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Douglas R

Series 66

Miami, FL

Morgan Stanley

Douglas Reddel Bianco is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has been with Morgan Stanley since 2025 and has prior experience at firms including PricewaterhouseCoopers and BairesDev. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market-return models in its advisory process.

General estate planning guidance
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Bruno M

Series 66

Miami, FL

Morgan Stanley

Bruno Monteiro is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience working at several educational institutions and in sales and trading roles. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

General estate planning guidance
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Kevin M

Series 63, Series 65

Miami, FL

Morgan Stanley

Kevin Mccarty is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 1990. 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, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Mauricio S

Series 66

Miami, FL

Morgan Stanley

Mauricio Sanchez is a Series 66-credentialed financial advisor with 35 years of industry experience, currently with Morgan Stanley in Miami, FL since 2021. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing, serving in advisory roles from 2013 to 2021. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-linked financial planning services.

General estate planning guidance
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Zonelis C

Series 66

Miami, FL

Morgan Stanley

Zonelis Cabrera is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Citibank and has additional experience across various sectors including retail and education. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both individual and corporate financial planning agreements.

General estate planning guidance
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Adam C

Series 66

Miami, FL

Morgan Stanley

Adam Crown is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Andres B

Series 63, Series 65

Miami, FL

Morgan Stanley

Andres Bacal is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Metric Solutions and Kaseya. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering financial planning services that utilize structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

General estate planning guidance
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Yeimi M

Series 66

Miami, FL

Morgan Stanley

Yeimi Marfil is a financial advisor at Morgan Stanley with 11 years of industry experience. She has been with Morgan Stanley since 2016 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that incorporates firm-approved tools and market outlook models.

General estate planning guidance
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Juliano B

Series 63, Series 65

Miami, FL

Morgan Stanley

Juliano Barros is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Morgan Stanley and its Private Bank N.A. division since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 serves clients through both direct and employer-based financial planning arrangements.

General estate planning guidance
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Stephen C

Series 63, Series 66

Miami, FL

Morgan Stanley

Stephen Castano is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Morgan Stanley since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2015 to 2022. 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 employs a structured planning process using tools such as Monte Carlo simulations and Global Investment Committee estimates.

General estate planning guidance
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Santiago G

Series 66

Miami, FL

Morgan Stanley

Santiago Gomez is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

General estate planning guidance
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Alan S

Series 63, Series 66

Miami, FL

Morgan Stanley

Alan Shlesinger is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he is involved in business activities including ownership of Adesa GPS LLC and partnership in Thirsty Birds LLC, a manufacturing company in Miami. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm emphasizes structured planning tools and advisory services without providing individual security recommendations as part of its standalone financial planning.

General estate planning guidance
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Paulo D

Series 66

Miami, FL

Morgan Stanley

Paulo Dequech Filho is a financial advisor at Morgan Stanley with a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Banco do Brasil Miami Branch for five years and at OM Systems Trading LLC for one year. 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 planning process incorporates structured discovery conversations and firm-approved tools, offering plans that include market modeling techniques but require clients to implement and update their strategies.

General estate planning guidance
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Christian H

Series 66

Miami, FL

Morgan Stanley

Christian Horcel is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2014. Based in Miami, FL, his career at the firm spans over a decade. 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, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Matias D

Series 66

Miami, FL

Morgan Stanley

Matias De La Puente is a financial advisor with Morgan Stanley in Miami, FL. He holds a Series 66 license and has four years of industry experience. Prior to his current role, his background includes work with the Florida Education Practices Commission and involvement at Hilaman Golf Course. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and proprietary tools, with an emphasis on advisory services rather than individual security recommendations.

General estate planning guidance
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Judith O

Series 66

Miami, FL

Morgan Stanley

Judith Otero is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Bulltick LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Scarlett A

Series 66

Miami, FL

Morgan Stanley

Scarlett Alfonzo 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 2016. Outside of her advisory role, she is a manager and member of Giglio Realty Partners LLC, an investment vehicle she operates with her husband. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a wide range of advisory programs, including 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 both directly and through corporate financial planning agreements.

General estate planning guidance
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Cedric A

Series 63, Series 65

Miami, FL

Morgan Stanley

Cedric Alexander is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He is based in Miami, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Marion T

Series 66

Miami, FL

Morgan Stanley

Marion Tettke is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2013, including work at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management provides a range of 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 employs a structured planning process using firm-approved tools and modeling techniques.

General estate planning guidance
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Gabriel F

Series 65, Series 63

Miami, FL

Morgan Stanley

Gabriel Flores Ruiz is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. Prior to that, he was employed at UBS Financial Services and Popular Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and modeling tools, and its services cover a broad range of retail and institutional offerings.

General estate planning guidance
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