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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 at Morgan Stanley with 13 years of industry experience. He has worked at Morgan Stanley since 2017, including his current role at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory work, he is a partner in AlmaActivewear, a retail and online store based in Aventura, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and research.

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 with Morgan Stanley, holding a Series 66 designation and totaling 12 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, 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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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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Alyssa R

Series 66

Miami, FL

Morgan Stanley

Alyssa Rodriguez is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, First Housing Development Corp., and One-Step Lien Search, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis to support its clients' financial goals.

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 65, Series 63

Miami, FL

Morgan Stanley

Leonidas Ortega Orus is a financial advisor with Morgan Stanley in Miami, FL, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked at Morgan Stanley since 2021, including a year with Morgan Stanley Private Bank, and previously at BigSur Wealth Management LLC and Banco Santander. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

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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Karina P

Series 63, Series 65

Miami, FL

Morgan Stanley

Karina Pineda is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved with Tapestry of The Heart LLC, a retreat center for healing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured planning tools and extensive asset management.

General estate planning guidance
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Flavia S

Series 66

Miami, FL

Morgan Stanley

Flavia Saltao Ottaiano is a financial advisor with Morgan Stanley Wealth Management in Miami, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services, JP Morgan Securities LLC, and JPMorgan Chase Bank, NA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

General estate planning guidance
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Ricardo J

Series 63

Miami, FL

Morgan Stanley

Ricardo Jofre is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Citigroup Global Markets since 1995 and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee for a trust in Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a range of retail and institutional investment offerings.

General estate planning guidance
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Rodolfo A

Series 63, Series 66

Miami, FL

Morgan Stanley

Rodolfo Angeles is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 designations. He has one year of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

General estate planning guidance
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