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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Antonio C

Series 66

Miami, FL

Morgan Stanley

Antonio Cairrao is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, and previously was with Wells Fargo and Banco Itau Europa International. He is based in Miami, FL. Morgan Stanley Wealth Management provides a broad range of advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers various investment programs alongside services such as private funds and principal trading through its parent company.

General estate planning guidance
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Graciela T

Series 65, Series 63

Miami, FL

Morgan Stanley

Graciela Tirado is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at New Era Wealth Advisors, Skyforest Capital, and Aphelion Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. 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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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.

General estate planning guidance
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Evannelia M

Series 66

Miami, FL

Morgan Stanley

Evannelia Morel is a Series 66 licensed financial advisor at Morgan Stanley with three years of industry experience. She previously worked at Citibank and spent five years in a non-financial role at Pizza Hut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

General estate planning guidance
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Lucas R

Series 66

Miami, FL

Morgan Stanley

Lucas Ryan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has previously worked at firms including BlackRock Investments, Foreside Fund Services, and StoneX Financial. 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 discovery processes and proprietary planning tools.

General estate planning guidance
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Matias C

Series 66, Series 63

Miami, FL

Morgan Stanley

Matias Cavalieri is a financial advisor with Morgan Stanley Wealth Management in Miami, FL, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is the sole proprietor of a real estate business in Maldonado, Uruguay. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

General estate planning guidance
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Cristian G

Series 66

Miami, FL

Morgan Stanley

Cristian Gonzalez Lami is a financial advisor at Morgan Stanley with 20 years of industry experience. He 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 serving both individual and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market data.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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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.

General estate planning guidance
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Darling S

Series 66, Series 65

Miami, FL

Morgan Stanley

Darling Silva Solis is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Smith Barney LLC in 2025. 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 analyses. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

General estate planning guidance
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Nicolas S

Series 66

Miami, FL

Morgan Stanley

Nicolas Samperez is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he worked at ABM and briefly owned Lil Anthonys Pizzeria. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services supported by structured planning tools and proprietary investment outlook models.

General estate planning guidance
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