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Daicelys T
Series 66
Miami, FL
Morgan Stanley
Daicelys Tosca is a Series 66-credentialed advisor with Morgan Stanley in Miami, FL, beginning her career in financial services in 2024. Prior to joining Morgan Stanley, she worked in various roles across healthcare, media, retail, and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Alvaro A
Series 66
Miami, FL
Morgan Stanley
Alvaro Alvarez is a Series 66 licensed financial advisor with Morgan Stanley in Miami, FL, where he has worked since 2022. He has two years of industry experience and previously held positions at Florida International University and its Chapman Graduate School of Business. Morgan Stanley Wealth Management provides financial advisory and planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and investment models.
Tomas E
Series 66
Miami, FL
Morgan Stanley
Tomas Espinal is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with six years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Mariner Wealth Advisors, Mariva Capital Markets, Tory Burch, Barry University, J Crew, and Manhattan College. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.
Henry D
Series 66
Miami, FL
Morgan Stanley
Henry Danzig is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is employed at Island Brothers, a restaurant in Tavaneer, Florida. Morgan Stanley Wealth Management serves both individuals 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 planning process using firm-approved tools and market simulations.
Abigail D
Series 66
Miami, FL
Morgan Stanley
Abigail Davis is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and 10 years of industry experience. She previously worked at Merrill from 2015 to 2018 before joining Morgan Stanley and Morgan Stanley Private Bank, N.A. in 2018. Outside of her financial career, she works as a DJ at various music venues and events. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques and operates primarily in an advisory capacity.
Eric B
Series 66
Miami, FL
Morgan Stanley
Eric Brook is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. His work history includes several roles at Morgan Stanley since 2022 and prior experience as a student at the University of Florida and Gulliver Prep. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Christopher D
Series 66
Miami, FL
Morgan Stanley
Christopher Diaz is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at Wells Fargo Clearing and Randstad. He is a partner in an education-focused business, Diaz 4 LLC, located in Sunny Isles Beach, FL. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both 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 structured planning tools supported by its Global Investment Committee.
Diego D
Series 63, Series 65
Miami, FL
Morgan Stanley
Diego De Lope Friedeberg is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is the sole proprietor of Bachelor Investments LLC, a real estate investment venture based in Key Biscayne, FL. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Carlos R
Series 66
Miami, FL
Morgan Stanley
Carlos Rodriguez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and having 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014. Outside of his advisory role, he owns and operates RV Real Estate Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning groups.
Vinicius L
Series 66
Miami, FL
Morgan Stanley
Vinicius Lazarini is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 10 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, he operates a freelance photography business in Miami. Morgan Stanley Wealth Management offers a broad range of advisory programs for both individual and institutional clients, utilizing structured financial planning tools and multi-asset investment strategies, managing approximately $2.74 trillion in client assets.
Alexandra R
Series 63, Series 66
Miami, FL
Morgan Stanley
Alexandra Royer is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Morgan Stanley entities since 2017. Outside of her advisory role, she is a partner at Chip and Shatter LLC, involved in digital currency and investment-related activities. 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 structured planning tools and firm-approved processes in its financial advisory services.
Christian J
Series 66
Miami, FL
Morgan Stanley
Christian Jurado is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at Citibank NA for five years before joining Morgan Stanley in 2021. Jurado is based in Miami, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.
Anthony S
Series 66
Miami, FL
Morgan Stanley
Anthony Scotto is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan for two years before joining Morgan Stanley in 2018. Outside his advisory role, he is the owner of Treehouse Investors LLC, a healthcare-related business based in Staten Island, New York. 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 with a focus on tailored financial planning supported by advanced modeling tools and a broad suite of retail and institutional investment services.
Pablo H
Series 65, Series 63
Miami, FL
Morgan Stanley
Pablo Herrera is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at notable firms including J.P. Morgan Securities LLC and Skyforest Capital, LLC. Outside of his advisory role, he is involved in property management through a personal real estate venture in Miami, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.
Maria D
Series 66
Miami, FL
Morgan Stanley
Maria D'arce is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that 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 uses a structured financial planning process supported by firm-approved tools and modeling techniques.
Fulvio U
Series 63, Series 65
Miami, FL
Morgan Stanley
Fulvio Urbinati is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked at Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he manages BCC REACH LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and analytics.
Victoria C
Series 66
Miami, FL
Morgan Stanley
Victoria Cordovez Lara is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation. Prior to joining Morgan Stanley, her background includes roles at Motivating Minds and CSAA Insurance Group, as well as academic experience at the University of California, Berkeley. 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’s financial planning process uses structured discovery and firm-approved tools without providing individual security recommendations as part of standalone planning.
Maria P
Series 66
Miami, FL
Morgan Stanley
Maria Paredes is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Citibank Miami and Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved in a loan business based in Fort Lauderdale, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering financial planning supported by structured tools and models, with an asset base of approximately $2.74 trillion.
Susu C
Series 63, Series 65
Miami, FL
Morgan Stanley
Susu Cheung is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its private bank since 2018, following prior roles at UBS Financial Services and UBS International Inc. in Miami, Florida. 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 research. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of financial advisors and specialized planning groups.
Francisco M
Series 63, Series 66
Miami, FL
Morgan Stanley
Francisco Montes is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management serves 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 uses a structured planning process supported by proprietary tools and models.
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