Juan Garcia is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to his current roles at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning methods supported by its Financial Advisors and Estate Planning Strategies Group.

Astrid Nino is a Series 66-credentialed financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved as a manager and registered agent for Kubik Miami LLC, a real estate holding company. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including 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 advisory process.

Sergio Alvarez Vicuna is a financial advisor with Morgan Stanley in Miami, FL, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank from 2011 to 2019 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2019. Outside of his advisory role, he is involved as a landlord in real estate. 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 advisory programs, managing approximately $2.74 trillion in client assets.

Robert Alegria is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Miguel Monnichmeyer is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Wells Fargo Clearing, and HSBC Securities during his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Juan Morales is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Citigroup. Outside of finance, he has experience with United Parking Group LLC and Wing Tel Inc. 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 utilizes structured discovery conversations and firm-approved tools to support its financial planning process.

Walter Alfredo Leon Diaz is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked at various Citibank entities from 2010 to 2022 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael O'Neil III is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning using structured discovery conversations and advanced modeling tools, operating primarily in an advisory capacity.

Andres Hanania is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and with 22 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as president of a private family foundation, Fun Horizon Family Office Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Jose Perez Sabate is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2015. 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. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Betty Martin is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Citigroup, Wells Fargo Clearing Services LLC, and SunTrust Advisory Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery and firm-approved tools, offering clients advisory services without individual security recommendations as part of standalone plans.

Mirella Betalleluz is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley, she worked at JOFEMAR USA and Fresh Diet. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual 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 structured planning processes using firm-approved tools and models.

Anthony Ortiz is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 designation. He has one year of industry experience, including previous work at Raymond James. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Robert Lemone is a financial advisor with Morgan Stanley in Boston, MA, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Cowen and UBS, as well as roles in education. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and financial services.

Benjamin Martinez is a financial advisor at Morgan Stanley in Miami, FL, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley in 2022, he held positions at Bucknell University and American Promotional Events, among other roles. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services under both direct and corporate financial planning agreements.

Juan Aillon is a financial advisor at Morgan Stanley based in Miami, FL, holding a Series 66 designation with nine years of experience at the firm. His career at Morgan Stanley began in 2016 and has continued continuously since. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs 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 as part of its advisory process.

Adrian Laurent is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management serves both individual and institutional clients by providing 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, addressing diverse investment and planning needs.

Marco Bigotti is a financial advisor with Morgan Stanley in Miami, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based agreements.

Diana Gonzalez is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Citigroup, LPL Financial, SA Stone Wealth Management, Insigneo Securities, LLC, and Citi International Financial. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and analysis methods such as Monte Carlo simulations.

Marianne Arguelles is a financial advisor at Morgan Stanley with six years of industry experience. Her prior roles include positions at Merrill, Cafe Demetrio Inc., and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.