As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
A native from Peru, I grew up in South Florida. I graduated from Florida State University in 2013 majoring in Biochemistry. I began my Wealth Management career at Merrill Lynch in 2016, I was recruited to UBS the following year and entered their Wealth Planning Associate program in which I was able to become one of the top associates in the nation. Upon completion of the program, I joined The Coastal Vista Group and we as a team transitioned to Morgan Stanley in 2022 to help better meet the needs of our clients.
Services Include
- Wealth Planning
- Retirement Planning
- Alternative Investments
- 401(k) Rollovers
- Trust Services
- Corporate Pension Plans
- Business Planning
- Syndicate
- Structured Products
- Stock Plan Services
Securities Agent: IN, MO, WV, NE, MI, GA, AL, PR, OR, VA, OH, WI, WA, TN, AZ, VI, UT, TX, NV, NJ, MA, CT, CO, PA, NH, ME, DC, AR, WY, NC, FL, CA, SC, MD, IL, DE, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1342319