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Juan C
Series 66
Miami, FL
Morgan Stanley
Juan Canas is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, LPL Financial, and several other firms. Prior to his advisory career, Canas had roles outside finance including work at Fleming’s Steakhouse and Premier Tees 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. The firm’s financial planning approach incorporates structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.
David L
Series 66
Miami, FL
Morgan Stanley
David Llanos is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and delivers a broad range of investment and financial services.
Juan Pablo G
Series 66
Miami, FL
Morgan Stanley
Juan Pablo Gutierrez Girault is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation. He has one year of industry experience with Morgan Stanley Private Bank and Morgan Stanley, following prior roles at Plaza Calzadas Santa Monica, Bank BBVA, Databranding, and Northridge and Universidad Panamericana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 provides investment services alongside other financial products and programs.
Nicole S
Series 63, Series 66
Miami, FL
Morgan Stanley
Nicole Schuery is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery and established planning tools.
Gustavo G
Series 66
Miami, FL
Morgan Stanley
Gustavo Gertzenstein is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 credential and bringing eight years of industry experience. Prior to joining Morgan Stanley, he worked at Citco Corporate Services Inc. from 2008 to 2016. Outside of finance, he is involved with LKG Architecture Corp., providing architectural services. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes firm‑approved tools and methodologies, focusing on advisory services without providing individual security recommendations as part of standalone plans.
Jean Phillippe G
Series 66
Miami, FL
Morgan Stanley
Jean Phillippe Garcy is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he assists in the structuring of the Raquel Pelissier Foundation, a nonprofit organization. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and integrates both retail and institutional services in its approach.
Johanna R
Series 66, Series 63, Series 65
Miami, FL
Morgan Stanley
Johanna Robledo is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Prior to joining Morgan Stanley in 2018, she worked at Forem Investments, LLC from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions 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 such as Monte Carlo simulations to support its services.
Christian U
Series 63, Series 65
Miami, FL
Morgan Stanley
Christian Urroz is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and Smart Credit. He also has experience with INCAE Business School and the Agencia Española de Cooperación Internacional para el Desarrollo. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis.
Hugo M
Series 63, Series 66
Miami, FL
Morgan Stanley
Hugo Mantilla is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, and Morgan Stanley Smith Barney LLC since 2009. Mantilla serves as a board member of the Florida International University Foundation, where he is involved in fundraising activities. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and models.
Raul L
Series 66
Miami, FL
Morgan Stanley
Raul Lacayo is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 license and possessing 17 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, Lacayo is involved with Mombacho Gold, a honey business in Nicaragua, where he serves as a registered agent. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques as part of its comprehensive wealth management services.
Melina P
Series 66
Miami, FL
Morgan Stanley
Melina Patatoukas is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 11 years of industry experience. She has been with Morgan Stanley since 2015. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.
Andrew S
Series 66, Series 63
Miami, FL
Morgan Stanley
Andrew Swanson is a financial advisor at Morgan Stanley in Miami, FL, with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in residential real estate with Coldwell Banker and ONE Sotheby's International Realty before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate sophisticated modeling techniques such as Monte Carlo simulations to assist in financial planning.
James E
Series 63, Series 65
Miami, FL
Morgan Stanley
James Enea is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. 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.
Lucia A
Series 66
Miami, FL
Morgan Stanley
Lucia Arriola is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. and UBS. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.
Andrea S
Series 63, Series 65
Miami, FL
Morgan Stanley
Andrea Steinacker is a financial advisor at Morgan Stanley with 41 years of industry experience. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Her credentials include 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 broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.
Jorge G
Series 66
Miami, FL
Morgan Stanley
Jorge Gouvea is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 11 years of industry experience. He previously worked at UBS AG from 2014 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021 and Morgan Stanley Private Bank, N.A. in 2022. 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 planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.
Roberto G
Series 66
Miami, FL
Morgan Stanley
Roberto Gamarra is a Series 66 licensed financial advisor with 23 years of industry experience, currently serving clients at Morgan Stanley in Miami, FL. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2017, and prior experience at Citigroup from 2010 to 2017. 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 emphasizes structured financial planning supported by approved tools and models, managing approximately $2.74 trillion in client assets.
Alexandre F
Series 66, Series 63
Miami, FL
Morgan Stanley
Alexandre Fernandez is a financial advisor at Morgan Stanley in Miami, FL, holding Series 66 and Series 63 licenses. He has less than one year of industry experience and previously worked in various roles including positions at University Credit Union and several educational institutions. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning using firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.
Gabriela O
Series 63, Series 66
Miami, FL
Morgan Stanley
Gabriela Orselli is a financial advisor at Morgan Stanley with 10 years of industry experience. She has held roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018, and previously worked at HSBC Bank USA, N.A. from 2015 to 2018. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process supported by firm-approved tools and methodologies.
Craig R
Series 63, Series 65
Miami, FL
Morgan Stanley
Craig Royes is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning conversations supported by firm-approved tools and investment modeling methods.
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