Romeu Costa is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, in addition to serving as an independent advisor since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering financial planning and estate strategies supported by quantitative modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through structured planning processes and a broad range of investment offerings.

Richard Comeau is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including 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.

Paola Eguizabal Cardenas is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Citibank, Hancock Bank, and Regions Bank. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Monica Mavignier is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Clearing, and AXA Advisors, LLC. She is based in Miami, FL. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques to deliver tailored financial plans, primarily acting in an advisory capacity.

Andres Herrera is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, Herrera is involved in several investment-related ventures across real estate, technology, and healthcare through The Herrera Capital Group. Morgan Stanley Wealth Management offers a range 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 planning process using firm-approved tools and leverages input from its Global Investment Committee to model financial outcomes.

Felix Paganelli is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at VectorGlobal WMG and academic appointments at Florida International University and Broward College, as well as a decade at Los Arcos. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

William Solorzano is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing and HSBC Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-developed tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Karla Marcano Caston is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Outside of finance, she is the proprietor of Healing TTouch LLC, where she works as an independent massage therapist. 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 and financial planning services supported by structured discovery processes and advanced modeling tools.

Diana Reeves is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, where she has worked since 2015, totaling 11 years of industry experience. She volunteers with the Voices for Children Foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

John Carvalho is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a decade at Jefferies & Company, Inc. He holds the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Luiz Franca is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at XP Investments and Credit Suisse. He is based in Miami, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured tools and modeling techniques.

Victoria Da Silva is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. She has two years of prior experience at Banco Santander and four years at Florida International University before joining Morgan Stanley in 2025. 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. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved tools in its planning approach.

Rosalba Estevez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, N.A. since 2026. Outside of her advisory work, she is the owner of rental properties in New Jersey and Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools to guide financial decisions, generally acting in an advisory capacity.

Ricardo Guimaraes is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory duties, he holds a 3% ownership interest in GENESISAGRO S.A., a farmland-related investment. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and utilizing market modeling techniques. The firm manages substantial client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Peter Collazo is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley since 2014 and is currently affiliated with Morgan Stanley Private Bank, N.A. in Miami, FL. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including 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 supported by advanced modeling tools.

Jose Trujillo is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at UBS Financial Services and Wells Fargo in various capacities. Outside of his advisory role, he is a member of multiple healthcare and elder care property management entities in Florida and is involved in a creative LLC based in Miami. Morgan Stanley Wealth Management offers advisory programs and customized financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools to develop tailored strategies.

Lawrence Lopez is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America Merrill Lynch before joining Morgan Stanley and Morgan Stanley Private Bank, N.A. in 2018. Morgan Stanley Wealth Management serves individual and institutional clients by 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 both direct and corporate financial planning services.

Sergio Mejia is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he operates a sole proprietorship related to real estate in Key Biscayne, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 modeling techniques.

Carlos Olea Zambrano is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides comprehensive financial planning and advisory services, managing approximately $2.74 trillion in client assets and using structured planning tools and proprietary investment modeling techniques.

Luis Miguel Reyes Pacheco is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and possessing 22 years of industry experience. He worked for Global Investor Services, LC from 2003 to 2024 before joining Morgan Stanley in 2024, and he currently serves with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.