economic modeling techniques.

General estate planning guidance
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Yamila H

Series 66

Miami, FL

Morgan Stanley

Yamila Hernandez Parra is a Series 66-licensed financial advisor at Morgan Stanley with 13 years of industry experience. She worked at Citigroup Global Markets from 2016 to 2021 before joining Morgan Stanley, where she has been since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that relies on firm-approved tools and scenario modeling.

General estate planning guidance
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Jorge L

Series 66

Miami, FL

Morgan Stanley

Jorge Lage is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has prior experience with Phaxis LLC, Bank of America Corporation, Wells Fargo Bank, N.A., and DM Lakes Corporation. His industry experience spans over a decade across various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using firm-approved tools and serves clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Gerardo B

Series 66

Miami, FL

Morgan Stanley

Gerardo Brignone Allende is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously worked at Santander Private Banking from 2011 to 2019. Outside of his advisory role, he also owns a real estate business in Coral Gables, Florida. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

General estate planning guidance
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Patricia P

Series 63

Miami, FL

Morgan Stanley

Patricia Parkinson is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 63 designation and more than 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. 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 customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Alejandro S

Series 66

Miami, FL

Morgan Stanley

Alejandro Savastano is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at UBS Financial Services for six years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2018. 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 services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market models.

General estate planning guidance
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Juan D

Series 66

Miami, FL

Morgan Stanley

Juan Dibildox is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Based in Miami, FL, his career is focused within the Morgan Stanley ecosystem. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Karina N

Series 63, Series 65

Miami, FL

Morgan Stanley

Karina Napiarkorvski is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 investment models in its financial planning process.

General estate planning guidance
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