Silvana Roncal is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2013. Outside of her advisory role, she serves as an elections committeewoman for the Miami-Dade Democratic Hispanic Caucus, focusing on outreach to Spanish-speaking voters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 firm-approved tools and market-based modeling techniques.

Vondalyn Lidie is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked in various roles outside the financial sector, including positions in the food service industry. 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 uses structured planning tools and modeling techniques as part of its financial planning process.

Antonio Olmedo is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Banco Santander International for five years. He is also the sole proprietor of A & OLmedo Gestores de Patrimonio SL, an investment-related business based in Spain focused on real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and processes.

Ligia Chan is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and HSBC Securities (USA) Inc. before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, specializing in tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Adriana De Macedo Soares is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at UBS Financial Services, Banco do Brasil Securities, XP Securities, Western Union, and Bank of America. Outside of financial advising, she is involved in the restaurant and entertainment industry as a proprietor of Granata and Otalvaro LLC dba Pizza Lovers and pursues musical performances through Adriana Soares Music. 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 methodologies.

Elizabeth Perez is a financial advisor at Morgan Stanley in Miami, FL, with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Morgan Stanley since 2016. Outside of her advisory role, she serves as a director of Cmigos Plumbing LLC, a construction-related business in Miami. 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 is based on structured discovery and firm-approved tools, supporting a variety of investment and advisory offerings.

Dario Occelli Junior is a financial advisor at Morgan Stanley based in Miami, FL, holding a Series 66 designation. He has held positions at JPMorgan Chase, Louis Vuitton, and Armani Exchange prior to joining Morgan Stanley in 2024. Occelli’s background includes experience across financial services and luxury brand sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Diego Obando is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. 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 emphasizes structured discovery and firm-approved planning tools, offering tailored plans while generally acting in an advisory capacity.

Conner Vernon is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2018, following his tenure at Fortune International Realty. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services through both direct and corporate agreements.

Nicole Ochoa is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, Wells Fargo Clearing, HSBC Bank, and Florida International University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment services alongside estate planning and corporate financial planning agreements.

Danisbel Conesa is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for eleven years before joining Morgan Stanley Smith Barney LLC. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s return estimates and Monte Carlo simulations.

Flavio Sugiyama is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS AG from 2015 to 2021 before joining Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals 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 employs a structured planning process that includes firm-approved tools and scenario modeling.

Diana Antonini is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017, and previously held roles at Safra Securities LLC and Safra National Bank of New York from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Andres Martinez Fernandez is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Bucher & Christian Consulting Inc. prior to joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning using structured discovery methods and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Netterwald is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and previously worked at UBS Financial Services for seven years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, combining structured planning tools with advisory services.

Cesar Vera is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at The Blackstone Group and J.P. Morgan Chase Bank. 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 supported by structured tools and modeling techniques.

Carlos Candia is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and HSBC Bank USA. Since 2021, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process with firm-approved tools and offers a range of investment and advisory services through its broad retail and institutional platform.

Alvaro Uribe is a Series 66-registered financial advisor with Morgan Stanley in Miami, FL, bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved in real estate investment through ownership of several LLCs focused on property rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support financial strategies.

Xavier Santos is a financial advisor at Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses with 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Deutsche Bank Trust Company Americas, and Deutsche Bank Securities Inc. Outside of finance, he spent time with EXTENDED Travel from 2015 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services supported by its Global Investment Committee’s return estimates and simulation models.

Jose Gonzalez is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gonzalez is based in Miami, FL. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.