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Victor M

Series 66

Miami, FL

Morgan Stanley

Victor Monteiro is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Starbucks and the University of Rochester. 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 supported by firm-approved tools and methodologies.

General estate planning guidance
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Juan Eduardo L

Series 65, Series 63

Miami, FL

Morgan Stanley

Juan Eduardo Lecaros is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Santander Investment Securities Inc. and Santander US Capital Markets LLC. Lecaros is based in Miami, FL. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and methodologies but does not provide individual security recommendations as part of its standalone planning.

General estate planning guidance
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Juan M

Series 63, Series 66

Miami, FL

Morgan Stanley

Juan Mayol is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously spent five years at UBS Financial Services. Mayol holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning solutions.

General estate planning guidance
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Gaston P

Series 66

Miami, FL

Morgan Stanley

Gaston Pellegrini is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and financial planning services to individual and institutional clients. The firm employs structured planning tools and modeling techniques as part of its advisory process and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Eric B

Series 66, Series 63

Miami, FL

Morgan Stanley

Eric Bernarde is a financial advisor with Morgan Stanley in Miami, FL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Morgan Stanley, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He also has experience with Moove UK. 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 investment modeling techniques in its services.

General estate planning guidance
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Sergio G

Series 63, Series 65

Miami, FL

Morgan Stanley

Sergio Granados is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his financial advisory work, he is engaged in publishing historical research and serves as a director of Tanya Brillembourg Partners LLC, an art and culture-related firm. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques.

General estate planning guidance
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Veronica V

Series 66

Miami, FL

Morgan Stanley

Veronica Valdes is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2014, including a role with Morgan Stanley Private Bank, N.A. since 2022. 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 processes and advanced modeling tools.

General estate planning guidance
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Juan Felipe C

Series 66

Miami, FL

Morgan Stanley

Juan Felipe Casas is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior roles include positions at Bancolombia Capital, Florida International University, and the Louisiana Department of Justice Attorney General's Office. He is also a partner involved in business development for two Miami-based real estate firms, Monarca Eagle Capital LLC and Universal FCM LLC. 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools.

General estate planning guidance
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Luis G

Series 63, Series 65

Miami, FL

Morgan Stanley

Luis Guerra is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its extensive national network.

General estate planning guidance
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Andres L

Series 66

Miami, FL

Morgan Stanley

Andres Loredo is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously at JPMorgan Chase & Co. in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and investment insights from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

General estate planning guidance
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Rodrigo A

Series 66

Miami, FL

Morgan Stanley

Rodrigo Aramburu is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is a large 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 planning process that incorporates firm-approved tools and scenario modeling.

General estate planning guidance
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Silvania R

Series 63, Series 65

Miami, FL

Morgan Stanley

Silvania Rodrigues is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC for multiple terms totaling eight years, with a two-year sabbatical between 2020 and 2022. Outside of her advisory role, she is a partner in Juacar & Silrod LLC, a real estate business based in Miami. 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 that utilizes firm-approved tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Maria G

Series 63, Series 65

Miami, FL

Morgan Stanley

Maria Goudie is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2009, currently serving in the Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides 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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Gloria A

Series 63

Miami, FL

Morgan Stanley

Gloria Auguste is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 63 designation and 19 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and methodologies such as Monte Carlo simulations in its financial planning process.

General estate planning guidance
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Eduardo M

Series 66

Miami, FL

Morgan Stanley

Eduardo Morasso is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Raymond James Financial, PricewaterhouseCoopers/Paragon One, and various positions linked to the University of Florida. 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 modeling techniques.

General estate planning guidance
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Mario L

Series 66

Miami, FL

Morgan Stanley

Mario Lamar is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, and previously spent eight years at JPMorgan Chase Bank and J.P. Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm’s planning process uses structured discovery conversations and proprietary tools to model outcomes, supporting clients in managing approximately $2.74 trillion in assets.

General estate planning guidance
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Marcela L

Series 66, Series 63

Miami, FL

Morgan Stanley

Marcela Llinas Giraldo is a financial advisor with Morgan Stanley in Miami, FL, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Morgan Stanley since 2023 and previously held roles at Israel Discount Bank of New York, IDB Capital Corp., Safra National Bank of New York, and SunTrust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including 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 methodologies.

General estate planning guidance
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Paul F

Series 66

Miami, FL

Morgan Stanley

Paul Franck is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previous work experience with Quantum Finanzas and Tenaris. His educational background includes a master's degree earned between 2020 and 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients. The firm’s financial planning process involves structured discovery conversations and uses firm-approved tools to model outcomes, serving clients through both direct and corporate financial planning agreements.

General estate planning guidance
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Andre S

Series 66

Miami, FL

Morgan Stanley

Andre Schibuola is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley Smith Barney LLC in 2021 and Morgan Stanley Private Bank, N.A. in 2022. 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 and a range of advisory programs, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Felipe P

Series 63, Series 65

Miami, FL

Morgan Stanley

Felipe Priorelli Soares is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously employed at Intl Fcstone Securities Inc. from 2012 to 2017. Outside of his advisory role, he owns and manages a rental property in São Paulo, Brazil. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

General estate planning guidance
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