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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.

General estate planning guidance
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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.

General estate planning guidance
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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 designations and bringing 34 years of industry experience. He previously worked at Credit Suisse Securities and Pershing LLC before joining Morgan Stanley in 2016. 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 its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Raul A

Series 63, Series 65

Miami, FL

Morgan Stanley

Raul Aguero is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he is a partner and officer at Aladria Holdings LLC, a real estate business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

General estate planning guidance
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Claudia C

Series 66

Miami, FL

Morgan Stanley

Claudia Cordova is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup Global Markets for 19 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 financial planning services through dedicated advisors and estate planning specialists.

General estate planning guidance
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Amram B

Series 63, Series 66

Miami, FL

Morgan Stanley

Amram Bengio is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Morgan Stanley since 2017, including time with Morgan Stanley Private Bank, and previously worked at JPMorgan Investment Management. Outside of finance, he is a partner in AlmaActivewear, a retail and online apparel business based in Florida. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Juan E

Series 63, Series 65

Miami, FL

Morgan Stanley

Juan Elwaw is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he owns Cocowave LLC, which holds a boat, and is involved in various real estate investment entities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients without providing individual security recommendations in their standalone planning services.

General estate planning guidance
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Matias L

Series 66

Miami, FL

Morgan Stanley

Matias Luna is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Florida State University and Absolute Digital from 2020 to 2023, as well as at Miami Dade College and Terra Environmental Research Institute. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Everardo V

Series 66

Miami, FL

Morgan Stanley

Everardo Vidaurri is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including six years at Morgan Stanley Private Bank, N.A. based in Miami, FL. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

General estate planning guidance
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Agnes B

Series 66

Miami, FL

Morgan Stanley

Agnes Brenson 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 since 2014 and also maintains a role with Master Bond Inc. since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 tools and modeling techniques as part of its financial planning process.

General estate planning guidance
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Michael F

Series 63, Series 65

Miami, FL

Morgan Stanley

Michael Fava is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2013. Outside of his advisory role, he is involved in a private real estate transaction through ownership in New Florida LLC. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

General estate planning guidance
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Daniel C

Series 63, Series 65

Miami, FL

Morgan Stanley

Daniel Corrales is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Public Ventures, LLC for three years. His background also includes roles at Crowley Liner Services de Nicaragua and academic positions at Universidad Americana and other institutions. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

General estate planning guidance
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Alyssa R

Series 66

Miami, FL

Morgan Stanley

Alyssa Rodriguez is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with five years of industry experience. She worked at Raymond James & Associates from 2020 to 2022 and at First Housing Development Corp. from 2016 to 2020 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 and methodologies to support its financial advisory process.

General estate planning guidance
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Orlando L

Series 66

Miami, FL

Morgan Stanley

Orlando Lescano is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley since 2014 and holds the Series 66 designation. Based in Miami, FL, he works within one of the largest wealth management firms globally. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

General estate planning guidance
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Ricardo G

Series 63, Series 65

Miami, FL

Morgan Stanley

Ricardo Gonzalez is a financial advisor at Morgan Stanley with 12 years of industry experience. He has worked at Morgan Stanley since 2021 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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.

General estate planning guidance
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Denise I

Series 66

Miami, FL

Morgan Stanley

Denise Iturrey is a financial advisor at Morgan Stanley in Miami, FL, with 24 years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial Services Inc and Morgan Stanley Smith Barney LLC. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing proprietary tools and market modeling.

General estate planning guidance
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Leonidas O

Series 63, Series 65

Miami, FL

Morgan Stanley

Leonidas Ortega Orus is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at BigSur Wealth Management LLC and Banco Santander before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

General estate planning guidance
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Nicole S

Series 66

Miami, FL

Morgan Stanley

Nicole Szomstein is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2021 and previously spent time at Brown Brothers Harriman and Northeastern University. 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, including tailored financial planning that incorporates proprietary tools and scenario modeling.

General estate planning guidance
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Marco R

Series 66

Miami, FL

Morgan Stanley

Marco Rivera Manrique is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked previously at Safra National Bank of New York and Bank Hapoalim. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

General estate planning guidance
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Daniele C

Series 66

Miami, FL

Morgan Stanley

Daniele Conci is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of two investment-related firms, Vela Ventures LLC and Dolomiti Enterprises LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm employs a structured financial planning process supported by tools such as Monte Carlo simulations and serves approximately $2.74 trillion in client assets.

General estate planning guidance
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