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Jose G
Series 66
Miami, FL
Morgan Stanley
Jose Gonzalez is a Series 66-registered financial advisor with Morgan Stanley, based in Miami, FL, and has 14 years of industry experience. He previously worked at Wells Fargo Clearing for six years before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes proprietary planning tools and market models as part of its structured financial planning process.
Antonella Q
Series 66
Miami, FL
Morgan Stanley
Antonella Quiroga is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has previously worked at Bolton Global Asset Management, Merrill Lynch, and Manny Iriarte Enterprises. Quiroga also spent nine years at Miami Dade College. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning tools to support its clients.
Pedro M
Series 66
Miami, FL
Morgan Stanley
Pedro Marquard is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and three years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, along with prior positions in academia at Chapman University and Whittier College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling techniques.
Kierstyn A
Series 66
Miami, FL
Morgan Stanley
Kierstyn Abreu is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Abreu was employed at UBS Financial Services Inc. for two years. Outside the financial industry, Abreu has experience working in the food and beverage sector and education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.
Ana G
Series 66
Miami, FL
Morgan Stanley
Ana Gernhardt Diaz is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 24 years of industry experience. She has previously worked at UBS Financial Services, UBS International Inc., and Paine Webber Inc. since 1999. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.
Juan Patricio C
Series 66
Miami, FL
Morgan Stanley
Juan Patricio Conway is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and bringing 23 years of industry experience. His career includes ten years at Citigroup Global Markets and over nine years with Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of finance, he is involved in the arts sector as a director of art and culture organizations and a partner in a framing gallery. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery and planning tools as part of its advisory process.
Benton C
Series 66
Miami, FL
Morgan Stanley
Benton Christian is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015, as well as Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning facilitated through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings.
Antonio C
Series 66
Miami, FL
Morgan Stanley
Antonio Cairrao is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing from 2016 to 2021, and he has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct financial plans and Corporate Financial Planning agreements.
Graciela T
Series 63, Series 65
Miami, FL
Morgan Stanley
Graciela Tirado is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at New Era Wealth Advisors, Skyforest Capital, and Aphelion Advisors. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.
Valeria R
Series 66
Miami, FL
Morgan Stanley
Valeria Riera is a financial advisor at Morgan Stanley with Series 66 credentials and one year of industry experience. Her background includes roles in business law and compliance, as well as work in public affairs at American University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques in its process.
Evannelia M
Series 66
Miami, FL
Morgan Stanley
Evannelia Morel is a financial advisor at Morgan Stanley in Miami, FL, with four years of industry experience. She holds a Series 66 designation and previously worked at Citibank before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by firm-approved tools and a structured discovery process.
Lucas R
Series 66
Miami, FL
Morgan Stanley
Lucas Ryan is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at BlackRock Investments and Foreside Fund Services. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving 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 proprietary tools and provides advisory services without individual security recommendations as part of its standalone financial planning.
Matias C
Series 63, Series 66
Miami, FL
Morgan Stanley
Matias Cavalieri is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 1998 to 2009. Outside of his advisory role, he is the sole proprietor of a non-investment-related real estate business in Maldonado, Uruguay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and investment research.
Cristian G
Series 66
Miami, FL
Morgan Stanley
Cristian Gonzalez Lami is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.
Manuel R
Series 63
Miami, FL
Morgan Stanley
Manuel Rivero is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also listed as a non-working officer of Improving Bodies LLC, a personal fitness training business owned by his wife. 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 and manages approximately $2.74 trillion in client assets.
Daniel D
Series 63, Series 65
Miami, FL
Morgan Stanley
Daniel Diaz Torroba is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously spent 10 years at UBS Financial Services before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of advising, he is actively involved in real estate through ownership and management roles in property-related partnerships in Colorado and Spain. 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 research. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory guidance without individual security recommendations.
Jacqueline S
Series 66
Miami, FL
Morgan Stanley
Jacqueline Schleimer is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2019. Prior to that, she was employed at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2011 to 2019. 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 services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory process.
Victoria S
Series 66
Miami, FL
Morgan Stanley
Victoria Soiza Pineyro is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and eight years of industry experience. She has worked at Morgan Stanley since 2017, including five years with Morgan Stanley Private Bank, N.A. 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 employs a structured financial planning process utilizing approved planning tools and serves clients in both individual and corporate financial planning agreements.
Marina M
Series 66
Miami, FL
Morgan Stanley
Marina Mantero is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Her prior roles include positions at Premia Global Advisors, Gencom Group, Banco Sabadell, and CIS University. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that uses firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.
Ignacio P
Series 66
Miami, FL
Morgan Stanley
Ignacio Pardo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 13 years of industry experience. He has worked with Morgan Stanley since 2016 and with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including financial planning and estate strategies. The firm employs structured planning tools and offers services that leverage its Global Investment Committee’s market estimates and modeling techniques.
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