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 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 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 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.

Juan Isaza is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Juan has been with Morgan Stanley Smith Barney since 2018. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

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 previously worked at J.P. Morgan Chase Bank and Banco Santander International. Outside of his advisory role, he is an owner and partner of a real estate holding company. 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 financial planning process involves structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Anna Abraham is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, BAC Florida Bank, Bank of America, and Santander Bank. 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, including tailored financial planning supported by firm‑approved tools and investment 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 two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at TradeStation Securities, Regions Bank, Boeing Distributions, and held roles at Florida International University and Miami Dade College. Outside of his advisory work, Martinez is involved with All in Two Hands Corp, a construction and engineering business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of offerings, including corporate financial planning agreements and various investment products.

Priscila Querasian is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following a decade at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual 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 utilizes a structured planning process supported by firm-approved tools and modeling techniques.

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 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of her advisory role, she teaches and practices meditation and Reiki in Miami. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools to guide clients, while offering a broad range of investment and financial products.

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 in Miami, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining Morgan Stanley in 2022, with a brief period of unemployment in 2022. 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 that include tailored financial planning supported by firm-approved tools and methodologies.

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 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, and prior experience at Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm’s financial planning approach uses structured discovery and proprietary tools, serving clients through both direct and employer-based agreements.