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Jacob F
Series 66
Miami, FL
Morgan Stanley
Jacob Ferrari is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has a varied background including positions at Fabletics and Oli's Fashion Cuisine, as well as experience in small business operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and utilize structured discovery processes and proprietary planning tools.
Henrique R
Series 66
Miami, FL
Morgan Stanley
Henrique Rodrigues Pinheiro Silva is a financial advisor at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Safra National Bank of NY. Silva holds the Series 66 designation. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.
Rodolfo G
Series 66
Miami, FL
Morgan Stanley
Rodolfo Garza Fernandez is a Series 66-credentialed financial advisor with 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and was previously with Citigroup Global Markets from 2006 to 2017. He is based in Miami, FL. He is affiliated with Morgan Stanley Wealth Management, 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 that utilize structured discovery and firm-approved planning tools.
Julia D
Series 66
Miami, FL
Morgan Stanley
Julia Diamante Azevedo is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Bradesco Bank and Brasil Capital. 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 utilizes structured planning processes supported by firm-approved tools and models.
Carlos U
Series 63, Series 65, Series 66
Miami, FL
Morgan Stanley
Carlos Uscategui is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63, 65, and 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.
Ricardo R
Series 66
Miami, FL
Morgan Stanley
Ricardo Rojas is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 credential with 17 years of industry experience. He worked at EFG Capital from 2006 to 2017 before joining Morgan Stanley in 2018. Rojas is also involved in real estate investment as a landlord through his own entities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by advanced modeling tools and a structured discovery process.
Richard E
Series 66
Miami, FL
Morgan Stanley
Richard Earle is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and 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. The firm offers a wide range of advisory programs and financial planning services that incorporate firm-approved tools and models, managing approximately $2.74 trillion in client assets.
Beatrice C
Series 63, Series 65
Miami, FL
Morgan Stanley
Beatrice Cueto is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and offering 27 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory work, she is a director of Gaviota del Cayo LLC, an investment-related limited liability company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 planning tools and broad investment strategies in its services.
Angely A
Series 65, Series 63
Miami, FL
Morgan Stanley
Angely Anuel is a financial advisor at Morgan Stanley in Miami, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at Cgis Securities LLC, 777 Partners LLC, and held various roles in industries including wellness and hospitality. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning, utilizing firm-approved tools and a structured discovery process to develop customized plans.
Ayman H
Series 63, Series 65
Miami, FL
Morgan Stanley
Ayman Hanna is a financial advisor at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in real estate activities as an owner of investment properties in Florida. Morgan Stanley Wealth Management serves 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 provides planning services that utilize firm-approved tools and market modeling techniques.
Gabriela L
Series 66
Miami, FL
Morgan Stanley
Gabriela Lopez De Haro is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and advanced modeling tools.
Camila C
Series 66, Series 63
Miami, FL
Morgan Stanley
Camila Carvalho Queiroz is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Citigroup and Banco do Brasil. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 delivers services both directly and through corporate financial planning agreements.
Gabriel B
Series 66
Miami, FL
Morgan Stanley
Gabriel Brito is a Series 66-licensed financial advisor with Morgan Stanley in Miami, Florida, where he has worked since 2016. He has 11 years of industry experience. 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 and financial planning services supported by structured discovery and firm-approved tools.
Federico H
Series 65, Series 63
Miami, FL
Morgan Stanley
Federico Holguin is a financial advisor with Morgan Stanley in Miami, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His prior positions include roles at Tp Icap Global Markets Americas LLC and Publicis Sapient, as well as academic experience at Loyola Marymount University and Colegio Bolivar. 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 planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory support rather than individual security recommendations.
Karem S
Series 66
Miami, FL
Morgan Stanley
Karem Sureda is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and seven years of industry experience. Before joining Morgan Stanley in 2018, he worked at Northern Trust Company from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 utilizes structured planning processes incorporating tools like Monte Carlo simulations to model financial outcomes.
Ericson D
Series 66
Miami, FL
Morgan Stanley
Ericson Dos Reis is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and MORGAN STANLEY SMITH BARNEY llc since 2021. Prior to that, he was employed at Wells Fargo Clearing, Wells Fargo Advisors, Baccf, Itau Europa Securities, Inc., and Banco Itau Europa International. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs 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 structured planning tools and models to support client goals.
Paola C
Series 66
Miami, FL
Morgan Stanley
Paola Camara is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously attended Georgetown University and Carrollton School of the Sacred Heart. 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 that utilize structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.
Melissa G
Series 66
Miami, FL
Morgan Stanley
Melissa Gonzalez is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.
Brandon W
Series 66
Miami, FL
Morgan Stanley
Brandon Wabnik is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank. His background includes positions at Florida International University, Unicorn Strategic Partners, Robeco, and the University of Miami. Morgan Stanley Wealth Management serves 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 employs a structured planning process supported by advanced modeling tools.
Amanda D
Series 66
Miami, FL
Morgan Stanley
Amanda Diaz Soltero is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory work, she is the owner of a rental property business in Puerto Rico. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.
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