Juan Isaza is a Series 66–licensed financial advisor with 16 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Miami, FL. 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 supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Oscar Gomez Castilla is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Chase Bank, J.P. Morgan Securities, and Banco Santander International. Outside of his advisory role, he is an owner and partner of a personal real estate holding company. 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 employs a structured financial planning process using firm‑approved tools and offers a broad range of investment services across retail and institutional markets.

Anna Abraham is a Series 66-licensed financial advisor with Morgan Stanley in Miami, FL, with seven years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2018 and is currently with Morgan Stanley Private Bank, N.A. since 2023. 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 structured financial planning processes supported by proprietary tools and modeling techniques.

Steven Levine is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Securities Company, First Republic Investment Management, and UBS Financial Services. Levine is based in Miami, FL. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize structured discovery and scenario modeling without offering individual security recommendations as part of standalone plans.

David Martinez is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at TradeStation Securities, Regions Bank, Boeing Distributions, and Florida International University. Outside of financial services, he is involved with All in Two Hands Corp, a construction and engineering business based in Hialeah Gardens, Florida. 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, managing approximately $2.74 trillion in client assets.

Priscila Querasian is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1999. Querasian holds Series 63 and Series 65 licenses. 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 employs structured planning tools to support its advisory services.

Patricia Alba is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as vice president of BEST IMPORT & EXPORT INC, a company involved in the import and export of kitchen and cooking instruments for restaurants and hotels. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved financial planning process supported by advanced modeling tools.

Becky Haya is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her financial advisory work, she teaches and practices meditation and Reiki. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and proprietary planning tools in its financial planning services.

Maria Mckenzie is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley 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 wide range of advisory programs with a focus on tailored financial planning using structured processes and firm-approved tools.

Kasey Carlson is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Carlson held positions at Florida Financial Advisors and Trinity Wealth Securities, LLC. Outside of finance, Carlson has experience working with Mo Bay Beignet Co. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Edouard Crepy is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with Morgan Stanley Private Bank, National Association, since 2015. Outside of his advisory work, he is a manager of DOU 69 LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and corporate financial planning agreements.

Giovanni Gorgatti is a financial advisor at Morgan Stanley in Miami, FL, holding the Series 66 designation with two years of industry experience. His prior roles include positions at Jefferies LLC, FitzRoy Investment Advisors, JPMorgan Chase, and FM Global. Before entering finance, he spent five years at the University of Florida and five years at Gulliver Schools. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Alexander Austin is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following roles at UBS Financial Services Inc and UBS AG. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety 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 offers services through direct and corporate financial planning agreements.

Angelina Visbal is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2022 before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and advanced tools, focusing on advisory services without providing individual security recommendations as part of standalone planning.

Carlos Mercadal is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and five years of industry experience. He has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2020, following a decade at Banco Santander. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including personalized financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various direct and corporate financial planning arrangements.

Francisco Carbajales is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and via corporate financial planning agreements.

Bernardo Acebal is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Jeannie Garcia is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market modeling techniques.

Rafael Cisternas is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Fernando Gallo Argerich is a financial advisor with Morgan Stanley, holding a Series 66 designation and 13 years of industry experience. He has worked at UBS Financial Services from 2014 to 2022 and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including 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 financial planning process supported by firm-approved tools and market scenario modeling.